Principal Securities, Inc. Dimensional ETF Tr Transaction History

Principal Securities, Inc.

$4.14 Trillion
Q3 2024

A detailed history of Principal Securities, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Principal Securities, Inc. holds 365 shares of DFAU stock, worth $15,132. This represents 0.0% of its overall portfolio holdings.

Number of Shares

365

Holding current value

$15,132

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 28, 2024	BUY	$35.8 - $39.69 $13,066 - $14,486	365 New	365 $14.5 Million

Others Institutions Holding DFAU

# of Institutions

413

Shares Held

108M

Call Options Held

Put Options Held

Sequoia Financial Advisors, LLC

4.82M
Shares

$200 Million
2.14% of portfolio
Parsec Financial Management, Inc.

4.15M
Shares

$172 Million
5.04% of portfolio
Modera Wealth Management, LLC

3.68M
Shares

$153 Million
1.87% of portfolio
Aquire Wealth Advisors, LLC

3.5M
Shares

$145 Million
43.58% of portfolio
Allworth Financial LP

2.88M
Shares

$119 Million
0.71% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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Principal Securities, Inc. Dimensional ETF Tr Transaction History