Syverson Strege & Co
188 holdingsFiling period: 2026-06-30Current AUM: $460.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional ETF Trust | 3.20M | $141.8M | $143.5M | 31.18% | +15.2K | 2026-06-30 |
| 2 | DFIC | Dimensional ETF Trust | 2.04M | $75.9M | $76.4M | 16.59% | +8.2K | 2026-06-30 |
| 3 | DFEM | Dimensional ETF Trust | 709.3K | $28.8M | $25.8M | 5.62% | -37,789 | 2026-06-30 |
| 4 | DUHP | Dimensional ETF Trust | 458.3K | $19.1M | $19.5M | 4.24% | +2.6K | 2026-06-30 |
| 5 | DFGR | Dimensional ETF Trust | 478.3K | $13.9M | $13.4M | 2.92% | +2.2K | 2026-06-30 |
| 6 | JPST | J P Morgan Exchange Traded F | 212.2K | $10.7M | $10.7M | 2.32% | +26.2K | 2026-06-30 |
| 7 | DFAU | Dimensional ETF Trust | 201.7K | $10.4M | $10.5M | 2.29% | -15,123 | 2026-06-30 |
| 8 | DFAS | Dimensional ETF Trust | 121.6K | $10.0M | $9.7M | 2.10% | -59,053 | 2026-06-30 |
| 9 | DFAI | Dimensional ETF Trust | 129.1K | $5.3M | $5.3M | 1.16% | -2,743 | 2026-06-30 |
| 10 | AAPL | Apple Inc | 16.5K | $4.8M | $5.7M | 1.24% | -111 | 2026-06-30 |
| 11 | BOND | PIMCO ETF TR | 51.6K | $4.8M | $4.6M | 1.00% | +74 | 2026-06-30 |
| 12 | NVDA | NVIDIA Corporation | 23.3K | $4.7M | $4.8M | 1.04% | -1,216 | 2026-06-30 |
| 13 | DFIS | Dimensional ETF Trust | 131.9K | $4.6M | $4.7M | 1.02% | -45,082 | 2026-06-30 |
| 14 | DFSU | Dimensional ETF Trust | 87.8K | $4.1M | $4.2M | 0.91% | -49 | 2026-06-30 |
| 15 | JPIE | J P Morgan Exchange Traded F | 72.7K | $3.3M | $3.3M | 0.71% | -4,333 | 2026-06-30 |
| 16 | USMV | iShares TR | 31.8K | $3.1M | $3.3M | 0.71% | -1,241 | 2026-06-30 |
| 17 | MU | Micron Technology Inc | 2.5K | $2.9M | $2.2M | 0.47% | -21 | 2026-06-30 |
| 18 | MSFT | Microsoft Corp | 7.3K | $2.7M | $3.8M | 0.83% | -1,220 | 2026-06-30 |
| 19 | JMST | J P Morgan Exchange Traded F | 53.0K | $2.7M | $2.7M | 0.59% | +3.6K | 2026-06-30 |
| 20 | BRK-B | Berkshire Hathaway Inc Del | 5.2K | $2.6M | $2.6M | 0.57% | -94 | 2026-06-30 |
| 21 | WMT | Walmart Inc | 22.3K | $2.5M | $2.7M | 0.60% | +4 | 2026-06-30 |
| 22 | DFUS | Dimensional ETF Trust | 28.8K | $2.4M | $2.4M | 0.52% | +33 | 2026-06-30 |
| 23 | META | Meta Platforms Inc | 4.1K | $2.3M | $2.5M | 0.55% | -357 | 2026-06-30 |
| 24 | XOM | Exxon Mobil Corp | 15.7K | $2.1M | $2.9M | 0.64% | +67 | 2026-06-30 |
| 25 | XOM | Exxon Mobil Corp | 15.7K | $2.1M | $2.9M | 0.64% | +67 | 2026-06-30 |
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