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DFUV icon

Principal Securities’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Principal Securities’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$384K Sell
6,987
-85
-1% -$4.46K ﹤0.01% 1208
2026
Q1 		$343K Buy
7,072
+115
+2% +$5.64K 0.01% 1136
2025
Q4 		$324K Sell
6,957
-15
-0.2% -$680 0.01% 1113
2025
Q3 		$312K Buy
6,972
+270
+4% +$11.8K 0.01% 1111
2025
Q2 		$283K Buy
6,702
+5,074
+312% +$204K 0.01% 1086
2025
Q1 		$66.6K Hold
1,628
– – ﹤0.01% 1626
2024
Q4 		$66.6K Hold
1,628
– – ﹤0.01% 1623
2024
Q3 		$67.9K Buy
+1,628
New +$65.8K ﹤0.01% 1561

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Principal Securities's DFUV Position: Q2 2026 in Review

Principal Securities reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.2% in Q2 2026, selling an estimated $4.46K and leaving 6,987 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

Principal Securities first reported a position in DFUV in Q3 2024 and has held it in 8 quarters since. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Principal Securities held 6,987 shares of Dimensional US Marketwide Value ETF worth $384K as of Q2 2026.
  • Principal Securities sold 85 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $4.46K.
  • Dimensional US Marketwide Value ETF made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1208 holding.
  • Principal Securities first reported a position in Dimensional US Marketwide Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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