Syverson Strege & Co: 13F holdings

CIK 16820572026Q2

Positions186
Reported value$458.9m
Filed2026-08-06

Change since last quarter

Positions186 (+17 vs prior quarter)
Reported value$458.9m (+10.4%)

Top 10 holdings

SecuritySharesValueWeight
DIMENSIONAL ETF TRUST3,196,733$141.8m30.9%
DFIC DIMENSIONAL ETF TRUST2,037,905$75.9m16.5%
DFEM DIMENSIONAL ETF TRUST709,279$28.8m6.3%
DIMENSIONAL ETF TRUST458,250$19.1m4.2%
DFGR DIMENSIONAL ETF TRUST478,322$13.9m3.0%
JPST J P MORGAN EXCHANGE TRADED F212,175$10.7m2.3%
PAVE DIMENSIONAL ETF TRUST201,662$10.4m2.3%
DIMENSIONAL ETF TRUST121,633$10.0m2.2%
DFAI DIMENSIONAL ETF TRUST129,124$5.3m1.2%
AAPL APPLE INC16,501$4.8m1.0%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1682057")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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