Syverson Strege & Co
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), Syverson Strege & Co reported 78 stock positions worth $299.9 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 39.6% of the portfolio, followed by Dimensional International (DFIC, 17.3%) and Dimensional US High Profi Et (DUHP, 5.6%). Compared with Q3 2024, it opened 9 new positions, added to 47 and reduced 15. The biggest buy was a new position in Nvidia (NVDA) and the biggest sale Dimensional US High Profi Et (DUHP, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- WEST DES MOINES, IA
- CIK
- 0001682057
- Portfolio Value
- $299.9M (Q4 2024)
- SEC Filing
- 0001682057-25-000001 ↗ filed Feb 11, 2025
Holdings Value
Holdings 78 stocks · $299.9M
| DFAC Dimensional US Core Equity 2 | 39.64% | 3,436,676 | $118.9M | Add +0.3% |
| DFIC Dimensional International Co. | 17.27% | 2,003,684 | $51.8M | Add +4.0% |
| DUHP Dimensional US High Profi Et | 5.62% | 499,143 | $16.9M | Reduce -1.2% |
| DFEM Dimensional Emrg MRKT Core | 5.57% | 638,188 | $16.7M | Add +2.3% |
| DFAU Dimensional US Core Equity M | 4.11% | 304,345 | $12.3M | Reduce -0.1% |
| DFGR Dim Global Real Estate ETF | 4.08% | 479,289 | $12.2M | Add +3.5% |
| BOND PIMCO Active Bond Exchange-T | 1.95% | 64,715 | $5.9M | Add +3.9% |
| DFAI Dimensional International Co. | 1.89% | 194,104 | $5.7M | Add +3.4% |
| JPIE JPMorgan Income ETF | 1.37% | 89,911 | $4.1M | Add +3.1% |
| DFSU Dimensional US Sus CORE1 ETF | 1.09% | 86,556 | $3.3M | Add +0.0% |
| DFUS Dimensional US Eq MKT ETF | 0.99% | 46,546 | $3.0M | Reduce -7.3% |
| USMV iShares MSCI USA Min Vol Fac | 0.93% | 31,400 | $2.8M | Reduce -1.8% |
| DFAS Dimensional US Small Cap ETF | 0.90% | 41,655 | $2.7M | Add +0.2% |
| DFAW Dimensional World Eqty ETF | 0.76% | 36,485 | $2.3M | Reduce -1.3% |
| AAPL Apple Inc. | 0.68% | 8,155 | $2.0M | Add +39.4% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.68% | 40,323 | $2.0M | Add +8.7% |
| AOA iShares Core 80/20 Aggressiv | 0.62% | 24,219 | $1.9M | Add +2.0% |
| DFAE Dimensional Emerging Core Eq | 0.53% | 62,203 | $1.6M | Add +2.5% |
| DFSI Dimensional Int Sus COR1 ETF | 0.47% | 43,341 | $1.4M | Add +5.0% |
| USB US Bancorp | 0.47% | 29,283 | $1.4M | Reduce -12.0% |
| MEAR Ishrs Short Mat Muni Act ETF | 0.46% | 27,732 | $1.4M | Add +2.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.45% | 3,009 | $1.4M | Add +14.4% |
| VIG Vanguard Dividend Apprec ETF | 0.41% | 6,336 | $1.2M | No change |
| IWB iShares Russell 1000 ETF | 0.40% | 3,757 | $1.2M | Add +0.1% |
| DFIS Dimensional International SM | 0.40% | 49,065 | $1.2M | Add +0.7% |
| LDUR PIMCO Enhanced Low Duration | 0.39% | 12,250 | $1.2M | Reduce -1.9% |
| RSP Invesco S&P 500 Equal Weight | 0.39% | 6,597 | $1.2M | No change |
| WMT Walmart Inc. | 0.36% | 12,063 | $1.1M | Add +14.5% |
| ABT Abbott Laboratories | 0.35% | 9,310 | $1.1M | Add +13.7% |
| VEU Vanguard Ftse All-World Ex-U | 0.30% | 15,718 | $902K | No change |
| MUNI PIMCO Intermediate Municipal | 0.28% | 16,056 | $831K | Add +0.5% |
| ABBV Abbvie Inc. | 0.27% | 4,554 | $809K | Add +40.1% |
| NVDA Nvidia Corp. | 0.26% | 5,780 | $776K | New |
| VXF Vanguard Extended Market ETF | 0.26% | 4,079 | $775K | No change |
| MSFT Microsoft Corp. | 0.24% | 1,741 | $734K | Add +231.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.24% | 1,775 | $729K | Reduce -3.7% |
| EMR Emerson Electric Co. | 0.23% | 5,686 | $705K | Add +3.1% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.22% | 25,450 | $651K | Add +1.9% |
| AMZN Amazon.com Inc. | 0.18% | 2,489 | $546K | Add +46.1% |
| META Meta Platforms Inc. Class A | 0.17% | 861 | $504K | New |
| XOM Exxon Mobil Corp. | 0.17% | 4,686 | $504K | Add +16.0% |
| AGG iShares Core U.S. Aggregate | 0.17% | 5,153 | $499K | Reduce -22.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 2,220 | $488K | Add +14.6% |
| JPM JPMorgan Chase & Co. | 0.16% | 1,956 | $469K | Add +39.6% |
| INMU iShares Intermediate Muni Inc. | 0.16% | 19,822 | $468K | No change |
| WSM Williams-Sonoma Inc. | 0.15% | 2,448 | $453K | Add +3.7% |
| CSX CSX Corp. | 0.15% | 13,841 | $447K | Reduce -9.5% |
| UNH Unitedhealth Group Inc. | 0.15% | 868 | $439K | Add +31.1% |
| VWO Vanguard Ftse Emerging Marke | 0.14% | 9,807 | $432K | Reduce -0.1% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.14% | 12,519 | $415K | Add +8.0% |
| HD Home Depot Inc. | 0.14% | 1,045 | $407K | Add +88.0% |
| DFAT Dimensional US Target Value | 0.13% | 6,814 | $379K | Reduce -0.2% |
| DFAX Dimensional World Ex US Core | 0.13% | 15,080 | $375K | Add +1.3% |
| PRF Invesco Rafi US 1000 ETF | 0.12% | 9,215 | $372K | Add +0.2% |
| VYM Vanguard High DVD Yield ETF | 0.12% | 2,751 | $351K | New |
| SO The Southern Co. | 0.12% | 4,264 | $351K | Add +2.8% |
| LLY Eli Lilly & Co. | 0.11% | 415 | $320K | New |
| AOM iShares Core 40/60 Moderate | 0.10% | 6,893 | $299K | Reduce -12.1% |
| COST Costco Wholesale Corp. | 0.10% | 324 | $297K | Add +14.5% |
| CTVA Corteva Inc. | 0.10% | 5,205 | $296K | Reduce -7.3% |
| PG The Procter & Gamble Co. | 0.09% | 1,688 | $283K | Add +19.6% |
| AVGO Broadcom Inc. | 0.09% | 1,179 | $273K | New |
| ORCL Oracle Corp. | 0.09% | 1,624 | $271K | Add +19.9% |
| AOR iShares Core 60/40 Balanced | 0.09% | 4,626 | $265K | Add +11.6% |
| XETYX Eaton Vance Tax-MGD Div Eqty | 0.09% | 17,665 | $264K | No change |
| GOOGL Alphabet Inc. Class A | 0.08% | 1,313 | $249K | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.08% | 1,454 | $246K | Add +0.2% |
| SPAB SS SPDR P Agg Bond ETF | 0.08% | 9,755 | $244K | Add +1.3% |
| ETJ Eaton Vance RSK-MGD Divers | 0.08% | 25,904 | $241K | No change |
| PEP Pepsico Inc. | 0.08% | 1,497 | $228K | Add +24.2% |
| PDI PIMCO Dynamic Income Fund | 0.07% | 12,136 | $223K | Add +3.0% |
| MA Mastercard Inc. Class A | 0.07% | 412 | $217K | New |
| IJR iShares Core S&P Small-Cap E | 0.07% | 1,878 | $216K | Add +6.6% |
| ACWV iShares MSCI Global Min Vol | 0.07% | 1,962 | $214K | Reduce -2.3% |
| GOOG Alphabet Inc. Class C | 0.07% | 1,094 | $208K | New |
| WFC Wells Fargo & Co. | 0.07% | 2,948 | $207K | New |
| JNJ Johnson & Johnson | 0.07% | 1,394 | $202K | Add +4.9% |
| XEXGX Eaton Vance Tax-Managed Glob | 0.06% | 21,116 | $173K | Add +0.1% |
Portfolio Sells Q3 2024 → Q4 2024
| DUHP Dimensional US High Profi Et | Reduce -1.2% | 5.62% | −0.14 |
| AGG iShares Core U.S. Aggregate | Reduce -22.4% | 0.17% | −0.06 |
| DFUS Dimensional US Eq MKT ETF | Reduce -7.3% | 0.99% | −0.06 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -1.8% | 0.93% | −0.05 |
| USB US Bancorp | Reduce -12.0% | 0.47% | −0.04 |
| CSX CSX Corp. | Reduce -9.5% | 0.15% | −0.03 |
| DFAW Dimensional World Eqty ETF | Reduce -1.3% | 0.76% | −0.03 |
| AOM iShares Core 40/60 Moderate | Reduce -12.1% | 0.10% | −0.02 |
| LDUR PIMCO Enhanced Low Duration | Reduce -1.9% | 0.39% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.1% | 0.14% | −0.01 |
| CTVA Corteva Inc. | Reduce -7.3% | 0.10% | −0.01 |
| ACWV iShares MSCI Global Min Vol | Reduce -2.3% | 0.07% | −0.01 |
| DFAT Dimensional US Target Value | Reduce -0.2% | 0.13% | −0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -3.7% | 0.24% | +0.01 |
| DFAU Dimensional US Core Equity M | Reduce -0.1% | 4.11% | +0.06 |
Portfolio Buys Q3 2024 → Q4 2024
| NVDA Nvidia Corp. | New | 0.26% | +0.26 |
| DFAC Dimensional US Core Equity 2 | Add +0.3% | 39.64% | +0.24 |
| AAPL Apple Inc. | Add +39.4% | 0.68% | +0.22 |
| MSFT Microsoft Corp. | Add +231.6% | 0.24% | +0.17 |
| META Meta Platforms Inc. Class A | New | 0.17% | +0.17 |
| VYM Vanguard High DVD Yield ETF | New | 0.12% | +0.12 |
| LLY Eli Lilly & Co. | New | 0.11% | +0.11 |
| AVGO Broadcom Inc. | New | 0.09% | +0.09 |
| GOOGL Alphabet Inc. Class A | New | 0.08% | +0.08 |
| WMT Walmart Inc. | Add +14.5% | 0.36% | +0.08 |
| AMZN Amazon.com Inc. | Add +46.1% | 0.18% | +0.08 |
| MA Mastercard Inc. Class A | New | 0.07% | +0.07 |
| GOOG Alphabet Inc. Class C | New | 0.07% | +0.07 |
| WFC Wells Fargo & Co. | New | 0.07% | +0.07 |
| HD Home Depot Inc. | Add +88.0% | 0.14% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +39.6% | 0.16% | +0.06 |
| ABBV Abbvie Inc. | Add +40.1% | 0.27% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +14.4% | 0.45% | +0.05 |
| NEAR iShares SH Dba ETF Usd Inc. | Add +8.7% | 0.68% | +0.04 |
| ABT Abbott Laboratories | Add +13.7% | 0.35% | +0.04 |
| EMR Emerson Electric Co. | Add +3.1% | 0.23% | +0.03 |
| WSM Williams-Sonoma Inc. | Add +3.7% | 0.15% | +0.03 |
| IBM Intl Business Machines Corp. | Add +14.6% | 0.16% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +31.1% | 0.15% | +0.02 |
| DFSU Dimensional US Sus CORE1 ETF | Add +0.0% | 1.09% | +0.02 |
| COST Costco Wholesale Corp. | Add +14.5% | 0.10% | +0.01 |
| ORCL Oracle Corp. | Add +19.9% | 0.09% | +0.01 |
| PG The Procter & Gamble Co. | Add +19.6% | 0.09% | +0.01 |
| JPIE JPMorgan Income ETF | Add +3.1% | 1.37% | +0.01 |
| XOM Exxon Mobil Corp. | Add +16.0% | 0.17% | +0.01 |
| IWB iShares Russell 1000 ETF | Add +0.1% | 0.40% | +0.01 |
| PEP Pepsico Inc. | Add +24.2% | 0.08% | +0.01 |
| MEAR Ishrs Short Mat Muni Act ETF | Add +2.8% | 0.46% | +0.01 |
| AOR iShares Core 60/40 Balanced | Add +11.6% | 0.09% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +6.6% | 0.07% | +0.00 |
| DFSE Dimensional Em Sus CORE1 ETF | Add +8.0% | 0.14% | +0.00 |
| DFAS Dimensional US Small Cap ETF | Add +0.2% | 0.90% | +0.00 |
| PRF Invesco Rafi US 1000 ETF | Add +0.2% | 0.12% | −0.00 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +1.9% | 0.22% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.2% | 0.08% | −0.00 |
| SPAB SS SPDR P Agg Bond ETF | Add +1.3% | 0.08% | −0.00 |
| XEXGX Eaton Vance Tax-Managed Glob | Add +0.1% | 0.06% | −0.00 |
| JNJ Johnson & Johnson | Add +4.9% | 0.07% | −0.00 |
| PDI PIMCO Dynamic Income Fund | Add +3.0% | 0.07% | −0.01 |
| MUNI PIMCO Intermediate Municipal | Add +0.5% | 0.28% | −0.01 |
| SO The Southern Co. | Add +2.8% | 0.12% | −0.01 |
| AOA iShares Core 80/20 Aggressiv | Add +2.0% | 0.62% | −0.01 |
| DFAX Dimensional World Ex US Core | Add +1.3% | 0.13% | −0.01 |
| DFSI Dimensional Int Sus COR1 ETF | Add +5.0% | 0.47% | −0.02 |
| BOND PIMCO Active Bond Exchange-T | Add +3.9% | 1.95% | −0.02 |
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 |