13F Insight
DOSSIER · 13F-HR · Q2 2026

Syverson Strege & Co

$459M in tracked AUM across 186 positions as of Q2 2026.

SS
CIK 0001682057 · last filed Jun 30, 2026
Total AUM
$459M
as of Q2 2026
Holdings
186
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Syverson Strege & Co filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$142M3.2M30.9%02
DFIC
DIMENSIONAL ETF TRUST
$76M2.0M16.5%03
DFEM
DIMENSIONAL ETF TRUST
$29M709K6.3%04
DUHP
DIMENSIONAL ETF TRUST
$19M458K4.2%05
DFGR
DIMENSIONAL ETF TRUST
$14M478K3.0%06
JPST
J P MORGAN EXCHANGE TRADED F
$11M212K2.3%07
DFAU
DIMENSIONAL ETF TRUST
$10M202K2.3%08
DFAS
DIMENSIONAL ETF TRUST
$10M122K2.2%09
DFAI
DIMENSIONAL ETF TRUST
$5M129K1.2%10
AAPL
APPLE INC
$5M17K1.0%

Filing history

2026Q2Jun 30
$459M▲ 10.4%
186 positionsView →2026Q1Mar 31
$416M▼ 1.6%
169 positionsView →2025Q4Dec 31
$423M▲ 1.2%
166 positionsView →2025Q3Sep 30
$417M▼ 1.4%
165 positionsView →2025Q2Jun 30
$423M▲ 36.0%
168 positionsLocked2025Q1Mar 31
$311M▲ 3.8%
79 positionsLocked2024Q4Dec 31
$300M▲ 0.5%
78 positionsLocked2024Q3Sep 30
$298M▲ 1.7%
69 positionsLocked2024Q2Jun 30
$293M▲ 5.8%
76 positionsLocked2024Q1Mar 31
$277M▲ 7.6%
71 positionsLocked2023Q4Dec 31
$258M▲ 15.3%
69 positionsLocked2023Q3Sep 30
$223M▼ 4.3%
60 positionsLocked
Showing 12 of 23