Syverson Strege & Co Buys Dimensional World ex U.S. Core Equity 2 ETF, Dimensional US Core Equity Market ETF, U.S. Bancorp, Sells PIMCO Short Term Municipal Bond Active Exchange-Tr, Abbott Laboratories, PIMCO Dynamic Income Fund

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Nov 02, 2021
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Investment company Syverson Strege & Co (Current Portfolio) buys Dimensional World ex U.S. Core Equity 2 ETF, Dimensional US Core Equity Market ETF, U.S. Bancorp, Dimensional U.S. Small Cap ETF, Dimensional International Core Equity Market ETF, sells PIMCO Short Term Municipal Bond Active Exchange-Tr, Abbott Laboratories, PIMCO Dynamic Income Fund, PowerShares FTSE RAFI US 1500 Small-Mid Portfolio, SPDR S&P International Small Cap ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Syverson Strege & Co. As of 2021Q3, Syverson Strege & Co owns 482 stocks with a total value of $125 million. These are the details of the buys and sells.

For the details of Syverson Strege & Co's stock buys and sells, go to https://www.gurufocus.com/guru/syverson+strege+%26+co/current-portfolio/portfolio

These are the top 5 holdings of Syverson Strege & Co
  1. Dimensional U.S. Core Equity 2 ETF (DFAC) - 653,956 shares, 13.85% of the total portfolio. Shares added by 1.20%
  2. BTC iShares MSCI USA Min Vol Factor ETF (USMV) - 234,845 shares, 13.75% of the total portfolio. Shares reduced by 1.95%
  3. Dimensional US Core Equity Market ETF (DFAU) - 295,548 shares, 7.10% of the total portfolio. Shares added by 29.04%
  4. BTC BlackRock Short Maturity Municipal Bond ETF (MEAR) - 139,575 shares, 5.58% of the total portfolio. Shares reduced by 2.4%
  5. Dimensional World ex U.S. Core Equity 2 ETF (DFAX) - 259,503 shares, 5.35% of the total portfolio. New Position
New Purchase: Dimensional World ex U.S. Core Equity 2 ETF (DFAX)

Syverson Strege & Co initiated holding in Dimensional World ex U.S. Core Equity 2 ETF. The purchase prices were between $25.83 and $27.09, with an estimated average price of $26.41. The stock is now traded at around $26.520000. The impact to a portfolio due to this purchase was 5.35%. The holding were 259,503 shares as of 2021-09-30.

New Purchase: JPMorgan Chase & Co (JPM)

Syverson Strege & Co initiated holding in JPMorgan Chase & Co. The purchase prices were between $146.97 and $166.98, with an estimated average price of $156.81. The stock is now traded at around $169.810000. The impact to a portfolio due to this purchase was 0.18%. The holding were 1,378 shares as of 2021-09-30.

New Purchase: Meta Platforms Inc (FB)

Syverson Strege & Co initiated holding in Meta Platforms Inc. The purchase prices were between $336.95 and $382.18, with an estimated average price of $360.33. The stock is now traded at around $328.140100. The impact to a portfolio due to this purchase was 0.08%. The holding were 282 shares as of 2021-09-30.

New Purchase: NVIDIA Corp (NVDA)

Syverson Strege & Co initiated holding in NVIDIA Corp. The purchase prices were between $181.61 and $228.43, with an estimated average price of $207.92. The stock is now traded at around $261.560000. The impact to a portfolio due to this purchase was 0.07%. The holding were 404 shares as of 2021-09-30.

New Purchase: Microsoft Corp (MSFT)

Syverson Strege & Co initiated holding in Microsoft Corp. The purchase prices were between $271.6 and $305.22, with an estimated average price of $290.9. The stock is now traded at around $332.055000. The impact to a portfolio due to this purchase was 0.06%. The holding were 256 shares as of 2021-09-30.

New Purchase: Alphabet Inc (GOOG)

Syverson Strege & Co initiated holding in Alphabet Inc. The purchase prices were between $2527.37 and $2916.84, with an estimated average price of $2756.72. The stock is now traded at around $2928.690000. The impact to a portfolio due to this purchase was 0.04%. The holding were 19 shares as of 2021-09-30.

Added: Dimensional US Core Equity Market ETF (DFAU)

Syverson Strege & Co added to a holding in Dimensional US Core Equity Market ETF by 29.04%. The purchase prices were between $29.56 and $31.59, with an estimated average price of $30.79. The stock is now traded at around $32.280000. The impact to a portfolio due to this purchase was 1.6%. The holding were 295,548 shares as of 2021-09-30.

Added: U.S. Bancorp (USB)

Syverson Strege & Co added to a holding in U.S. Bancorp by 1358.68%. The purchase prices were between $54.51 and $61.1, with an estimated average price of $56.94. The stock is now traded at around $60.645000. The impact to a portfolio due to this purchase was 1.57%. The holding were 35,621 shares as of 2021-09-30.

Added: Dimensional U.S. Small Cap ETF (DFAS)

Syverson Strege & Co added to a holding in Dimensional U.S. Small Cap ETF by 27.16%. The purchase prices were between $54.56 and $59.29, with an estimated average price of $57.56. The stock is now traded at around $61.490000. The impact to a portfolio due to this purchase was 0.64%. The holding were 65,108 shares as of 2021-09-30.

Added: Dimensional International Core Equity Market ETF (DFAI)

Syverson Strege & Co added to a holding in Dimensional International Core Equity Market ETF by 23.83%. The purchase prices were between $28.26 and $30.27, with an estimated average price of $29.48. The stock is now traded at around $30.075000. The impact to a portfolio due to this purchase was 0.6%. The holding were 134,890 shares as of 2021-09-30.

Added: Whirlpool Corp (WHR)

Syverson Strege & Co added to a holding in Whirlpool Corp by 222.26%. The purchase prices were between $203.86 and $232.86, with an estimated average price of $219.46. The stock is now traded at around $212.910000. The impact to a portfolio due to this purchase was 0.1%. The holding were 912 shares as of 2021-09-30.

Added: Vanguard Real Estate Index Fund ETF (VNQ)

Syverson Strege & Co added to a holding in Vanguard Real Estate Index Fund ETF by 145.75%. The purchase prices were between $101.6 and $110.24, with an estimated average price of $105.46. The stock is now traded at around $109.820000. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,504 shares as of 2021-09-30.

Sold Out: (BPY)

Syverson Strege & Co sold out a holding in . The sale prices were between $18.26 and $19.11, with an estimated average price of $18.8.



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