Syverson Strege & Co
CIK: 0001682057SEC EDGAR →
Portfolio Value
$422.5M
Holdings
166
As of
Q4 2025
New Positions
9
Closed Positions
12
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 3,225,954 | $127.7M | 30.23% |
| 2 | DIMENSIONAL ETF TRUST | 2,066,694 | $71.2M | 16.86% |
| 3 | DIMENSIONAL ETF TRUST | 756,542 | $25.0M | 5.92% |
| 4 | DIMENSIONAL ETF TRUST | 443,009 | $16.8M | 3.99% |
| 5 | DIMENSIONAL ETF TRUST | 475,476 | $12.6M | 2.97% |
| 6 | DIMENSIONAL ETF TRUST | 175,826 | $12.2M | 2.90% |
| 7 | DIMENSIONAL ETF TRUST | 245,507 | $11.5M | 2.72% |
| 8 | J P MORGAN EXCHANGE TRADED F | 175,407 | $8.9M | 2.10% |
| 9 | DIMENSIONAL ETF TRUST | 155,674 | $5.9M | 1.40% |
| 10 | DIMENSIONAL ETF TRUST | 178,735 | $5.9M | 1.39% |
Quarterly Changes
Top Buys
New Positions (13)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 65 | $353.3M | 83.6% |
| Technology | 29 | $23.8M | 5.6% |
| Healthcare | 17 | $10.3M | 2.4% |
| Communication Services | 6 | $8.3M | 2.0% |
| Consumer Cyclical | 10 | $6.1M | 1.4% |
| Unknown | 10 | $6.0M | 1.4% |
| Consumer Defensive | 7 | $5.3M | 1.3% |
| Energy | 7 | $3.8M | 0.9% |
| Industrials | 7 | $3.1M | 0.7% |
| Utilities | 5 | $1.6M | 0.4% |
| Basic Materials | 3 | $838K | 0.2% |