PS
DFUS

Principal Securities’s Dimensional US Equity ETF DFUS Stock Holding History

Principal Securities’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-346
Closed -$25.1K – 1862
2025
Q3 		$25.1K Sell
346
-158
-31% -$11K ﹤0.01% 2304
2025
Q2 		$33.8K Sell
504
-246
-33% -$15.2K ﹤0.01% 2067
2025
Q1 		$47.8K Hold
750
– – ﹤0.01% 1776
2024
Q4 		$47.8K Buy
750
+580
+341% +$37.2K ﹤0.01% 1776
2024
Q3 		$10.6K Buy
170
+158
+1,317% +$9.46K ﹤0.01% 2419
2024
Q2 		$706 Sell
12
-352
-97% -$20K ﹤0.01% 3137
2024
Q1 		$20.7K Hold
364
– – ﹤0.01% 1985
2023
Q4 		$18.9K Buy
+364
New +$17.6K ﹤0.01% 1956

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return