Syverson Strege & Co
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Syverson Strege & Co reported 79 stock positions worth $311.3 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 36.9% of the portfolio, followed by Dimensional International (DFIC, 18.2%) and Dimensional Emrg MRKT Core (DFEM, 5.6%). Compared with Q4 2024, it opened 5 new positions, sold out of 4, added to 47 and reduced 18. The biggest buy was a new position in JPMorgan Ultra-Short Income (JPST) and the biggest sale iShares SH Dba ETF Usd (NEAR, shares −83%).
- Most Recent 13F
- Q2 2026
- Location
- WEST DES MOINES, IA
- CIK
- 0001682057
- Portfolio Value
- $311.3M (Q1 2025)
- SEC Filing
- 0001682057-25-000003 ↗ filed May 13, 2025
Holdings Value
Holdings 79 stocks · $311.3M
| DFAC Dimensional US Core Equity 2 | 36.88% | 3,479,601 | $114.8M | Add +1.3% |
| DFIC Dimensional International Co. | 18.20% | 2,039,608 | $56.6M | Add +1.8% |
| DFEM Dimensional Emrg MRKT Core | 5.60% | 659,237 | $17.4M | Add +3.3% |
| DUHP Dimensional US High Profi Et | 5.25% | 492,789 | $16.3M | Reduce -1.3% |
| DFGR Dim Global Real Estate ETF | 4.17% | 494,739 | $13.0M | Add +3.2% |
| DFAU Dimensional US Core Equity M | 3.83% | 310,270 | $11.9M | Add +1.9% |
| JPST JPMorgan Ultra-Short Income | 2.86% | 175,539 | $8.9M | New |
| DFAI Dimensional International Co. | 1.98% | 197,642 | $6.2M | Add +1.8% |
| BOND PIMCO Active Bond Exchange-T | 1.95% | 65,715 | $6.1M | Add +1.6% |
| JPIE JPMorgan Income ETF | 1.37% | 92,397 | $4.3M | Add +2.8% |
| DFSU Dimensional US Sus CORE1 ETF | 1.06% | 92,308 | $3.3M | Add +6.7% |
| USMV iShares MSCI USA Min Vol Fac | 0.94% | 31,258 | $2.9M | Reduce -0.5% |
| DFUS Dimensional US Eq MKT ETF | 0.90% | 46,214 | $2.8M | Reduce -0.7% |
| DFAS Dimensional US Small Cap ETF | 0.84% | 43,758 | $2.6M | Add +5.0% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.76% | 46,601 | $2.4M | New |
| DFAW Dimensional World Eqty ETF | 0.71% | 36,191 | $2.2M | Reduce -0.8% |
| AAPL Apple Inc. | 0.61% | 8,529 | $1.9M | Add +4.6% |
| AOA iShares Core 80/20 Aggressiv | 0.59% | 23,821 | $1.8M | Reduce -1.6% |
| DFAE Dimensional Emerging Core Eq | 0.54% | 64,727 | $1.7M | Add +4.1% |
| DFSI Dimensional Int Sus COR1 ETF | 0.54% | 47,787 | $1.7M | Add +10.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.52% | 3,027 | $1.6M | Add +0.6% |
| DFIS Dimensional International SM | 0.43% | 51,885 | $1.3M | Add +5.8% |
| MSFT Microsoft Corp. | 0.43% | 3,543 | $1.3M | Add +103.5% |
| ABT Abbott Laboratories | 0.40% | 9,351 | $1.2M | Add +0.4% |
| VIG Vanguard Dividend Apprec ETF | 0.39% | 6,336 | $1.2M | No change |
| USB US Bancorp | 0.39% | 29,062 | $1.2M | Reduce -0.8% |
| LDUR PIMCO Enhanced Low Duration | 0.39% | 12,675 | $1.2M | Add +3.5% |
| IWB iShares Russell 1000 ETF | 0.37% | 3,758 | $1.2M | Add +0.0% |
| RSP Invesco S&P 500 Equal Weight | 0.37% | 6,597 | $1.1M | No change |
| WMT Walmart Inc. | 0.34% | 12,202 | $1.1M | Add +1.1% |
| ABBV Abbvie Inc. | 0.31% | 4,592 | $962K | Add +0.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.31% | 15,718 | $953K | No change |
| MUNI PIMCO Intermediate Municipal | 0.27% | 16,189 | $835K | Add +0.8% |
| VXF Vanguard Extended Market ETF | 0.23% | 4,079 | $703K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.21% | 1,775 | $658K | No change |
| HYMB SS SPDR N Ice HY Muni ETF | 0.20% | 24,533 | $619K | Reduce -3.6% |
| XOM Exxon Mobil Corp. | 0.19% | 4,853 | $577K | Add +3.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.18% | 2,293 | $570K | Add +3.3% |
| EMR Emerson Electric Co. | 0.18% | 5,187 | $569K | Reduce -8.8% |
| NVDA Nvidia Corp. | 0.18% | 5,155 | $559K | Reduce -10.8% |
| META Meta Platforms Inc. Class A | 0.18% | 953 | $549K | Add +10.7% |
| VYM Vanguard High DVD Yield ETF | 0.16% | 3,889 | $502K | Add +41.4% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.16% | 14,784 | $498K | Add +18.1% |
| JPM JPMorgan Chase & Co. | 0.16% | 2,015 | $494K | Add +3.0% |
| AMZN Amazon.com Inc. | 0.15% | 2,498 | $475K | Add +0.4% |
| INMU iShares Intermediate Muni Inc. | 0.15% | 19,822 | $469K | No change |
| UNH Unitedhealth Group Inc. | 0.15% | 886 | $464K | Add +2.1% |
| AGG iShares Core U.S. Aggregate | 0.14% | 4,520 | $447K | Reduce -12.3% |
| VWO Vanguard Ftse Emerging Marke | 0.14% | 9,807 | $444K | No change |
| CSX CSX Corp. | 0.13% | 13,937 | $410K | Add +0.7% |
| SO The Southern Co. | 0.13% | 4,326 | $398K | Add +1.4% |
| DFAX Dimensional World Ex US Core | 0.13% | 15,080 | $395K | No change |
| WSM Williams-Sonoma Inc. | 0.13% | 2,484 | $393K | Add +1.5% |
| HD Home Depot Inc. | 0.12% | 1,040 | $381K | Reduce -0.5% |
| PRF Invesco Rafi US 1000 ETF | 0.12% | 9,210 | $372K | Reduce -0.1% |
| LLY Eli Lilly & Co. | 0.12% | 437 | $361K | Add +5.3% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.11% | 6,747 | $343K | Reduce -83.3% |
| COST Costco Wholesale Corp. | 0.10% | 338 | $320K | Add +4.3% |
| AOM iShares Core 40/60 Moderate | 0.10% | 7,272 | $319K | Add +5.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.10% | 1,767 | $305K | Add +21.5% |
| DFAT Dimensional US Target Value | 0.10% | 5,841 | $301K | Reduce -14.3% |
| PG The Procter & Gamble Co. | 0.09% | 1,729 | $295K | Add +2.4% |
| CTVA Corteva Inc. | 0.09% | 4,518 | $284K | Reduce -13.2% |
| AOR iShares Core 60/40 Balanced | 0.09% | 4,724 | $272K | Add +2.1% |
| MA Mastercard Inc. Class A | 0.08% | 466 | $256K | Add +13.1% |
| XETYX Eaton Vance Tax-MGD Div Eqty | 0.08% | 17,665 | $252K | No change |
| SPAB SS SPDR P Agg Bond ETF | 0.08% | 9,820 | $251K | Add +0.7% |
| JNJ Johnson & Johnson | 0.08% | 1,500 | $249K | Add +7.6% |
| PDI PIMCO Dynamic Income Fund | 0.08% | 12,505 | $248K | Add +3.0% |
| PEP Pepsico Inc. | 0.07% | 1,555 | $233K | Add +3.9% |
| ORCL Oracle Corp. | 0.07% | 1,622 | $227K | Reduce -0.1% |
| AEE Ameren Corporation | 0.07% | 2,224 | $223K | New |
| VYMI Vanguard Int High DVD YLD Inc. | 0.07% | 3,030 | $223K | New |
| GOOGL Alphabet Inc. Class A | 0.07% | 1,440 | $223K | Add +9.7% |
| ACWV iShares MSCI Global Min Vol | 0.07% | 1,883 | $219K | Reduce -4.0% |
| WFC Wells Fargo & Co. | 0.07% | 2,928 | $210K | Reduce -0.7% |
| GOOG Alphabet Inc. Class C | 0.06% | 1,293 | $202K | Add +18.2% |
| CVX Chevron Corp. | 0.06% | 1,196 | $200K | New |
| XEXGX Eaton Vance Tax-Managed Glob | 0.06% | 21,138 | $172K | Add +0.1% |
Portfolio Sells Q4 2024 → Q1 2025
| NEAR iShares SH Dba ETF Usd Inc. | Reduce -83.3% | 0.11% | −0.57 |
| MEAR Ishrs Short Mat Muni Act ETF | Sold out | 0.00% | −0.46 |
| DUHP Dimensional US High Profi Et | Reduce -1.3% | 5.25% | −0.38 |
| DFUS Dimensional US Eq MKT ETF | Reduce -0.7% | 0.90% | −0.09 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.09 |
| ETJ Eaton Vance RSK-MGD Divers | Sold out | 0.00% | −0.08 |
| NVDA Nvidia Corp. | Reduce -10.8% | 0.18% | −0.08 |
| USB US Bancorp | Reduce -0.8% | 0.39% | −0.07 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.07 |
| EMR Emerson Electric Co. | Reduce -8.8% | 0.18% | −0.05 |
| DFAW Dimensional World Eqty ETF | Reduce -0.8% | 0.71% | −0.05 |
| AOA iShares Core 80/20 Aggressiv | Reduce -1.6% | 0.59% | −0.03 |
| DFAT Dimensional US Target Value | Reduce -14.3% | 0.10% | −0.03 |
| AGG iShares Core U.S. Aggregate | Reduce -12.3% | 0.14% | −0.02 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -3.6% | 0.20% | −0.02 |
| ORCL Oracle Corp. | Reduce -0.1% | 0.07% | −0.02 |
| HD Home Depot Inc. | Reduce -0.5% | 0.12% | −0.01 |
| CTVA Corteva Inc. | Reduce -13.2% | 0.09% | −0.01 |
| PRF Invesco Rafi US 1000 ETF | Reduce -0.1% | 0.12% | −0.00 |
| WFC Wells Fargo & Co. | Reduce -0.7% | 0.07% | −0.00 |
| ACWV iShares MSCI Global Min Vol | Reduce -4.0% | 0.07% | −0.00 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.5% | 0.94% | +0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| JPST JPMorgan Ultra-Short Income | New | 2.86% | +2.86 |
| DFIC Dimensional International Co. | Add +1.8% | 18.20% | +0.93 |
| JMST JPM Ultra-Short Muni Income | New | 0.76% | +0.76 |
| MSFT Microsoft Corp. | Add +103.5% | 0.43% | +0.18 |
| DFAI Dimensional International Co. | Add +1.8% | 1.98% | +0.09 |
| DFGR Dim Global Real Estate ETF | Add +3.2% | 4.17% | +0.09 |
| AEE Ameren Corporation | New | 0.07% | +0.07 |
| VYMI Vanguard Int High DVD YLD Inc. | New | 0.07% | +0.07 |
| CVX Chevron Corp. | New | 0.06% | +0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.6% | 0.52% | +0.06 |
| DFSI Dimensional Int Sus COR1 ETF | Add +10.3% | 0.54% | +0.06 |
| ABT Abbott Laboratories | Add +0.4% | 0.40% | +0.05 |
| VYM Vanguard High DVD Yield ETF | Add +41.4% | 0.16% | +0.04 |
| ABBV Abbvie Inc. | Add +0.8% | 0.31% | +0.04 |
| DFEM Dimensional Emrg MRKT Core | Add +3.3% | 5.60% | +0.03 |
| DFIS Dimensional International SM | Add +5.8% | 0.43% | +0.03 |
| DFSE Dimensional Em Sus CORE1 ETF | Add +18.1% | 0.16% | +0.02 |
| IBM Intl Business Machines Corp. | Add +3.3% | 0.18% | +0.02 |
| XOM Exxon Mobil Corp. | Add +3.6% | 0.19% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +21.5% | 0.10% | +0.02 |
| JNJ Johnson & Johnson | Add +7.6% | 0.08% | +0.01 |
| DFAE Dimensional Emerging Core Eq | Add +4.1% | 0.54% | +0.01 |
| SO The Southern Co. | Add +1.4% | 0.13% | +0.01 |
| MA Mastercard Inc. Class A | Add +13.1% | 0.08% | +0.01 |
| LLY Eli Lilly & Co. | Add +5.3% | 0.12% | +0.01 |
| META Meta Platforms Inc. Class A | Add +10.7% | 0.18% | +0.01 |
| PDI PIMCO Dynamic Income Fund | Add +3.0% | 0.08% | +0.01 |
| COST Costco Wholesale Corp. | Add +4.3% | 0.10% | +0.00 |
| LDUR PIMCO Enhanced Low Duration | Add +3.5% | 0.39% | +0.00 |
| AOM iShares Core 40/60 Moderate | Add +5.5% | 0.10% | +0.00 |
| UNH Unitedhealth Group Inc. | Add +2.1% | 0.15% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +3.0% | 0.16% | +0.00 |
| BOND PIMCO Active Bond Exchange-T | Add +1.6% | 1.95% | +0.00 |
| PG The Procter & Gamble Co. | Add +2.4% | 0.09% | +0.00 |
| JPIE JPMorgan Income ETF | Add +2.8% | 1.37% | −0.00 |
| SPAB SS SPDR P Agg Bond ETF | Add +0.7% | 0.08% | −0.00 |
| AOR iShares Core 60/40 Balanced | Add +2.1% | 0.09% | −0.00 |
| PEP Pepsico Inc. | Add +3.9% | 0.07% | −0.00 |
| XEXGX Eaton Vance Tax-Managed Glob | Add +0.1% | 0.06% | −0.00 |
| GOOG Alphabet Inc. Class C | Add +18.2% | 0.06% | −0.00 |
| MUNI PIMCO Intermediate Municipal | Add +0.8% | 0.27% | −0.01 |
| GOOGL Alphabet Inc. Class A | Add +9.7% | 0.07% | −0.01 |
| CSX CSX Corp. | Add +0.7% | 0.13% | −0.02 |
| WMT Walmart Inc. | Add +1.1% | 0.34% | −0.02 |
| WSM Williams-Sonoma Inc. | Add +1.5% | 0.13% | −0.03 |
| AMZN Amazon.com Inc. | Add +0.4% | 0.15% | −0.03 |
| DFSU Dimensional US Sus CORE1 ETF | Add +6.7% | 1.06% | −0.03 |
| IWB iShares Russell 1000 ETF | Add +0.0% | 0.37% | −0.03 |
| DFAS Dimensional US Small Cap ETF | Add +5.0% | 0.84% | −0.06 |
| AAPL Apple Inc. | Add +4.6% | 0.61% | −0.07 |
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 |