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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
Q2 		$469K Buy
8,676
+425
+5% +$23.4K 0.01% 1104
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Principal Securities's DFIV Position: Q2 2026 in Review

Principal Securities increased its Dimensional International Value ETF (DFIV) stake by 5.2% in Q2 2026, buying an estimated $23.4K and bringing the position to 8,676 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #1104.

Principal Securities first reported a position in DFIV in Q4 2023 and has held it in 10 quarters since. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Principal Securities held 8,676 shares of Dimensional International Value ETF worth $469K as of Q2 2026.
  • Principal Securities bought 425 Dimensional International Value ETF shares in Q2 2026, an estimated $23.4K.
  • Dimensional International Value ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1104 holding.
  • Principal Securities first reported a position in Dimensional International Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.