Syverson Strege & Co
170 holdingsFiling period: 2026-03-31Current AUM: $464.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 3.18M | $123.6M | $141.5M | 30.48% | -44,415 | 2026-03-31 |
| 2 | DFIC | DIMENSIONAL ETF TRUST | 2.03M | $72.1M | $77.3M | 16.65% | -36,961 | 2026-03-31 |
| 3 | DFEM | DIMENSIONAL ETF TRUST | 747.1K | $25.8M | $28.2M | 6.06% | -9,474 | 2026-03-31 |
| 4 | DUHP | DIMENSIONAL ETF TRUST | 455.7K | $16.8M | $18.8M | 4.04% | +12.7K | 2026-03-31 |
| 5 | DFAS | DIMENSIONAL ETF TRUST | 180.7K | $12.9M | $14.6M | 3.15% | +4.9K | 2026-03-31 |
| 6 | DFGR | DIMENSIONAL ETF TRUST | 476.1K | $12.7M | $14.2M | 3.05% | +610 | 2026-03-31 |
| 7 | DFAU | DIMENSIONAL ETF TRUST | 216.8K | $9.8M | $11.2M | 2.42% | -28,722 | 2026-03-31 |
| 8 | JPST | J P MORGAN EXCHANGE TRADED F | 186.0K | $9.4M | $9.4M | 2.02% | +10.6K | 2026-03-31 |
| 9 | DFIS | DIMENSIONAL ETF TRUST | 176.9K | $6.0M | $6.3M | 1.37% | -1,789 | 2026-03-31 |
| 10 | DFAI | DIMENSIONAL ETF TRUST | 131.9K | $5.1M | $5.6M | 1.20% | -23,807 | 2026-03-31 |
| 11 | BOND | PIMCO ETF TR | 51.5K | $4.8M | $4.7M | 1.00% | -8,577 | 2026-03-31 |
| 12 | NVDA | NVIDIA CORPORATION | 24.6K | $4.3M | $4.9M | 1.06% | +2.1K | 2026-03-31 |
| 13 | AAPL | APPLE INC | 16.6K | $4.2M | $5.1M | 1.10% | +497 | 2026-03-31 |
| 14 | DFSU | DIMENSIONAL ETF TRUST | 87.8K | $3.6M | $4.1M | 0.89% | -93 | 2026-03-31 |
| 15 | JPIE | J P MORGAN EXCHANGE TRADED F | 77.0K | $3.5M | $3.5M | 0.76% | -12,695 | 2026-03-31 |
| 16 | MSFT | MICROSOFT CORP | 8.5K | $3.2M | $4.0M | 0.85% | -475 | 2026-03-31 |
| 17 | USMV | ISHARES TR | 33.0K | $3.1M | $3.2M | 0.70% | -624 | 2026-03-31 |
| 18 | WMT | WALMART INC | 22.3K | $2.8M | $2.5M | 0.53% | -371 | 2026-03-31 |
| 19 | XOM | EXXON MOBIL CORP | 15.6K | $2.6M | $2.4M | 0.52% | +98 | 2026-03-31 |
| 20 | XOM | EXXON MOBIL CORP | 15.6K | $2.6M | $2.4M | 0.52% | +98 | 2026-03-31 |
| 21 | META | META PLATFORMS INC | 4.5K | $2.6M | $2.5M | 0.54% | -163 | 2026-03-31 |
| 22 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 5.3K | $2.5M | $2.5M | 0.55% | -46 | 2026-03-31 |
| 23 | JMST | J P MORGAN EXCHANGE TRADED F | 49.4K | $2.5M | $2.5M | 0.54% | -2,176 | 2026-03-31 |
| 24 | DFUS | DIMENSIONAL ETF TRUST | 28.8K | $2.0M | $2.3M | 0.51% | -722 | 2026-03-31 |
| 25 | DFAW | DIMENSIONAL ETF TRUST | 26.2K | $1.9M | $2.2M | 0.47% | -2,964 | 2026-03-31 |
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