Syverson Strege & Co
CIK 1682057 · Holdings on Dec 31, 2024 · First reported Feb 11, 2025
Top ten holdings
Q4 2024- DFAC39.64%
- DFIC17.27%
- DUHP5.62%
- DFEM5.57%
- DFAU4.11%
- DFGR4.08%
- BOND1.95%
- DFAI1.89%
- JPIE1.37%
- DFSU1.09%
Share classes counted separately82.59%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DFICWeight decreased · -0.90 pp18.17% → 17.27%Shares +76.96K (+3.99%)
- DFGRWeight decreased · -0.40 pp4.48% → 4.08%Shares +16.38K (+3.54%)
- DFEMWeight decreased · -0.32 pp5.89% → 5.57%Shares +14.29K (+2.29%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $118.87M | 39.64% | 3.44M shares | 39.39% → 39.64%+0.25 pp +8.54K (+0.25%) | Added | ↗▾ |
| 02 | DFICDIMENSIONAL INTERNATIONAL COINTL CORE EQUITY View history and evidence | $51.79M | 17.27% | 2.00M shares | 18.17% → 17.27%-0.90 pp +76.96K (+3.99%) | Added | ↗▾ |
| 03 | DUHPDIMENSIONAL US HIGH PROFI ETUS HIGH PROFITAB View history and evidence | $16.87M | 5.62% | 499.14K shares | 5.77% → 5.62%-0.15 pp -6.11K (-1.21%) | Reduced | ↗▾ |
| 04 | DFEMDIMENSIONAL EMRG MRKT COREEMERGING MKTS CO View history and evidence | $16.71M | 5.57% | 638.19K shares | 5.89% → 5.57%-0.32 pp +14.29K (+2.29%) | Added | ↗▾ |
| 05 | DFAUDIMENSIONAL US CORE EQUITY MUS CORE EQT MKT View history and evidence | $12.32M | 4.11% | 304.35K shares | 4.05% → 4.11%+0.06 pp -290 (-0.10%) | Reduced | ↗▾ |
| 06 | DFGRDIM GLOBAL REAL ESTATE ETFGLOBAL REAL EST View history and evidence | $12.24M | 4.08% | 479.29K shares | 4.48% → 4.08%-0.40 pp +16.38K (+3.54%) | Added | ↗▾ |
| 07 | BONDPIMCO ACTIVE BOND EXCHANGE-TACTIVE BD ETF View history and evidence | $5.85M | 1.95% | 64.72K shares | 1.97% → 1.95%-0.02 pp +2.43K (+3.91%) | Added | ↗▾ |
| 08 | DFAIDIMENSIONAL INTERNATIONAL COINTL CORE EQT MK View history and evidence | $5.67M | 1.89% | 194.10K shares | 2.00% → 1.89%-0.11 pp +6.30K (+3.36%) | Added | ↗▾ |
| 09 | JPIEJPMORGAN INCOME ETFINCOME ETF View history and evidence | $4.10M | 1.37% | 89.91K shares | 1.36% → 1.37%+0.01 pp +2.71K (+3.11%) | Added | ↗▾ |
| 10 | DFSUDIMENSIONAL US SUS CORE1 ETFUS SUSTAINABILTY View history and evidence | $3.28M | 1.09% | 86.56K shares | 1.08% → 1.09%+0.01 pp +1 (+0.00%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1682057 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-11
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 299901277
}Research all 78 reported holdings.
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