Dimensional · PFG Holdings Trend
Principal Financial Group · SEC 13F
Dimensional Holdings of PFG by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 3.9M | $334M | — |
| 2024Q2 | 3.9M | $306M | -8.2% |
| 2024Q3 | 3.9M | $338M | +10.3% |
| 2024Q4 | 3.9M | $303M | -10.4% |
| 2025Q1 | 3.7M | $309M | +2.0% |
| 2025Q2 | 3.8M | $299M | -3.2% |
| 2025Q3 | 3.8M | $312M | +4.4% |
| 2025Q4 | 3.8M | $332M | +6.4% |
| 2026Q1 | 3.9M | $350M | +5.4% |
← Back to PFG holders ← Back to PFG profile
Data source: SEC EDGAR Form 13F