account_balance

Investment manager · 13F filer · SEC CIK 1682057

Syverson Strege & Co

Reported value$461Mas of Sep 30, 2026
Positions186 14 new, 14 sold out
Top 10 weight70.7%DFAC alone is 31%
FiledNov 233 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFAC Dimensional ETF Trust 31.4% Held
DFIC Dimensional ETF Trust 16.8% Held
DFEM Dimensional ETF Trust 6.2% Held
DUHP Dfa Invt Dimensions Group In 4.1% Trimmed −3%
DFGR Dimensional ETF Trust 2.9% Added +4%
JPST J P Morgan Exchange Traded F 2.6% Added +12%
DFAS Dimensional ETF Trust 2.0% Held
DFAU Dimensional ETF Trust 2.0% Trimmed −14%
NVDA NVIDIA Corp 1.4% Added +21%AAPL Apple Inc. 1.2% Held
DFIS Dimensional ETF Trust 1.0% Held
DFAI Dimensional ETF Trust 1.0% Trimmed −13%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 2, 2026, compared with the Aug 6, 2026 filing
add_circleNew
  • IWV $510K
  • VEA $408K
  • APA $307K
  • PSX $280K
arrow_upwardAdded
arrow_downwardTrimmed
  • JPIE −16%
  • AOA −15%
  • DFAE −15%
  • BOND −14%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist