PS
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Principal Securities’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Principal Securities’s Portfolio DFIP Stock Details DFIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,193
Closed -$135K – 1859
2025
Q3 		$135K Buy
3,193
+90
+3% +$3.79K ﹤0.01% 1458
2025
Q2 		$130K Hold
3,103
– – ﹤0.01% 1429
2025
Q1 		$126K Hold
3,103
– – ﹤0.01% 1333
2024
Q4 		$126K Buy
3,103
+65
+2% +$2.68K ﹤0.01% 1333
2024
Q3 		$128K Hold
3,038
– – ﹤0.01% 1284
2024
Q2 		$124K Buy
3,038
+134
+5% +$5.47K ﹤0.01% 1230
2024
Q1 		$120K Hold
2,904
– – ﹤0.01% 1207
2023
Q4 		$120K Buy
+2,904
New +$117K ﹤0.01% 1130

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $555M AUM 19.9% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
PS
Pinney & Scofield Cambridge, Massachusetts $185M AUM 19.89% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Principal Securities's DFIP Position: Q4 2025 in Review

Principal Securities sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q4 2025, closing a stake of 3,193 shares — an estimated $135K sold.

Principal Securities first reported a position in DFIP in Q4 2023 and held it in 8 quarters. The position peaked at $135K in Q3 2025. 159 funds tracked by Wall St. Rank hold DFIP as of Q4 2025.

  • Principal Securities reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 3,193 Dimensional Inflation-Protected Securities ETF shares in Q4 2025, an estimated $135K.
  • Principal Securities first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Dimensional Inflation-Protected Securities ETF position peaked at $135K in Q3 2025.
  • 159 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.