Dimensional Fund Advisors LP Principal Financial Group Inc Transaction History

Dimensional Fund Advisors LP

  • $418 Billion
  • Q2 2025

A detailed history of Dimensional Fund Advisors LP transactions in Principal Financial Group Inc stock. As of the latest transaction made, Dimensional Fund Advisors LP holds 3,764,738 shares of PFG stock, worth $300 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,764,738
Previous 3,663,656 2.76%
Holding current value
$300 Million
Previous $309 Million 3.26%
% of portfolio
0.07%
Previous 0.08%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$69.56 - $86.19 $7.03 Million - $8.71 Million
101,082 Added 2.76%
3,764,738 $299 Million
Q1 2025

May 13, 2025
SELL
$76.34 - $89.04 $19 Million - $22.2 Million
-249,408 Reduced 6.37%
3,663,656 $309 Million
Q4 2024

Feb 13, 2025
SELL
$74.91 - $91.26 $1.61 Million - $1.96 Million
-21,457 Reduced 0.55%
3,913,064 $303 Million
Q3 2024

Nov 07, 2024
BUY
$72.94 - $87.46 $2.14 Million - $2.57 Million
29,397 Added 0.75%
3,934,521 $338 Million
Q2 2024

Aug 09, 2024
BUY
$76.66 - $86.01 $3.06 Million - $3.43 Million
39,854 Added 1.03%
3,905,124 $306 Million
Q1 2024

May 10, 2024
SELL
$77.2 - $86.31 $786,822 - $879,671
-10,192 Reduced 0.26%
3,865,270 $334 Million
Q4 2023

Feb 07, 2024
SELL
$66.88 - $79.58 $3.18 Million - $3.78 Million
-47,525 Reduced 1.21%
3,875,462 $305 Million
Q3 2023

Nov 09, 2023
BUY
$72.0 - $84.1 $3.61 Million - $4.22 Million
50,148 Added 1.29%
3,922,987 $283 Million
Q2 2023

Aug 09, 2023
BUY
$65.46 - $77.11 $14.9 Million - $17.5 Million
227,364 Added 6.24%
3,872,839 $294 Million
Q1 2023

May 12, 2023
SELL
$69.69 - $93.39 $12.7 Million - $17 Million
-181,843 Reduced 4.75%
3,645,475 $271 Million
Q4 2022

Feb 09, 2023
BUY
$75.39 - $95.0 $8.94 Million - $11.3 Million
118,518 Added 3.2%
3,827,318 $321 Million
Q3 2022

Nov 10, 2022
BUY
$61.13 - $79.78 $2.91 Million - $3.8 Million
47,675 Added 1.3%
3,708,800 $268 Million
Q2 2022

Aug 12, 2022
BUY
$62.84 - $76.21 $308,041 - $373,581
4,902 Added 0.13%
3,661,125 $245 Million
Q1 2022

May 13, 2022
SELL
$64.37 - $78.95 $281,876 - $345,722
-4,379 Reduced 0.12%
3,656,223 $268 Million
Q4 2021

Feb 09, 2022
SELL
$65.12 - $73.93 $8.29 Million - $9.41 Million
-127,277 Reduced 3.36%
3,660,602 $265 Million
Q3 2021

Nov 12, 2021
SELL
$59.2 - $68.12 $1.94 Million - $2.24 Million
-32,830 Reduced 0.86%
3,787,879 $244 Million
Q2 2021

Aug 12, 2021
BUY
$59.74 - $66.87 $1.73 Million - $1.93 Million
28,930 Added 0.76%
3,820,709 $241 Million
Q1 2021

May 14, 2021
SELL
$48.31 - $61.55 $320,488 - $408,322
-6,634 Reduced 0.17%
3,791,779 $227 Million
Q4 2020

Feb 25, 2021
BUY
$38.25 - $52.6 $145 Million - $200 Million
3,798,413 New
3,798,413 $188 Million

Others Institutions Holding PFG

# of Institutions
914
Shares Held
165M
Call Options Held
121K
Put Options Held
94.8K
View Full List

About PRINCIPAL FINANCIAL GROUP INC

PFG Quotes by TradingView
  • Ticker PFG
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 249,236,992
  • Market Cap $19.9B
  • Description
  • Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company operates through Retirement and Income Solutions, Principal Global Investors, Principal International, and U.S. Insurance Solutions segments. The Retirement and In...
More about PFG
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