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Principal Securities’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Principal Securities’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-365
Closed -$15.5K – 3756
2025
Q2 		$15.5K Sell
365
-743
-67% -$29.1K ﹤0.01% 2447
2025
Q1 		$44.9K Hold
1,108
– – ﹤0.01% 1800
2024
Q4 		$44.9K Buy
1,108
+743
+204% +$30.4K ﹤0.01% 1799
2024
Q3 		$14.5K Buy
+365
New +$13.9K ﹤0.01% 2271

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Principal Securities's DFAU Position: Q3 2025 in Review

Principal Securities sold out of Dimensional US Core Equity Market ETF (DFAU) in Q3 2025, closing a stake of 365 shares — an estimated $15.5K sold.

Principal Securities first reported a position in DFAU in Q3 2024 and held it in 4 quarters. The position peaked at $44.9K in Q1 2025. 508 funds tracked by Wall St. Rank hold DFAU as of Q3 2025.

  • Principal Securities reported no remaining Dimensional US Core Equity Market ETF position as of Q3 2025 after selling out during the quarter.
  • Principal Securities sold 365 Dimensional US Core Equity Market ETF shares in Q3 2025, an estimated $15.5K.
  • Principal Securities first reported a position in Dimensional US Core Equity Market ETF in Q3 2024 and held it in 4 quarters.
  • Principal Securities's Dimensional US Core Equity Market ETF position peaked at $44.9K in Q1 2025.
  • 508 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2025.

Based on Principal Securities's 13F filing for Q3 2025, filed 12 Nov 2025.