§ 13F · FUND PROFILE
Syverson Strege & Co.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $417M (13F)Positions · 165Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 3.18M | $124M | 29.7% | −1% |
| 2 | DFIC | DIMENSIONAL ETF TRUST | 2.03M | $72M | 17.4% | −2% |
| 3 | DFEM | DIMENSIONAL ETF TRUST | 747K | $26M | 6.2% | −1% |
| 4 | DUHP | DIMENSIONAL ETF TRUST | 456K | $17M | 4.0% | +3% |
| 5 | DFAS | DIMENSIONAL ETF TRUST | 181K | $13M | 3.1% | +3% |
| 6 | DFGR | DIMENSIONAL ETF TRUST | 476K | $13M | 3.0% | ±0% |
| 7 | DFAU | DIMENSIONAL ETF TRUST | 217K | $10M | 2.4% | −12% |
| 8 | JPST | J P MORGAN EXCHANGE TRADED F | 186K | $9M | 2.3% | +6% |
| 9 | DFIS | DIMENSIONAL ETF TRUST | 177K | $6M | 1.4% | −1% |
| 10 | DFAI | DIMENSIONAL ETF TRUST | 132K | $5M | 1.2% | −15% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SYVERSON SIGNAL
AC read
Syverson Strege & Co is a Other fund managing $417 million in assets. The fund runs a portfolio of 165 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed