Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Syverson Strege & Co (CIK 1682057) reported $415.6M across 169 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($123.6M, 29.75%), DFIC ($72.1M, 17.35%), DFEM ($25.8M, 6.21%), DUHP ($16.8M, 4.03%), DFAS ($12.9M, 3.09%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $123.6M | 29.75% | 3.2M | Trimmed |
| 2 | DFIC | DIMENSIONAL ETF TRUST | $72.1M | 17.35% | 2.0M | Trimmed |
| 3 | DFEM | DIMENSIONAL ETF TRUST | $25.8M | 6.21% | 747,068 | Trimmed |
| 4 | DUHP | DIMENSIONAL ETF TRUST | $16.8M | 4.03% | 455,686 | Added |
| 5 | DFAS | DIMENSIONAL ETF TRUST | $12.9M | 3.09% | 180,686 | Added |
| 6 | DFGR | DIMENSIONAL ETF TRUST | $12.7M | 3.04% | 476,086 | Added |
| 7 | DFAU | DIMENSIONAL ETF TRUST | $9.8M | 2.35% | 216,785 | Trimmed |
| 8 | JPST | J P MORGAN EXCHANGE TRADED F | $9.4M | 2.26% | 185,965 | Added |
| 9 | DFIS | DIMENSIONAL ETF TRUST | $6.0M | 1.43% | 176,946 | Trimmed |
| 10 | DFAI | DIMENSIONAL ETF TRUST | $5.1M | 1.24% | 131,867 | Trimmed |
| 11 | BOND | PIMCO ETF TR | $4.8M | 1.14% | 51,500 | Trimmed |
| 12 | NVDA | NVIDIA CORPORATION | $4.3M | 1.03% | 24,560 | Added |
| 13 | AAPL | APPLE INC | $4.2M | 1.01% | 16,612 | Added |
| 14 | DFSU | DIMENSIONAL ETF TRUST | $3.6M | 0.87% | 87,842 | Trimmed |
| 15 | JPIE | J P MORGAN EXCHANGE TRADED F | $3.5M | 0.85% | 77,003 | Trimmed |
| 16 | MSFT | MICROSOFT CORP | $3.2M | 0.76% | 8,527 | Trimmed |
| 17 | USMV | ISHARES TR | $3.1M | 0.74% | 33,016 | Trimmed |
| 18 | WMT | WALMART INC | $2.8M | 0.67% | 22,252 | Trimmed |
| 19 | XOM | EXXON MOBIL CORP | $2.7M | 0.64% | 15,624 | Added |
| 20 | META | META PLATFORMS INC | $2.6M | 0.62% | 4,489 | Trimmed |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.5M | 0.61% | 5,295 | Trimmed |
| 22 | JMST | J P MORGAN EXCHANGE TRADED F | $2.5M | 0.61% | 49,377 | Trimmed |
| 23 | DFUS | DIMENSIONAL ETF TRUST | $2.0M | 0.49% | 28,764 | Trimmed |
| 24 | AMZN | AMAZON COM INC | $1.9M | 0.46% | 9,187 | Added |
| 25 | DFAW | DIMENSIONAL ETF TRUST | $1.9M | 0.46% | 26,170 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31