Advertisement
Screener

Syverson Strege & Co Last Quarter Change: USA ETF, Sold Out

Syverson Strege & Co quarter change: USA ETF, Sold out

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Syverson Strege & Co opened 12 positions, added to 10, reduced 14, sold out of 11 and left 8 unchanged. The largest increase in value was DFAC (+$141,807,094); the largest decrease was DFAC (-$123,634,621).

  • DFAC: Country of operation —; Class US CORE EQUITY 2; Shares 2026-03-31 3,181,539; Shares 2026-06-30 0.
  • DUHP: Country of operation —; Class US HIGH PROFITAB; Shares 2026-03-31 455,686; Shares 2026-06-30 0.
  • USMV: Country of operation —; Class MSCI USA MIN VOL; Shares 2026-03-31 33,016; Shares 2026-06-30 0.
  • DFUS: Country of operation —; Class US EQUITY MARKET; Shares 2026-03-31 28,764; Shares 2026-06-30 0.

Two Form 13F-HR filings compared (SEC CIK 1682057): 2026-03-31 (filed 2026-05-04) and 2026-06-30 (filed 2026-08-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
DFAC
DIMENSIONAL ETF TRUST
US CORE EQUITY 23,181,5390-3,181,539$123,634,621$0-$123,634,621
DUHP
DIMENSIONAL ETF TRUST
US HIGH PROFITAB455,6860-455,686$16,751,014$0-$16,751,014
USMV
ISHARES TR
MSCI USA MIN VOL33,0160-33,016$3,061,945$0-$3,061,945
DFUS
DIMENSIONAL ETF TRUST
US EQUITY MARKET28,7640-28,764$2,039,678$0-$2,039,678
AOA
ISHARES TR
CORE 80/20 AGGRE18,5430-18,543$1,640,858$0-$1,640,858
HYMB
SPDR SERIES TRUST
STATE STREET SPD27,4480-27,448$680,700$0-$680,700
NEAR
ISHARES U S ETF TR
SHORT DURATION B12,0770-12,077$613,955$0-$613,955
DFSE
DIMENSIONAL ETF TRUST
EMERGING MARKETS13,3840-13,384$567,092$0-$567,092
INMU
BLACKROCK ETF TRUST II
ISHARES INTERMED19,8220-19,822$473,944$0-$473,944
AOM
ISHARES TR
CORE 40/60 MODER6,4190-6,419$304,063$0-$304,063
AOR
ISHARES TR
CORE 60/40 BALAN3,8720-3,872$249,178$0-$249,178

Similar Firms

Firm NameCountry13F ValueHoldings
HOWARD HUGHES MEDICAL INSTITUTEUnited States$0.416B31
INCEPTIONR LLCUnited States$0.415B617
Venator Management LLCUnited States$0.416B28
STEVENS CAPITAL PARTNERSUnited States$0.416B166
Spruce Street Capital LPUnited States$0.416B28
CLARK ESTATES INC/NYUnited States$0.416B97
Retirement Management Systems Inc.United States$0.415B51
KFA Private Wealth Group, LLCUnited States$0.417B160
ALPINE WOODS CAPITAL INVESTORS, LLCUnited States$0.417B200
SERENITY CAPITAL MANAGEMENT PTE. LTD.Singapore$0.414B10