§ 13F · FUND PROFILE
Syverson Strege & Co.
AUM · $459M (13F)Positions · 186Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 3.20M | $142M | 30.9% | ±0% |
| 2 | DFIC | DIMENSIONAL ETF TRUST | 2.04M | $76M | 16.5% | ±0% |
| 3 | DFEM | DIMENSIONAL ETF TRUST | 709K | $29M | 6.3% | −5% |
| 4 | DUHP | DIMENSIONAL ETF TRUST | 458K | $19M | 4.2% | +1% |
| 5 | DFGR | DIMENSIONAL ETF TRUST | 478K | $14M | 3.0% | ±0% |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | 212K | $11M | 2.3% | +14% |
| 7 | DFAU | DIMENSIONAL ETF TRUST | 202K | $10M | 2.3% | −7% |
| 8 | DFAS | DIMENSIONAL ETF TRUST | 122K | $10M | 2.2% | −33% |
| 9 | DFAI | DIMENSIONAL ETF TRUST | 129K | $5M | 1.2% | −2% |
| 10 | AAPL | APPLE INC | 17K | $5M | 1.0% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SYVERSON SIGNAL
AC read
Syverson Strege & Co is a Other fund managing $459 million in assets. The fund runs a portfolio of 186 positions.
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