Syverson Strege & Co
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), Syverson Strege & Co reported 186 stock positions worth $458.9 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 30.9% of the portfolio, followed by Dimensional International (DFIC, 16.5%) and Dimensional Emrg MRKT Core (DFEM, 6.3%). Compared with Q1 2026, it opened 22 new positions, sold out of 5, added to 40 and reduced 113. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +0%) and the biggest sale Dimensional US Small Cap ETF (DFAS, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- WEST DES MOINES, IA
- CIK
- 0001682057
- Portfolio Value
- $458.9M (Q2 2026)
- SEC Filing
- 0001682057-26-000003 ↗ filed Aug 6, 2026
Holdings Value
Holdings 186 stocks · $458.9M
| DFAC Dimensional US Core Equity 2 | 30.90% | 3,196,733 | $141.8M | Add +0.5% |
| DFIC Dimensional International Co. | 16.55% | 2,037,905 | $75.9M | Add +0.4% |
| DFEM Dimensional Emrg MRKT Core | 6.28% | 709,279 | $28.8M | Reduce -5.1% |
| DUHP Dimensional US High Profi Et | 4.17% | 458,250 | $19.1M | Add +0.6% |
| DFGR Dim Global Real Estate ETF | 3.02% | 478,322 | $13.9M | Add +0.5% |
| JPST JPMorgan Ultra-Short Income | 2.34% | 212,175 | $10.7M | Add +14.1% |
| DFAU Dimensional US Core Equity M | 2.27% | 201,662 | $10.4M | Reduce -7.0% |
| DFAS Dimensional US Small Cap ETF | 2.18% | 121,633 | $10.0M | Reduce -32.7% |
| DFAI Dimensional International Co. | 1.16% | 129,124 | $5.3M | Reduce -2.1% |
| AAPL Apple Inc. | 1.04% | 16,501 | $4.8M | Reduce -0.7% |
| BOND PIMCO Active Bond Exchange-T | 1.04% | 51,574 | $4.8M | Add +0.1% |
| NVDA Nvidia Corp. | 1.02% | 23,344 | $4.7M | Reduce -5.0% |
| DFIS Dimensional International SM | 1.01% | 131,864 | $4.6M | Reduce -25.5% |
| DFSU Dimensional US Sus CORE1 ETF | 0.89% | 87,793 | $4.1M | Reduce -0.1% |
| JPIE JPMorgan Income ETF | 0.73% | 72,670 | $3.3M | Reduce -5.6% |
| USMV iShares MSCI USA Min Vol Fac | 0.67% | 31,775 | $3.1M | Reduce -3.8% |
| MU Micron Technology Inc. | 0.62% | 2,471 | $2.9M | Reduce -0.8% |
| MSFT Microsoft Corp. | 0.59% | 7,307 | $2.7M | Reduce -14.3% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.59% | 53,011 | $2.7M | Add +7.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.57% | 5,201 | $2.6M | Reduce -1.8% |
| WMT Walmart Inc. | 0.55% | 22,256 | $2.5M | Add +0.0% |
| DFUS Dimensional US Eq MKT ETF | 0.51% | 28,797 | $2.4M | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.51% | 4,132 | $2.3M | Reduce -8.0% |
| XOM Exxon Mobil Corp. | 0.47% | 15,691 | $2.1M | Add +0.4% |
| GOOGL Alphabet Inc. Class A | 0.46% | 5,877 | $2.1M | Add +3.4% |
| DFAW Dimensional World Eqty ETF | 0.46% | 25,236 | $2.1M | Reduce -3.6% |
| AMZN Amazon.com Inc. | 0.44% | 8,426 | $2.0M | Reduce -8.3% |
| INTC Intel Corp. | 0.43% | 14,141 | $2.0M | Add +6.0% |
| DFSI Dimensional Int Sus COR1 ETF | 0.42% | 43,119 | $1.9M | Reduce 0.0% |
| GOOG Alphabet Inc. Class C | 0.42% | 5,473 | $1.9M | Reduce -0.2% |
| DFAE Dimensional Emerging Core Eq | 0.41% | 46,455 | $1.9M | Reduce -10.1% |
| JPM JPMorgan Chase & Co. | 0.38% | 5,331 | $1.7M | Reduce -1.1% |
| JNJ Johnson & Johnson | 0.35% | 6,303 | $1.6M | Reduce -3.6% |
| AOA iShares Core 80/20 Aggressiv | 0.35% | 16,284 | $1.6M | Reduce -12.2% |
| VIG Vanguard Dividend Apprec ETF | 0.33% | 6,336 | $1.5M | No change |
| ABBV Abbvie Inc. | 0.32% | 5,870 | $1.5M | Reduce -9.5% |
| USB US Bancorp | 0.32% | 24,268 | $1.5M | Reduce -5.8% |
| RSP Invesco S&P 500 Equal Weight | 0.31% | 6,597 | $1.4M | No change |
| AVGO Broadcom Inc. | 0.30% | 3,684 | $1.4M | Reduce -3.2% |
| VEU Vanguard Ftse All-World Ex-U | 0.29% | 15,718 | $1.3M | No change |
| LRCX Lam Research Corp. | 0.25% | 2,618 | $1.1M | Reduce -1.6% |
| LLY Eli Lilly & Co. | 0.24% | 932 | $1.1M | Add +0.1% |
| AMAT Applied Materials Inc. | 0.24% | 1,542 | $1.1M | Reduce -4.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.24% | 3,889 | $1.1M | Reduce -7.6% |
| ABT Abbott Laboratories | 0.24% | 12,020 | $1.1M | Reduce -15.1% |
| C Citigroup Inc. | 0.23% | 7,488 | $1.0M | Reduce -2.4% |
| IWB iShares Russell 1000 ETF | 0.23% | 2,529 | $1.0M | No change |
| CSCO Cisco Systems Inc. | 0.22% | 8,692 | $1.0M | Reduce -4.1% |
| VXF Vanguard Extended Market ETF | 0.22% | 4,079 | $1.0M | No change |
| CAT Caterpillar Inc. | 0.22% | 932 | $992K | Add +0.8% |
| LDUR PIMCO Enhanced Low Duration | 0.21% | 10,199 | $975K | Reduce -0.2% |
| WFC Wells Fargo & Co. | 0.21% | 11,656 | $963K | Reduce -5.4% |
| STX Seagate Technology Holdings | 0.21% | 991 | $956K | Reduce -3.9% |
| AMD Advanced Micro Devices | 0.20% | 1,585 | $921K | Add +6.4% |
| GS Goldman Sachs Group Inc. | 0.19% | 865 | $875K | Reduce -3.1% |
| COST Costco Wholesale Corp. | 0.19% | 923 | $863K | No change |
| KLAC KLA Corp. | 0.19% | 2,836 | $856K | Reduce -5.5% |
| UNH Unitedhealth Group Inc. | 0.17% | 1,896 | $788K | Reduce -8.9% |
| GE General Electric filed as GE AEROSPACE | 0.17% | 2,095 | $783K | Reduce -4.4% |
| WDC Western Digital Corp. | 0.17% | 1,206 | $770K | Reduce -4.7% |
| CVX Chevron Corp. | 0.17% | 4,579 | $759K | Reduce -3.5% |
| MUNI PIMCO Intermediate Municipal | 0.16% | 14,177 | $746K | Reduce -5.8% |
| T AT&T Inc. | 0.16% | 36,001 | $745K | Reduce -3.0% |
| MA Mastercard Inc. Class A | 0.16% | 1,446 | $743K | Reduce -12.3% |
| BAC Bank of America Corp. | 0.16% | 12,864 | $733K | Reduce -0.9% |
| EMR Emerson Electric Co. | 0.16% | 5,119 | $733K | Reduce -0.5% |
| HD Home Depot Inc. | 0.16% | 2,026 | $715K | Reduce -24.9% |
| GLW Corning Inc. | 0.15% | 2,766 | $707K | Reduce -9.7% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.14% | 25,736 | $655K | Reduce -6.2% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.14% | 13,363 | $653K | Reduce -0.2% |
| NFLX Netflix Inc. | 0.14% | 9,101 | $650K | Reduce -4.0% |
| SNDK Sandisk Corp. | 0.14% | 285 | $648K | New |
| MO Altria Group Inc. | 0.14% | 8,652 | $623K | Add +44.9% |
| WSM Williams-Sonoma Inc. | 0.14% | 2,660 | $620K | Reduce -2.2% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.13% | 12,075 | $612K | Reduce -0.0% |
| PM Philip Morris International | 0.13% | 3,372 | $610K | Add +32.5% |
| MPC Marathon Petroleum Corp. | 0.13% | 2,360 | $603K | Reduce -2.3% |
| VWO Vanguard Ftse Emerging Marke | 0.13% | 9,807 | $585K | No change |
| DFAX Dimensional World Ex US Core | 0.13% | 15,759 | $581K | Reduce -1.5% |
| MRK Merck & Co. Inc. | 0.13% | 4,483 | $576K | Reduce -2.9% |
| SO The Southern Co. | 0.12% | 5,686 | $544K | Add +0.1% |
| GM General Motors Co. | 0.12% | 6,947 | $535K | Reduce -2.8% |
| VZ Verizon Communications Inc. | 0.12% | 12,537 | $531K | Add +18.1% |
| BTI British American Tob-SP ADR | 0.11% | 8,524 | $526K | Add +8.0% |
| CVS CVS Health Corp. | 0.11% | 5,011 | $518K | Reduce -3.1% |
| BMY Bristol-Myers Squibb Co. | 0.11% | 8,978 | $517K | Add +60.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.11% | 3,380 | $512K | Reduce -1.6% |
| PG The Procter & Gamble Co. | 0.11% | 3,446 | $505K | Reduce -8.4% |
| VYM Vanguard High DVD Yield ETF | 0.11% | 3,114 | $492K | No change |
| CTVA Corteva Inc. | 0.11% | 5,759 | $488K | Add +0.1% |
| INMU iShares Intermediate Muni Inc. | 0.10% | 19,822 | $481K | No change |
| BNY Bank of New York Mellon Corp. | 0.10% | 3,296 | $477K | Reduce -3.3% |
| MCK McKesson Corp. | 0.10% | 623 | $471K | Reduce -1.7% |
| V Visa Inc. Class A | 0.10% | 1,320 | $453K | Reduce -3.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.10% | 915 | $437K | Add +11.0% |
| PRF Invesco Rafi US 1000 ETF | 0.09% | 7,828 | $423K | Reduce -11.0% |
| GILD Gilead Sciences Inc. | 0.09% | 3,341 | $422K | Add +4.2% |
| DFAT Dimensional US Target Value | 0.09% | 5,942 | $415K | Add +0.3% |
| TRV The Travelers Cos Inc. | 0.09% | 1,200 | $396K | Reduce -3.1% |
| PLTR Palantir Technologies Inc. Class A | 0.09% | 3,363 | $392K | Add +29.1% |
Portfolio Sells Q1 2026 → Q2 2026
| DFAS Dimensional US Small Cap ETF | Reduce -32.7% | 2.18% | −0.91 |
| DFIS Dimensional International SM | Reduce -25.5% | 1.01% | −0.43 |
| MSFT Microsoft Corp. | Reduce -14.3% | 0.59% | −0.17 |
| JPIE JPMorgan Income ETF | Reduce -5.6% | 0.73% | −0.12 |
| ABT Abbott Laboratories | Reduce -15.1% | 0.24% | −0.11 |
| META Meta Platforms Inc. Class A | Reduce -8.0% | 0.51% | −0.11 |
| T AT&T Inc. | Reduce -3.0% | 0.16% | −0.10 |
| DFAU Dimensional US Core Equity M | Reduce -7.0% | 2.27% | −0.08 |
| NFLX Netflix Inc. | Reduce -4.0% | 0.14% | −0.08 |
| DFAI Dimensional International Co. | Reduce -2.1% | 1.16% | −0.08 |
| CVX Chevron Corp. | Reduce -3.5% | 0.17% | −0.07 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -3.8% | 0.67% | −0.07 |
| HD Home Depot Inc. | Reduce -24.9% | 0.16% | −0.06 |
| HCA HCA Healthcare Inc. | Sold out | 0.00% | −0.06 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.05 |
| IMO Imperial Oil Ltd. | Sold out | 0.00% | −0.05 |
| GSK GSK PLC-Spon ADR | Sold out | 0.00% | −0.05 |
| NRG NRG Energy Inc. | Sold out | 0.00% | −0.05 |
| AOA iShares Core 80/20 Aggressiv | Reduce -12.2% | 0.35% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.8% | 0.57% | −0.04 |
| PEP Pepsico Inc. | Reduce -16.4% | 0.07% | −0.04 |
| KR Kroger Co. | Reduce -3.4% | 0.07% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -12.3% | 0.16% | −0.04 |
| JNJ Johnson & Johnson | Reduce -3.6% | 0.35% | −0.04 |
| MCK McKesson Corp. | Reduce -1.7% | 0.10% | −0.03 |
| MUNI PIMCO Intermediate Municipal | Reduce -5.8% | 0.16% | −0.03 |
| WFC Wells Fargo & Co. | Reduce -5.4% | 0.21% | −0.03 |
| SU Suncor Energy Inc. | Reduce -4.7% | 0.06% | −0.03 |
| SHEL Shell PLC-ADR | Reduce -3.6% | 0.07% | −0.03 |
| PFE Pfizer Inc. | Reduce -5.7% | 0.07% | −0.02 |
| LDUR PIMCO Enhanced Low Duration | Reduce -0.2% | 0.21% | −0.02 |
| COR Cencora Inc. | Reduce -12.5% | 0.06% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -8.3% | 0.44% | −0.02 |
| MCD McDonald's Corp. | Reduce -6.9% | 0.06% | −0.02 |
| COP Conocophillips | Reduce -3.3% | 0.05% | −0.02 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -6.2% | 0.14% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -8.4% | 0.11% | −0.02 |
| TJX TJX Companies Inc. | Reduce -1.6% | 0.11% | −0.02 |
| PGR Progressive Corp. | Reduce -21.8% | 0.07% | −0.02 |
| ABBV Abbvie Inc. | Reduce -9.5% | 0.32% | −0.02 |
| ORCL Oracle Corp. | Reduce -9.9% | 0.08% | −0.02 |
| DFSI Dimensional Int Sus COR1 ETF | Reduce 0.0% | 0.42% | −0.02 |
| NEAR iShares SH Dba ETF Usd Inc. | Reduce -0.0% | 0.13% | −0.01 |
| DFAE Dimensional Emerging Core Eq | Reduce -10.1% | 0.41% | −0.01 |
| CEG Constellation Energy | Reduce -5.7% | 0.04% | −0.01 |
| NVDA Nvidia Corp. | Reduce -5.0% | 1.02% | −0.01 |
| GM General Motors Co. | Reduce -2.8% | 0.12% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -2.8% | 0.05% | −0.01 |
| MPC Marathon Petroleum Corp. | Reduce -2.3% | 0.13% | −0.01 |
| DFAW Dimensional World Eqty ETF | Reduce -3.6% | 0.46% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| DFAC Dimensional US Core Equity 2 | Add +0.5% | 30.90% | +1.15 |
| INTC Intel Corp. | Add +6.0% | 0.43% | +0.29 |
| SNDK Sandisk Corp. | New | 0.14% | +0.14 |
| DUHP Dimensional US High Profi Et | Add +0.6% | 4.17% | +0.14 |
| AMD Advanced Micro Devices | Add +6.4% | 0.20% | +0.13 |
| JPST JPMorgan Ultra-Short Income | Add +14.1% | 2.34% | +0.07 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.07% | +0.07 |
| GOOGL Alphabet Inc. Class A | Add +3.4% | 0.46% | +0.06 |
| GIS General Mills Inc. | New | 0.06% | +0.06 |
| CAT Caterpillar Inc. | Add +0.8% | 0.22% | +0.06 |
| TER Teradyne Inc. | New | 0.06% | +0.06 |
| PFG Principal Financial Group | New | 0.05% | +0.05 |
| UNM Unum Group | New | 0.05% | +0.05 |
| MNST Monster Beverage Corp. | New | 0.05% | +0.05 |
| FLEX Flex Ltd. | New | 0.05% | +0.05 |
| Q Qnity Electronics Inc. | New | 0.05% | +0.05 |
| DELL Dell Technologies -C | New | 0.05% | +0.05 |
| PRU Prudential Financial Inc. | New | 0.05% | +0.05 |
| CMI Cummins Inc. | New | 0.05% | +0.05 |
| QUAL iShares MSCI USA Quality Fac | New | 0.05% | +0.05 |
| ED Consolidated Edison Inc. | New | 0.05% | +0.05 |
| AFL Aflac Inc. | New | 0.05% | +0.05 |
| ELV Elevance Health Inc. | New | 0.05% | +0.05 |
| DE Deere & Co. | New | 0.05% | +0.05 |
| CM Can Imperial BK of Commerce | New | 0.04% | +0.04 |
| HWM Howmet Aerospace Inc. | New | 0.04% | +0.04 |
| LNT Alliant Energy Corp. | New | 0.04% | +0.04 |
| UNP Union Pacific Corp. | New | 0.04% | +0.04 |
| EBAY eBay Inc. | New | 0.04% | +0.04 |
| MO Altria Group Inc. | Add +44.9% | 0.14% | +0.04 |
| LLY Eli Lilly & Co. | Add +0.1% | 0.24% | +0.04 |
| PM Philip Morris International | Add +32.5% | 0.13% | +0.03 |
| BMY Bristol-Myers Squibb Co. | Add +60.0% | 0.11% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | Add +11.0% | 0.10% | +0.03 |
| DVN Devon Energy Corp. | Add +110.3% | 0.08% | +0.03 |
| DFUS Dimensional US Eq MKT ETF | Add +0.1% | 0.51% | +0.02 |
| MS Morgan Stanley | Add +11.6% | 0.07% | +0.02 |
| BCS Barclays PLC-Spons ADR | Add +5.5% | 0.08% | +0.01 |
| VTRS Viatris Inc. | Add +10.1% | 0.05% | +0.01 |
| BTI British American Tob-SP ADR | Add +8.0% | 0.11% | +0.00 |
| XETYX Eaton Vance Tax-MGD Div Eqty | Add +8.4% | 0.06% | +0.00 |
| DFAT Dimensional US Target Value | Add +0.3% | 0.09% | +0.00 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +8.9% | 0.05% | +0.00 |
| NEM Newmont Corp. | Add +27.0% | 0.07% | −0.00 |
| LPL LG Display Co. Ltd.-ADR | Add +2.2% | 0.01% | −0.00 |
| VLO Valero Energy Corp. | Add +3.4% | 0.08% | −0.00 |
| KO The Coca-Cola Co. | Add +1.0% | 0.08% | −0.00 |
| YUM Yum! Brands Inc. | Add +4.0% | 0.06% | −0.00 |
| LIN Linde PLC | Add +0.2% | 0.05% | −0.00 |
| PDI PIMCO Dynamic Income Fund | Add +3.5% | 0.05% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 186 | $458.9M | DFAC, DFIC, DFEM, DUHP, DFGR |
| Q1 2026 | 169 | $415.6M | DFAC, DFIC, DFEM, DUHP, DFAS |
| Q4 2025 | 166 | $422.5M | DFAC, DFIC, DFEM, DUHP, DFGR |
| Q3 2025 | 165 | $417.3M | DFAC, DFIC, DFEM, DUHP, DFGR |
| Q2 2025 | 168 | $423.3M | DFAC, DFIC, DFEM, DUHP, DFAU |
| Q1 2025 | 79 | $311.3M | DFAC, DFIC, DFEM, DUHP, DFGR |
| Q4 2024 | 78 | $299.9M | DFAC, DFIC, DUHP, DFEM, DFAU |
| Q3 2024 | 69 | $298.4M | DFAC, DFIC, DFEM, DUHP, DFGR |
| Q2 2024 | 76 | $293.4M | DFAC, DFIC, DFEM, DUHP, DFGR |
| Q1 2024 | 71 | $277.4M | DFAC, DFIC, DUHP, DFEM, DFGR |