Principal Securities’s Dimensional International Value ETF DFIV Stock Holding History

Principal Securities’s Portfolio DFIV Stock Details DFIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$435K	Buy	8,251 +389	+5%	+$20.6K	0.01%	1043
2025 Q4	$392K	Sell	7,862 -786	-9%	-$37.4K	0.01%	1036
2025 Q3	$399K	Buy	8,648 +8,386	+3,201%	+$375K	0.01%	997
2025 Q2	$11.2K	Sell	262 -156	-37%	-$6.35K	﹤0.01%	2575
2025 Q1	$14.8K	Hold	418	–	–	﹤0.01%	2361
2024 Q4	$14.8K	Buy	418 +307	+277%	+$11.3K	﹤0.01%	2357
2024 Q3	$4.23K	Hold	111	–	–	﹤0.01%	2733
2024 Q2	$3.99K	Buy	+111	New	+$4.09K	﹤0.01%	2713
2024 Q1	–	Sell	-4	Closed	-$137	–	3336
2023 Q4	$137	Buy	+4	New	+$131	﹤0.01%	3169

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Principal Securities's DFIV Position: Q1 2026 in Review

Principal Securities increased its Dimensional International Value ETF (DFIV) stake by 4.9% in Q1 2026, buying an estimated $20.6K and bringing the position to 8,251 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #1043.

Principal Securities first reported a position in DFIV in Q4 2023 and has held it in 9 quarters since. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

Principal Securities held 8,251 shares of Dimensional International Value ETF worth $435K as of Q1 2026.
Principal Securities bought 389 Dimensional International Value ETF shares in Q1 2026, an estimated $20.6K.
Dimensional International Value ETF made up 0.01% of Principal Securities's portfolio in Q1 2026, its #1043 holding.
Principal Securities first reported a position in Dimensional International Value ETF in Q4 2023 and has held it in 9 quarters since.
849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

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