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 $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 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 $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Principal Securities's DFUS Position: Q4 2025 in Review

Principal Securities sold out of Dimensional US Equity ETF (DFUS) in Q4 2025, closing a stake of 346 shares — an estimated $25.1K sold.

Principal Securities first reported a position in DFUS in Q4 2023 and held it in 8 quarters. The position peaked at $47.8K in Q1 2025. 843 funds tracked by Wall St. Rank hold DFUS as of Q4 2025.

  • Principal Securities reported no remaining Dimensional US Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 346 Dimensional US Equity ETF shares in Q4 2025, an estimated $25.1K.
  • Principal Securities first reported a position in Dimensional US Equity ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Dimensional US Equity ETF position peaked at $47.8K in Q1 2025.
  • 843 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2025.

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