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
-3.70%
+0.51%
33,112.1
 
DFIC 		Dimensional International Core Equity 2 ETF
2,039,608
56,639.9
+1.79%
18.200
+0.32%
0.680
+8.93%
+16.31%
9,025.5
 
DFEM 		Dimensional Emerging Markets Core Equity 2 ETF
659,237
17,443.4
+3.30%
5.600
+0.18%
0.360
+4.33%
+8.04%
5,138.3
 
DUHP 		Dimensional US High Profitability ETF
492,789
16,331.0
-1.27%
5.250
-0.07%
0.210
-3.16%
+2.69%
8,139.7
 
DFGR 		Dimensional Global Real Estate ETF
494,739
12,991.9
+3.22%
4.170
+0.13%
0.550
+1.79%
+5.14%
2,429.5
 
DFAU 		Dimensional US Core Equity Market ETF
310,270
11,926.8
+1.95%
3.830
+0.07%
0.160
-3.46%
+0.88%
7,916.3
 
JPST 		JPMorgan Ultra-Short Income ETF
175,539
8,887.5
New Holding
2.860
+2.86%
0.030
+1.14%
+1.82%
30,749.2
 
DFAI 		Dimensional International Core Equity Market ETF
197,642
6,172.4
+1.82%
1.980
+0.04%
0.070
+7.67%
+15.30%
9,844.5
 
BOND 		PIMCO Active Bond ETF
65,715
6,076.7
+1.55%
1.950
+0.03%
0.110
+0.68%
+1.90%
5,454.8
 
JPIE 		JPMorgan Income ETF
92,397
4,256.7
+2.76%
1.370
+0.04%
0.120
+1.33%
+2.44%
3,477.2
 

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 ETF2025-03-31New Buy
+2.86%
●
50.39 ($50.51) 50.66
$50.52
0.03%
New holding
175,539
175,539
JMST 		JPMorgan Ultra-Short Municipal Income ETF2025-03-31New Buy
+0.76%
●
50.72 ($50.82) 50.92
$50.77
-0.09%
New holding
46,601
46,601
NEAR 		iShares Short Duration Bond Active ETF2025-03-31Reduce
-0.57%
●
50.4 ($50.66) 50.89
$50.77
0.23%
Reduce -83.27%
6,747
-33,576
MEAR 		iShares Short Maturity Municipal Bond Active ETF2025-03-31Sold Out
-0.46%
●
49.97 ($50.15) 50.36
$50.05
-0.19%
Sold Out
0
-27,732
DFAC 		Dimensional U.S. Core Equity 2 ETF2025-03-31Add
+0.45%
●
32.42 ($34.71) 36.1
$34.68
-0.09%
Add 1.25%
3,479,601
42,925
DFIC 		Dimensional International Core Equity 2 ETF2025-03-31Add
+0.32%
●
25.54 ($27.31) 28.8
$29.96
9.72%
Add 1.79%
2,039,608
35,924
MSFT 		Microsoft Corp2025-03-31Add
+0.22%
●
375.39 ($407.71) 447.2
$458.64
12.49%
Add 103.5%
3,543
1,802
DFEM 		Dimensional Emerging Markets Core Equity 2 ETF2025-03-31Add
+0.18%
●
25.35 ($26.59) 27.46
$28.23
6.18%
Add 3.3%
659,237
21,049
DFGR 		Dimensional Global Real Estate ETF2025-03-31Add
+0.13%
●
24.73 ($26.06) 26.89
$26.80
2.84%
Add 3.22%
494,739
15,450
AVGO 		Broadcom Inc2025-03-31Sold Out
-0.09%
●
167.43 ($211.65) 244.7
$229.65
8.50%
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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