Syverson Strege & Co 13F Holdings · Q2 2026
Syverson Strege & Co reported 186 securities worth $458.88M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DFAC (30.90%), DFIC (16.55%), DFEM (6.28%). Among its top 25 positions this quarter: 10 added, 15 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $141.8M | 30.90% | 3.2M | Added |
| 2 | DFIC | DIMENSIONAL ETF TRUST | $75.9M | 16.55% | 2.0M | Added |
| 3 | DFEM | DIMENSIONAL ETF TRUST | $28.8M | 6.28% | 709,279 | Trimmed |
| 4 | DUHP | DIMENSIONAL ETF TRUST | $19.1M | 4.17% | 458,250 | Added |
| 5 | DFGR | DIMENSIONAL ETF TRUST | $13.9M | 3.02% | 478,322 | Added |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | $10.7M | 2.34% | 212,175 | Added |
| 7 | DFAU | DIMENSIONAL ETF TRUST | $10.4M | 2.27% | 201,662 | Trimmed |
| 8 | DFAS | DIMENSIONAL ETF TRUST | $10.0M | 2.18% | 121,633 | Trimmed |
| 9 | DFAI | DIMENSIONAL ETF TRUST | $5.3M | 1.16% | 129,124 | Trimmed |
| 10 | AAPL | APPLE INC | $4.8M | 1.04% | 16,501 | Trimmed |
| 11 | BOND | PIMCO ETF TR | $4.8M | 1.04% | 51,574 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $4.7M | 1.02% | 23,344 | Trimmed |
| 13 | DFIS | DIMENSIONAL ETF TRUST | $4.6M | 1.01% | 131,864 | Trimmed |
| 14 | DFSU | DIMENSIONAL ETF TRUST | $4.1M | 0.89% | 87,793 | Trimmed |
| 15 | JPIE | J P MORGAN EXCHANGE TRADED F | $3.3M | 0.73% | 72,670 | Trimmed |
| 16 | USMV | ISHARES TR | $3.1M | 0.67% | 31,775 | Trimmed |
| 17 | MU | MICRON TECHNOLOGY INC | $2.9M | 0.62% | 2,471 | Trimmed |
| 18 | JMST | J P MORGAN EXCHANGE TRADED F | $2.7M | 0.59% | 53,011 | Added |
| 19 | MSFT | MICROSOFT CORP | $2.7M | 0.59% | 7,307 | Trimmed |
| 20 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.6M | 0.57% | 5,201 | Trimmed |
| 21 | WMT | WALMART INC | $2.5M | 0.55% | 22,256 | Added |
| 22 | DFUS | DIMENSIONAL ETF TRUST | $2.4M | 0.51% | 28,797 | Added |
| 23 | META | META PLATFORMS INC | $2.3M | 0.51% | 4,132 | Trimmed |
| 24 | XOM | EXXON MOBIL CORP | $2.1M | 0.47% | 15,691 | Added |
| 25 | DFAW | DIMENSIONAL ETF TRUST | $2.1M | 0.46% | 25,236 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR