SS

Syverson Strege & Co

13F
Syverson Strege & Co
Last update 2025-05-13 79 Stocks (5 new)
Value $311.00 Mil Turnover 6 %
Countries:
Top Holdings: DFAC(36.88%)DFIC(18.20%)DFEM(5.60%)DUHP(5.25%)DFGR(4.17%)
Summary Stock Picks Current Portfolio
Syverson Strege & Co Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAC
Dimensional U.S. Core Equity 2 ETF
3,479,601
114,792.1
+1.25%
36.880
+0.45%
0.360
+18.92%
+6.57%
35,706.4
 
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
2,039,608
56,639.9
+1.79%
18.200
+0.32%
0.680
+12.53%
+23.22%
9,790.6
 
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
659,237
17,443.4
+3.30%
5.600
+0.18%
0.360
+18.13%
+17.49%
5,774.5
 
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
492,789
16,331.0
-1.27%
5.250
-0.07%
0.210
+15.80%
+7.63%
8,862.8
 
DFGR
Dimensional Global Real Estate ETF
494,739
12,991.9
+3.22%
4.170
+0.13%
0.550
+7.15%
+8.40%
2,627.0
 
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
310,270
11,926.8
+1.95%
3.830
+0.07%
0.160
+19.90%
+7.26%
8,750.0
 
JPST
JPMorgan Ultra-Short Income ETF
175,539
8,887.5
New Holding
2.860
+2.86%
0.030
+1.33%
+2.78%
32,252.5
 
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
197,642
6,172.4
+1.82%
1.980
+0.04%
0.070
+11.39%
+20.80%
10,676.8
 
BOND
PIMCO Active Bond ETF
65,715
6,076.7
+1.55%
1.950
+0.03%
0.110
+2.72%
+3.98%
5,642.9
 
JPIE
JPMorgan Income ETF
92,397
4,256.7
+2.76%
1.370
+0.04%
0.120
+2.54%
+4.16%
4,234.2
 

Syverson Strege & Co's Historical Top Holdings Breakdowns

Syverson Strege & Co's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JPST
JPMorgan Ultra-Short Income ETF
2025-03-31
New Buy
New Buy
+2.86%
●
50.39 ($50.51) 50.66
$50.62
0.22%
New holding
175,539
175,539
JMST
JPMorgan Ultra-Short Municipal Income ETF
JPMorgan Ultra-Short Municipal Income ETF
2025-03-31
New Buy
New Buy
+0.76%
●
50.72 ($50.82) 50.92
$50.93
0.22%
New holding
46,601
46,601
NEAR
iShares Short Duration Bond Active ETF
iShares Short Duration Bond Active ETF
2025-03-31
Reduce
Reduce
-0.57%
●
50.4 ($50.66) 50.89
$51.01
0.69%
Reduce -83.27%
6,747
-33,576
MEAR
iShares Short Maturity Municipal Bond Active ETF
iShares Short Maturity Municipal Bond Active ETF
2025-03-31
Sold Out
Sold Out
-0.46%
●
49.97 ($50.15) 50.36
$50.30
0.30%
Sold Out
0
-27,732
DFAC
Dimensional U.S. Core Equity 2 ETF
2025-03-31
Add
Add
+0.45%
●
32.42 ($34.71) 36.1
$36.66
5.62%
Add 1.25%
3,479,601
42,925
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
2025-03-31
Add
Add
+0.32%
●
25.54 ($27.31) 28.8
$31.31
14.65%
Add 1.79%
2,039,608
35,924
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.22%
●
375.39 ($407.71) 447.2
$505.27
23.93%
Add 103.5%
3,543
1,802
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
2025-03-31
Add
Add
+0.18%
●
25.35 ($26.59) 27.46
$30.44
14.48%
Add 3.3%
659,237
21,049
DFGR
Dimensional Global Real Estate ETF
2025-03-31
Add
Add
+0.13%
●
24.73 ($26.06) 26.89
$27.45
5.33%
Add 3.22%
494,739
15,450
AVGO
Broadcom Inc
2025-03-31
Sold Out
Sold Out
-0.09%
●
167.43 ($211.65) 244.7
$278.59
31.63%
Sold Out
0
-1,179

Syverson Strege & Co Total Holding History ($B)

To

Syverson Strege & Co's Asset Allocation

To

Syverson Strege & Co Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Syverson Strege & Co's Hypothetical Growth since 2025-03-31

Syverson Strege & Co's Yearly Returns

Year Portfolio % % Excess Gain %

Syverson Strege & Co's Holdings Heat Map

Size field:

Syverson Strege & Co's Holdings Bubble Chart

Syverson Strege & Co News

  • 1

Discussions on Syverson Strege & Co

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.