Principal Financial shares owned by Dimensional Fund Advisors
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Dimensional Fund Advisors
from 13F filings
Historical chart of Dimensional Fund Advisors investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Dimensional Fund Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $338M | 3.9M | 85.90 |
| 2024-06-30 | $306M | 3.9M | 78.45 |
| 2024-03-31 | $334M | 3.9M | 86.31 |
| 2023-12-31 | $305M | 3.9M | 78.67 |
| 2023-09-30 | $283M | 3.9M | 72.07 |
| 2023-06-30 | $294M | 3.9M | 75.84 |
| 2023-03-31 | $271M | 3.6M | 74.32 |
| 2022-12-31 | $321M | 3.8M | 83.92 |
| 2022-09-30 | $268M | 3.7M | 72.15 |
| 2022-06-30 | $245M | 3.7M | 66.79 |
| 2022-03-31 | $268M | 3.7M | 73.42 |
| 2021-12-31 | $265M | 3.7M | 72.33 |
| 2021-09-30 | $244M | 3.8M | 64.41 |
| 2021-06-30 | $241M | 3.8M | 63.19 |
| 2021-03-31 | $227M | 3.8M | 59.96 |
| 2020-12-31 | $188M | 3.8M | 49.60 |
| 2020-09-30 | $152M | 3.8M | 40.27 |
| 2020-06-30 | $154M | 3.7M | 41.53 |
| 2020-03-31 | $119M | 3.8M | 31.36 |
| 2019-12-31 | $208M | 3.8M | 55.00 |
| 2019-09-30 | $220M | 3.8M | 57.14 |
| 2019-06-30 | $227M | 3.9M | 57.91 |
| 2019-03-31 | $198M | 3.9M | 50.19 |
| 2018-12-31 | $175M | 4.0M | 44.17 |
| 2018-09-30 | $217M | 3.7M | 58.59 |
| 2018-06-30 | $192M | 3.6M | 52.95 |
| 2018-03-31 | $221M | 3.6M | 60.91 |
| 2017-12-31 | $250M | 3.5M | 70.57 |
| 2017-09-30 | $236M | 3.7M | 64.34 |
| 2017-06-30 | $237M | 3.7M | 64.08 |
| 2017-03-31 | $236M | 3.7M | 63.11 |
| 2016-12-31 | $211M | 3.7M | 57.86 |
| 2016-09-30 | $187M | 3.6M | 51.50 |
| 2016-06-30 | $146M | 3.5M | 41.10 |
| 2016-03-31 | $131M | 3.3M | 39.45 |
| 2015-12-31 | $148M | 3.3M | 44.98 |
| 2015-09-30 | $153M | 3.2M | 47.34 |
| 2015-03-31 | $123M | 2.4M | 51.37 |
| 2014-12-31 | $102M | 2.0M | 51.95 |
| 2014-09-30 | $88M | 1.7M | 52.48 |
| 2014-06-30 | $82M | 1.6M | 50.48 |
| 2014-03-31 | $73M | 1.6M | 45.99 |
| 2013-12-31 | $72M | 1.5M | 49.31 |
| 2013-09-30 | $84M | 2.0M | 42.82 |
| 2013-06-30 | $72M | 1.9M | 37.46 |