Syverson Strege & Co
CIK 0001682057 · WEST DES MOINES, IA · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source ↗
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
Top Holdings
DFAC
DIMENSIONAL ETF TRUST
30.9%
DFIC
DIMENSIONAL ETF TRUST
16.5%
DFEM
DIMENSIONAL ETF TRUST
6.3%
DUHP
DIMENSIONAL ETF TRUST
4.2%
DFGR
DIMENSIONAL ETF TRUST
3.0%
JPST
J P MORGAN EXCHANGE TRADED F
2.3%
DFAU
DIMENSIONAL ETF TRUST
2.3%
DFAS
DIMENSIONAL ETF TRUST
2.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.