Syverson Strege & Co
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 7, 2024), Syverson Strege & Co reported 76 stock positions worth $293.4 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 38.0% of the portfolio, followed by Dimensional International (DFIC, 17.4%) and Dimensional Emrg MRKT Core (DFEM, 6.0%). Compared with Q1 2024, it opened 8 new positions, sold out of 3, added to 44 and reduced 16. The biggest buy was Dimensional US Small Cap ETF (DFAS, shares +101%) and the biggest sale Dimensional US Core Equity 2 (DFAC, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- WEST DES MOINES, IA
- CIK
- 0001682057
- Portfolio Value
- $293.4M (Q2 2024)
- SEC Filing
- 0001682057-24-000003 ↗ filed Aug 7, 2024
Holdings Value
Holdings 76 stocks · $293.4M
| DFAC Dimensional US Core Equity 2 | 37.99% | 3,457,272 | $111.5M | Reduce -0.1% |
| DFIC Dimensional International Co. | 17.35% | 1,936,816 | $50.9M | Add +3.2% |
| DFEM Dimensional Emrg MRKT Core | 6.00% | 658,241 | $17.6M | Add +15.9% |
| DUHP Dimensional US High Profi Et | 5.73% | 525,720 | $16.8M | Add +1.1% |
| DFGR Dim Global Real Estate ETF | 4.00% | 469,968 | $11.7M | Add +11.1% |
| DFAU Dimensional US Core Equity M | 3.82% | 298,839 | $11.2M | Add +1.3% |
| BOND PIMCO Active Bond Exchange-T | 1.95% | 62,824 | $5.7M | Add +63.2% |
| DFAI Dimensional International Co. | 1.85% | 183,276 | $5.4M | Add +3.1% |
| DFAS Dimensional US Small Cap ETF | 1.78% | 86,838 | $5.2M | Add +100.6% |
| JPIE JPMorgan Income ETF | 1.31% | 84,424 | $3.8M | Add +10.3% |
| USMV iShares MSCI USA Min Vol Fac | 1.10% | 38,392 | $3.2M | Reduce -4.4% |
| DFSU Dimensional US Sus CORE1 ETF | 1.09% | 92,155 | $3.2M | Add +3.5% |
| DFUS Dimensional US Eq MKT ETF | 1.01% | 50,142 | $3.0M | Add +0.1% |
| DFIS Dimensional International SM | 0.79% | 94,010 | $2.3M | Add +131.6% |
| DFAW Dimensional World Eqty ETF | 0.78% | 38,508 | $2.3M | Reduce -2.4% |
| AOA iShares Core 80/20 Aggressiv | 0.67% | 26,436 | $2.0M | Reduce -0.3% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.62% | 36,182 | $1.8M | Reduce -5.2% |
| AAPL Apple Inc. | 0.57% | 7,959 | $1.7M | Add +14.6% |
| DFAE Dimensional Emerging Core Eq | 0.51% | 58,276 | $1.5M | Add +5.3% |
| USB US Bancorp | 0.49% | 35,939 | $1.4M | Add +0.0% |
| MEAR Ishrs Short Mat Muni Act ETF | 0.45% | 26,324 | $1.3M | Reduce -9.2% |
| DFSI Dimensional Int Sus COR1 ETF | 0.44% | 39,240 | $1.3M | Reduce -4.0% |
| LDUR PIMCO Enhanced Low Duration | 0.44% | 13,599 | $1.3M | Reduce -62.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.40% | 2,918 | $1.2M | Add +1.1% |
| VIG Vanguard Dividend Apprec ETF | 0.39% | 6,336 | $1.2M | No change |
| MSFT Microsoft Corp. | 0.39% | 2,529 | $1.1M | Add +67.0% |
| IWB iShares Russell 1000 ETF | 0.38% | 3,751 | $1.1M | Add +0.1% |
| RSP Invesco S&P 500 Equal Weight | 0.37% | 6,597 | $1.1M | No change |
| ABT Abbott Laboratories | 0.35% | 9,783 | $1.0M | Add +332.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.31% | 15,718 | $922K | No change |
| WMT Walmart Inc. | 0.31% | 13,599 | $921K | Add +23.9% |
| MUNI PIMCO Intermediate Municipal | 0.30% | 16,954 | $883K | Add +23.4% |
| AMZN Amazon.com Inc. | 0.26% | 3,982 | $769K | Add +68.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.25% | 1,949 | $729K | Reduce -6.8% |
| ABBV Abbvie Inc. | 0.24% | 4,056 | $696K | New |
| VXF Vanguard Extended Market ETF | 0.23% | 4,079 | $688K | Reduce -2.4% |
| META Meta Platforms Inc. Class A | 0.23% | 1,364 | $688K | Add +141.8% |
| AGG iShares Core U.S. Aggregate | 0.23% | 6,859 | $666K | Add +3.2% |
| UNH Unitedhealth Group Inc. | 0.22% | 1,271 | $647K | Add +80.0% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.22% | 24,946 | $635K | Reduce -0.2% |
| EMR Emerson Electric Co. | 0.21% | 5,554 | $612K | Add +0.0% |
| NVDA Nvidia Corp. | 0.20% | 4,705 | $581K | New |
| XOM Exxon Mobil Corp. | 0.20% | 5,031 | $579K | Add +8.0% |
| CSX CSX Corp. | 0.18% | 15,687 | $525K | Reduce -0.1% |
| INMU iShares Intermediate Muni Inc. | 0.16% | 19,822 | $467K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.15% | 9,815 | $430K | No change |
| LLY Eli Lilly & Co. | 0.15% | 473 | $428K | Add +40.4% |
| COST Costco Wholesale Corp. | 0.14% | 490 | $416K | Add +61.7% |
| JPM JPMorgan Chase & Co. | 0.14% | 2,021 | $409K | Reduce -0.3% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.13% | 11,456 | $383K | Add +4.6% |
| DFAX Dimensional World Ex US Core | 0.13% | 14,883 | $378K | Add +1.4% |
| DFAT Dimensional US Target Value | 0.13% | 7,185 | $373K | Add +18.0% |
| PRF Invesco Rafi US 1000 ETF | 0.13% | 9,810 | $372K | Add +0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 2,094 | $362K | Add +0.3% |
| WSM Williams-Sonoma Inc. | 0.12% | 1,232 | $348K | Add +0.4% |
| HD Home Depot Inc. | 0.12% | 1,008 | $347K | Add +53.4% |
| CTVA Corteva Inc. | 0.12% | 6,331 | $341K | Add +0.1% |
| JNJ Johnson & Johnson | 0.12% | 2,333 | $341K | Add +63.7% |
| GOOGL Alphabet Inc. Class A | 0.11% | 1,821 | $332K | New |
| AOM iShares Core 40/60 Moderate | 0.11% | 7,647 | $329K | Add +0.3% |
| SO The Southern Co. | 0.11% | 4,177 | $324K | Add +0.8% |
| PDI PIMCO Dynamic Income Fund | 0.10% | 15,704 | $295K | Add +2.2% |
| PG The Procter & Gamble Co. | 0.09% | 1,641 | $271K | Reduce -0.1% |
| AMAT Applied Materials Inc. | 0.09% | 1,126 | $266K | New |
| AOR iShares Core 60/40 Balanced | 0.09% | 4,465 | $251K | Reduce -40.5% |
| XETYX Eaton Vance Tax-MGD Div Eqty | 0.08% | 17,665 | $248K | No change |
| SPAB SS SPDR P Agg Bond ETF | 0.08% | 9,540 | $239K | Add +1.0% |
| NFLX Netflix Inc. | 0.08% | 351 | $237K | New |
| GOOG Alphabet Inc. Class C | 0.08% | 1,273 | $233K | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.08% | 1,443 | $231K | No change |
| ACWV iShares MSCI Global Min Vol | 0.08% | 2,199 | $230K | Reduce -13.6% |
| ETJ Eaton Vance RSK-MGD Divers | 0.08% | 25,904 | $227K | No change |
| PEP Pepsico Inc. | 0.07% | 1,335 | $220K | Add +1.0% |
| MA Mastercard Inc. Class A | 0.07% | 488 | $215K | New |
| ORCL Oracle Corp. | 0.07% | 1,514 | $214K | New |
| XEXGX Eaton Vance Tax-Managed Glob | 0.06% | 21,075 | $178K | Add +0.1% |
Portfolio Sells Q1 2024 → Q2 2024
| DFAC Dimensional US Core Equity 2 | Reduce -0.1% | 37.99% | −1.86 |
| LDUR PIMCO Enhanced Low Duration | Reduce -62.3% | 0.44% | −0.79 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Sold out | 0.00% | −0.13 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -4.4% | 1.10% | −0.11 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.09 |
| SUB iShares Short-Term National | Sold out | 0.00% | −0.08 |
| NEAR iShares SH Dba ETF Usd Inc. | Reduce -5.2% | 0.62% | −0.07 |
| MEAR Ishrs Short Mat Muni Act ETF | Reduce -9.2% | 0.45% | −0.07 |
| AOR iShares Core 60/40 Balanced | Reduce -40.5% | 0.09% | −0.07 |
| DFAW Dimensional World Eqty ETF | Reduce -2.4% | 0.78% | −0.06 |
| DFSI Dimensional Int Sus COR1 ETF | Reduce -4.0% | 0.44% | −0.06 |
| CSX CSX Corp. | Reduce -0.1% | 0.18% | −0.03 |
| VXF Vanguard Extended Market ETF | Reduce -2.4% | 0.23% | −0.03 |
| AOA iShares Core 80/20 Aggressiv | Reduce -0.3% | 0.67% | −0.03 |
| ACWV iShares MSCI Global Min Vol | Reduce -13.6% | 0.08% | −0.02 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -0.2% | 0.22% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -6.8% | 0.25% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -0.3% | 0.14% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -0.1% | 0.09% | −0.00 |
Portfolio Buys Q1 2024 → Q2 2024
| DFAS Dimensional US Small Cap ETF | Add +100.6% | 1.78% | +0.81 |
| DFEM Dimensional Emrg MRKT Core | Add +15.9% | 6.00% | +0.78 |
| BOND PIMCO Active Bond Exchange-T | Add +63.2% | 1.95% | +0.68 |
| DFIS Dimensional International SM | Add +131.6% | 0.79% | +0.42 |
| ABT Abbott Laboratories | Add +332.3% | 0.35% | +0.25 |
| ABBV Abbvie Inc. | New | 0.24% | +0.24 |
| NVDA Nvidia Corp. | New | 0.20% | +0.20 |
| MSFT Microsoft Corp. | Add +67.0% | 0.39% | +0.16 |
| AAPL Apple Inc. | Add +14.6% | 0.57% | +0.14 |
| META Meta Platforms Inc. Class A | Add +141.8% | 0.23% | +0.14 |
| GOOGL Alphabet Inc. Class A | New | 0.11% | +0.11 |
| DFGR Dim Global Real Estate ETF | Add +11.1% | 4.00% | +0.11 |
| AMZN Amazon.com Inc. | Add +68.5% | 0.26% | +0.11 |
| UNH Unitedhealth Group Inc. | Add +80.0% | 0.22% | +0.09 |
| AMAT Applied Materials Inc. | New | 0.09% | +0.09 |
| NFLX Netflix Inc. | New | 0.08% | +0.08 |
| GOOG Alphabet Inc. Class C | New | 0.08% | +0.08 |
| WMT Walmart Inc. | Add +23.9% | 0.31% | +0.08 |
| MA Mastercard Inc. Class A | New | 0.07% | +0.07 |
| ORCL Oracle Corp. | New | 0.07% | +0.07 |
| COST Costco Wholesale Corp. | Add +61.7% | 0.14% | +0.06 |
| LLY Eli Lilly & Co. | Add +40.4% | 0.15% | +0.05 |
| JPIE JPMorgan Income ETF | Add +10.3% | 1.31% | +0.05 |
| MUNI PIMCO Intermediate Municipal | Add +23.4% | 0.30% | +0.04 |
| JNJ Johnson & Johnson | Add +63.7% | 0.12% | +0.03 |
| HD Home Depot Inc. | Add +53.4% | 0.12% | +0.03 |
| DFAE Dimensional Emerging Core Eq | Add +5.3% | 0.51% | +0.02 |
| DFAT Dimensional US Target Value | Add +18.0% | 0.13% | +0.01 |
| DFSE Dimensional Em Sus CORE1 ETF | Add +4.6% | 0.13% | +0.00 |
| SO The Southern Co. | Add +0.8% | 0.11% | +0.00 |
| XOM Exxon Mobil Corp. | Add +8.0% | 0.20% | +0.00 |
| XEXGX Eaton Vance Tax-Managed Glob | Add +0.1% | 0.06% | −0.00 |
| SPAB SS SPDR P Agg Bond ETF | Add +1.0% | 0.08% | −0.00 |
| AOM iShares Core 40/60 Moderate | Add +0.3% | 0.11% | −0.01 |
| DFAX Dimensional World Ex US Core | Add +1.4% | 0.13% | −0.01 |
| PDI PIMCO Dynamic Income Fund | Add +2.2% | 0.10% | −0.01 |
| AGG iShares Core U.S. Aggregate | Add +3.2% | 0.23% | −0.01 |
| PEP Pepsico Inc. | Add +1.0% | 0.07% | −0.01 |
| IWB iShares Russell 1000 ETF | Add +0.1% | 0.38% | −0.01 |
| PRF Invesco Rafi US 1000 ETF | Add +0.1% | 0.13% | −0.01 |
| DFSU Dimensional US Sus CORE1 ETF | Add +3.5% | 1.09% | −0.01 |
| CTVA Corteva Inc. | Add +0.1% | 0.12% | −0.02 |
| EMR Emerson Electric Co. | Add +0.0% | 0.21% | −0.02 |
| IBM Intl Business Machines Corp. | Add +0.3% | 0.12% | −0.02 |
| WSM Williams-Sonoma Inc. | Add +0.4% | 0.12% | −0.02 |
| DFUS Dimensional US Eq MKT ETF | Add +0.1% | 1.01% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.1% | 0.40% | −0.03 |
| DFAU Dimensional US Core Equity M | Add +1.3% | 3.82% | −0.07 |
| DFAI Dimensional International Co. | Add +3.1% | 1.85% | −0.08 |
| USB US Bancorp | Add +0.0% | 0.49% | −0.09 |
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 |