Syverson Strege & Co
CIK 1682057
13F filing for Q2 2026・No. 4,124
- Holdings
- US$458.88M
- Quarter change
- +US$43.27M
- Entries
- 186
- Net bought (estimate)
- −US$5.22M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 22
- Sold out 5
- Cut 112
- Added 41
- Corporate actions 0
- Unchanged 11
Largest holdings
186 stocks worth US$458.88M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | Added | 3,196,733 | US$141.81M | 30.90% |
| DIMENSIONAL ETF TRUSTINTL CORE EQUITY | Added | 2,037,905 | US$75.93M | 16.55% |
| DIMENSIONAL ETF TRUSTEMERGING MKTS CO | Cut | 709,279 | US$28.83M | 6.28% |
| DIMENSIONAL ETF TRUSTUS HIGH PROF ETF | Added | 458,250 | US$19.12M | 4.17% |
| DIMENSIONAL ETF TRUSTGLOBAL REAL EST | Added | 478,322 | US$13.86M | 3.02% |
| JPSTJ P MORGAN EXCHANGE TRADED FULTRA SHRT ETF | Added | 212,175 | US$10.73M | 2.34% |
| DIMENSIONAL ETF TRUSTUS CORE EQT MKT | Cut | 201,662 | US$10.42M | 2.27% |
| DIMENSIONAL ETF TRUSTUS SMALL CAP ETF | Cut | 121,633 | US$10.02M | 2.18% |
| DIMENSIONAL ETF TRUSTINTL CORE EQT MK | Cut | 129,124 | US$5.33M | 1.16% |
| AAPLAppleCOM | Cut | 16,501 | US$4.77M | 1.04% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 6, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.