Syverson Strege & Co

CIK 0001682057 · WEST DES MOINES, IA · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source

Syverson Strege & Co reported 186 positions worth $458.9M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: DFAC (30.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$458.9M
2026 Q2
Positions
186
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
69.9%
Est. Net Flow (Q)
2026 Q2
10 / 186 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1DFACDIMENSIONAL ETF TRUSTSH$141.8M30.90%3,196,733
2DFICDIMENSIONAL ETF TRUSTSH$75.9M16.55%2,037,905
3DFEMDIMENSIONAL ETF TRUSTSH$28.8M6.28%709,279
4DUHPDIMENSIONAL ETF TRUSTSH$19.1M4.17%458,250
5DFGRDIMENSIONAL ETF TRUSTSH$13.9M3.02%478,322
6JPSTJ P MORGAN EXCHANGE TRADED FSH$10.7M2.34%212,175
7DFAUDIMENSIONAL ETF TRUSTSH$10.4M2.27%201,662
8DFASDIMENSIONAL ETF TRUSTSH$10.0M2.18%121,633
9DFAIDIMENSIONAL ETF TRUSTSH$5.3M1.16%129,124
10AAPLAPPLE INCSH$4.8M1.04%16,501

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Syverson Strege & Co hold as of Q2 2026?

Syverson Strege & Co reported 186 positions worth $458.9M in its Q2 2026 13F filing. Largest positions: DFAC (30.9%), DFIC (16.5%), DFEM (6.3%), DUHP (4.2%) and DFGR (3.0%).

What did Syverson Strege & Co buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Syverson Strege & Co sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.