Syverson Strege & Co
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 30, 2024), Syverson Strege & Co reported 71 stock positions worth $277.4 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 39.8% of the portfolio, followed by Dimensional International (DFIC, 18.1%) and Dimensional US High Profi Et (DUHP, 5.9%). Compared with Q4 2023, it opened 6 new positions, sold out of 4, added to 39 and reduced 19. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +1%) and the biggest sale iShares MSCI Global Min Vol (ACWV, shares −85%).
- Most Recent 13F
- Q2 2026
- Location
- WEST DES MOINES, IA
- CIK
- 0001682057
- Portfolio Value
- $277.4M (Q1 2024)
- SEC Filing
- 0001682057-24-000002 ↗ filed Apr 30, 2024
Holdings Value
Holdings 71 stocks · $277.4M
| DFAC Dimensional US Core Equity 2 | 39.85% | 3,460,040 | $110.5M | Add +0.6% |
| DFIC Dimensional International Co. | 18.09% | 1,876,547 | $50.2M | Add +1.1% |
| DUHP Dimensional US High Profi Et | 5.93% | 520,266 | $16.4M | Add +1.0% |
| DFEM Dimensional Emrg MRKT Core | 5.22% | 567,863 | $14.5M | Add +3.8% |
| DFGR Dim Global Real Estate ETF | 3.89% | 422,956 | $10.8M | Add +17.2% |
| DFAU Dimensional US Core Equity M | 3.89% | 295,059 | $10.8M | Reduce -3.6% |
| DFAI Dimensional International Co. | 1.94% | 177,836 | $5.4M | Add +3.1% |
| BOND PIMCO Active Bond Exchange-T | 1.27% | 38,503 | $3.5M | Add +2.1% |
| JPIE JPMorgan Income ETF | 1.26% | 76,532 | $3.5M | Add +3.9% |
| LDUR PIMCO Enhanced Low Duration | 1.23% | 36,056 | $3.4M | Add +1.0% |
| USMV iShares MSCI USA Min Vol Fac | 1.21% | 40,177 | $3.4M | Reduce -0.8% |
| DFSU Dimensional US Sus CORE1 ETF | 1.10% | 89,033 | $3.1M | Reduce -2.2% |
| DFUS Dimensional US Eq MKT ETF | 1.03% | 50,108 | $2.9M | Add +0.1% |
| DFAS Dimensional US Small Cap ETF | 0.97% | 43,287 | $2.7M | Reduce -6.0% |
| DFAW Dimensional World Eqty ETF | 0.84% | 39,450 | $2.3M | Add +171.9% |
| AOA iShares Core 80/20 Aggressiv | 0.70% | 26,521 | $1.9M | Add +1.5% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.69% | 38,175 | $1.9M | Reduce -6.1% |
| USB US Bancorp | 0.58% | 35,925 | $1.6M | Add +0.6% |
| MEAR Ishrs Short Mat Muni Act ETF | 0.52% | 28,987 | $1.5M | Reduce -37.9% |
| DFSI Dimensional Int Sus COR1 ETF | 0.50% | 40,874 | $1.4M | Add +0.9% |
| DFAE Dimensional Emerging Core Eq | 0.49% | 55,370 | $1.4M | Add +5.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.44% | 2,885 | $1.2M | Add +7.1% |
| AAPL Apple Inc. | 0.43% | 6,943 | $1.2M | Add +36.8% |
| VIG Vanguard Dividend Apprec ETF | 0.42% | 6,336 | $1.2M | No change |
| RSP Invesco S&P 500 Equal Weight | 0.40% | 6,597 | $1.1M | No change |
| IWB iShares Russell 1000 ETF | 0.39% | 3,749 | $1.1M | Add +0.1% |
| DFIS Dimensional International SM | 0.37% | 40,590 | $1.0M | Add +0.4% |
| VEU Vanguard Ftse All-World Ex-U | 0.33% | 15,718 | $922K | No change |
| VXF Vanguard Extended Market ETF | 0.26% | 4,179 | $732K | Add +2.5% |
| MUNI PIMCO Intermediate Municipal | 0.26% | 13,741 | $721K | Reduce -3.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.26% | 2,090 | $719K | Add +9.8% |
| WMT Walmart Inc. | 0.24% | 10,975 | $660K | Add +8.3% |
| AGG iShares Core U.S. Aggregate | 0.23% | 6,647 | $651K | Add +0.5% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.23% | 24,998 | $642K | Reduce -2.8% |
| MSFT Microsoft Corp. | 0.23% | 1,514 | $637K | New |
| EMR Emerson Electric Co. | 0.23% | 5,552 | $630K | Reduce -9.3% |
| CSX CSX Corp. | 0.21% | 15,710 | $582K | Add +2.8% |
| XOM Exxon Mobil Corp. | 0.20% | 4,658 | $541K | Reduce -1.8% |
| INMU iShares Intermediate Muni Inc. | 0.17% | 19,822 | $471K | No change |
| AMZN Amazon.com Inc. | 0.15% | 2,363 | $426K | Add +28.4% |
| AOR iShares Core 60/40 Balanced | 0.15% | 7,507 | $418K | Add +10.7% |
| VWO Vanguard Ftse Emerging Marke | 0.15% | 9,815 | $410K | Reduce -9.2% |
| JPM JPMorgan Chase & Co. | 0.15% | 2,028 | $406K | Add +26.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 2,088 | $399K | Add +9.4% |
| WSM Williams-Sonoma Inc. | 0.14% | 1,227 | $390K | Add +0.6% |
| PRF Invesco Rafi US 1000 ETF | 0.14% | 9,797 | $377K | Reduce -1.1% |
| DFAX Dimensional World Ex US Core | 0.13% | 14,681 | $373K | Reduce -0.2% |
| CTVA Corteva Inc. | 0.13% | 6,327 | $365K | Add +1.9% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.13% | 7,066 | $353K | Reduce -4.3% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.13% | 10,949 | $353K | Add +3.9% |
| UNH Unitedhealth Group Inc. | 0.13% | 706 | $349K | Add +22.6% |
| DFAT Dimensional US Target Value | 0.12% | 6,090 | $331K | Reduce -23.9% |
| AOM iShares Core 40/60 Moderate | 0.12% | 7,620 | $326K | Reduce -26.4% |
| SO The Southern Co. | 0.11% | 4,142 | $297K | Add +2.5% |
| PDI PIMCO Dynamic Income Fund | 0.11% | 15,370 | $296K | Add +8.8% |
| META Meta Platforms Inc. Class A | 0.10% | 564 | $274K | New |
| ACWV iShares MSCI Global Min Vol | 0.10% | 2,545 | $268K | Reduce -84.8% |
| PG The Procter & Gamble Co. | 0.10% | 1,643 | $267K | Add +16.4% |
| LLY Eli Lilly & Co. | 0.09% | 337 | $262K | New |
| ABT Abbott Laboratories | 0.09% | 2,263 | $257K | Add +12.1% |
| HD Home Depot Inc. | 0.09% | 657 | $252K | New |
| WFC Wells Fargo & Co. | 0.09% | 4,133 | $240K | Reduce -30.3% |
| SPAB SS SPDR P Agg Bond ETF | 0.09% | 9,449 | $239K | Add +0.6% |
| XETYX Eaton Vance Tax-MGD Div Eqty | 0.09% | 17,665 | $236K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.08% | 1,443 | $235K | Reduce -1.0% |
| PEP Pepsico Inc. | 0.08% | 1,322 | $231K | Add +12.0% |
| JNJ Johnson & Johnson | 0.08% | 1,425 | $225K | New |
| COST Costco Wholesale Corp. | 0.08% | 303 | $222K | New |
| ETJ Eaton Vance RSK-MGD Divers | 0.08% | 25,904 | $216K | No change |
| SUB iShares Short-Term National | 0.08% | 2,043 | $214K | No change |
| XEXGX Eaton Vance Tax-Managed Glob | 0.06% | 21,054 | $172K | Add +0.1% |
Portfolio Sells Q4 2023 → Q1 2024
| ACWV iShares MSCI Global Min Vol | Reduce -84.8% | 0.10% | −0.55 |
| VCSH Vanguard S/T Corp. Bond ETF | Sold out | 0.00% | −0.41 |
| MEAR Ishrs Short Mat Muni Act ETF | Reduce -37.9% | 0.52% | −0.38 |
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −0.23 |
| IWV iShares Russell 3000 ETF | Sold out | 0.00% | −0.17 |
| NEAR iShares SH Dba ETF Usd Inc. | Reduce -6.1% | 0.69% | −0.10 |
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −0.10 |
| DFAS Dimensional US Small Cap ETF | Reduce -6.0% | 0.97% | −0.09 |
| DFAU Dimensional US Core Equity M | Reduce -3.6% | 3.89% | −0.06 |
| AOM iShares Core 40/60 Moderate | Reduce -26.4% | 0.12% | −0.05 |
| DFAT Dimensional US Target Value | Reduce -23.9% | 0.12% | −0.04 |
| MUNI PIMCO Intermediate Municipal | Reduce -3.2% | 0.26% | −0.03 |
| WFC Wells Fargo & Co. | Reduce -30.3% | 0.09% | −0.03 |
| VWO Vanguard Ftse Emerging Marke | Reduce -9.2% | 0.15% | −0.02 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -2.8% | 0.23% | −0.02 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Reduce -4.3% | 0.13% | −0.02 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.8% | 1.21% | −0.02 |
| DFAX Dimensional World Ex US Core | Reduce -0.2% | 0.13% | −0.00 |
| EMR Emerson Electric Co. | Reduce -9.3% | 0.23% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.0% | 0.08% | +0.00 |
| PRF Invesco Rafi US 1000 ETF | Reduce -1.1% | 0.14% | +0.00 |
| DFSU Dimensional US Sus CORE1 ETF | Reduce -2.2% | 1.10% | +0.01 |
| XOM Exxon Mobil Corp. | Reduce -1.8% | 0.20% | +0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| DFAC Dimensional US Core Equity 2 | Add +0.6% | 39.85% | +0.85 |
| DFAW Dimensional World Eqty ETF | Add +171.9% | 0.84% | +0.53 |
| DFGR Dim Global Real Estate ETF | Add +17.2% | 3.89% | +0.26 |
| MSFT Microsoft Corp. | New | 0.23% | +0.23 |
| DUHP Dimensional US High Profi Et | Add +1.0% | 5.93% | +0.21 |
| META Meta Platforms Inc. Class A | New | 0.10% | +0.10 |
| LLY Eli Lilly & Co. | New | 0.09% | +0.09 |
| HD Home Depot Inc. | New | 0.09% | +0.09 |
| JNJ Johnson & Johnson | New | 0.08% | +0.08 |
| COST Costco Wholesale Corp. | New | 0.08% | +0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +7.1% | 0.44% | +0.06 |
| AAPL Apple Inc. | Add +36.8% | 0.43% | +0.05 |
| AMZN Amazon.com Inc. | Add +28.4% | 0.15% | +0.05 |
| WSM Williams-Sonoma Inc. | Add +0.6% | 0.14% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +26.0% | 0.15% | +0.04 |
| WMT Walmart Inc. | Add +8.3% | 0.24% | +0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +9.8% | 0.26% | +0.03 |
| IBM Intl Business Machines Corp. | Add +9.4% | 0.14% | +0.02 |
| DFUS Dimensional US Eq MKT ETF | Add +0.1% | 1.03% | +0.02 |
| DFAI Dimensional International Co. | Add +3.1% | 1.94% | +0.02 |
| CTVA Corteva Inc. | Add +1.9% | 0.13% | +0.02 |
| PG The Procter & Gamble Co. | Add +16.4% | 0.10% | +0.02 |
| AOR iShares Core 60/40 Balanced | Add +10.7% | 0.15% | +0.01 |
| PDI PIMCO Dynamic Income Fund | Add +8.8% | 0.11% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +22.6% | 0.13% | +0.01 |
| IWB iShares Russell 1000 ETF | Add +0.1% | 0.39% | +0.01 |
| ABT Abbott Laboratories | Add +12.1% | 0.09% | +0.01 |
| PEP Pepsico Inc. | Add +12.0% | 0.08% | +0.01 |
| CSX CSX Corp. | Add +2.8% | 0.21% | +0.00 |
| VXF Vanguard Extended Market ETF | Add +2.5% | 0.26% | +0.00 |
| AOA iShares Core 80/20 Aggressiv | Add +1.5% | 0.70% | +0.00 |
| DFAE Dimensional Emerging Core Eq | Add +5.3% | 0.49% | +0.00 |
| XEXGX Eaton Vance Tax-Managed Glob | Add +0.1% | 0.06% | −0.00 |
| DFSE Dimensional Em Sus CORE1 ETF | Add +3.9% | 0.13% | −0.00 |
| SO The Southern Co. | Add +2.5% | 0.11% | −0.00 |
| DFSI Dimensional Int Sus COR1 ETF | Add +0.9% | 0.50% | −0.01 |
| SPAB SS SPDR P Agg Bond ETF | Add +0.6% | 0.09% | −0.01 |
| DFIS Dimensional International SM | Add +0.4% | 0.37% | −0.01 |
| AGG iShares Core U.S. Aggregate | Add +0.5% | 0.23% | −0.02 |
| USB US Bancorp | Add +0.6% | 0.58% | −0.02 |
| JPIE JPMorgan Income ETF | Add +3.9% | 1.26% | −0.05 |
| BOND PIMCO Active Bond Exchange-T | Add +2.1% | 1.27% | −0.08 |
| DFEM Dimensional Emrg MRKT Core | Add +3.8% | 5.22% | −0.08 |
| LDUR PIMCO Enhanced Low Duration | Add +1.0% | 1.23% | −0.08 |
| DFIC Dimensional International Co. | Add +1.1% | 18.09% | −0.28 |
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 |