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
+18.73%
+6.19%
35,543.3
 
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
+12.58%
+21.57%
9,637.7
 
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
+19.37%
+16.72%
5,736.5
 
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%
+7.66%
8,829.1
 
DFGR
Dimensional Global Real Estate ETF
494,739
12,991.9
+3.22%
4.170
+0.13%
0.550
+4.96%
+6.27%
2,557.8
 
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
+19.82%
+7.01%
8,716.9
 
JPST
JPMorgan Ultra-Short Income ETF
175,539
8,887.5
New Holding
2.860
+2.86%
0.030
+1.35%
+2.74%
32,077.9
 
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
+11.63%
+19.30%
10,458.8
 
BOND
PIMCO Active Bond ETF
65,715
6,076.7
+1.55%
1.950
+0.03%
0.110
+1.86%
+3.46%
5,607.3
 
JPIE
JPMorgan Income ETF
92,397
4,256.7
+2.76%
1.370
+0.04%
0.120
+2.25%
+3.91%
4,195.1
 

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
$50.60
0.18%
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
$50.91
0.19%
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
$50.95
0.57%
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
$50.28
0.26%
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
$36.53
5.24%
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
$30.89
13.11%
Add 1.79%
2,039,608
35,924
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.22%
●
375.39 ($407.71) 447.2
$510.02
25.09%
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
$30.24
13.73%
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
$26.91
3.26%
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
$283.28
33.84%
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

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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

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Syverson Strege & Co's Holdings Bubble Chart

Syverson Strege & Co News

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