Principal Securities’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Principal Securities’s Portfolio DFAE Stock Details DFAE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$707K	Sell	20,883 -1,628	-7%	-$56.9K	0.01%	848
2025 Q4	$733K	Buy	22,511 +240	+1%	+$7.72K	0.01%	795
2025 Q3	$702K	Buy	22,271 +7,186	+48%	+$216K	0.01%	779
2025 Q2	$437K	Sell	15,085 -8,766	-37%	-$235K	0.01%	915
2025 Q1	$605K	Hold	23,851	–	–	0.01%	709
2024 Q4	$605K	Buy	23,851 +1,909	+9%	+$50.5K	0.01%	704
2024 Q3	$601K	Sell	21,942 -16,699	-43%	-$435K	0.01%	695
2024 Q2	$1,000K	Buy	38,641 +17,353	+82%	+$440K	0.03%	480
2024 Q1	$526K	Buy	21,288 +7,411	+53%	+$178K	0.02%	644
2023 Q4	$335K	Buy	+13,877	New	+$317K	0.01%	758

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Principal Securities's DFAE Position: Q1 2026 in Review

Principal Securities reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 7.2% in Q1 2026, selling an estimated $56.9K and leaving 20,883 shares worth $707K. The position accounts for 0.01% of the portfolio, ranked #848.

Principal Securities first reported a position in DFAE in Q4 2023 and has held it in 10 quarters since. The position peaked at $1,000K in Q2 2024. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

Principal Securities held 20,883 shares of Dimensional Emerging Core Equity Market ETF worth $707K as of Q1 2026.
Principal Securities sold 1,628 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $56.9K.
Dimensional Emerging Core Equity Market ETF made up 0.01% of Principal Securities's portfolio in Q1 2026, its #848 holding.
Principal Securities first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's Dimensional Emerging Core Equity Market ETF position peaked at $1,000K in Q2 2024.
668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.