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

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

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

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

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

FPAS

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Principal Securities's DFUV Position: Q1 2026 in Review

Principal Securities increased its Dimensional US Marketwide Value ETF (DFUV) stake by 1.7% in Q1 2026, buying an estimated $5.64K and bringing the position to 7,072 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #1136.

Principal Securities first reported a position in DFUV in Q3 2024 and has held it in 7 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

Principal Securities held 7,072 shares of Dimensional US Marketwide Value ETF worth $343K as of Q1 2026.
Principal Securities bought 115 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $5.64K.
Dimensional US Marketwide Value ETF made up 0.01% of Principal Securities's portfolio in Q1 2026, its #1136 holding.
Principal Securities first reported a position in Dimensional US Marketwide Value ETF in Q3 2024 and has held it in 7 quarters since.
766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

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