StockDriftsStockDriftsTop 50 Syverson Strege & Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 30.9% | 3.20M | $141.8M | +0.48%(+15.19K) | $25.82(+78.33%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 16.55% | 2.04M | $75.9M | +0.40%(+8.17K) | $24.06(+63.42%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 6.28% | 709.3K | $28.8M | -5.06%(-37.79K) | $24.72(+63.48%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 4.17% | 458.3K | $19.1M | +0.56%(+2.56K) | $25.25(+68.61%) | 2026-06-30 | |
| DFGR | DIMENSIONAL ETF TRUST | 3.02% | 478.3K | $13.9M | +0.47%(+2.24K) | $24.68(+19.14%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 2.34% | 212.2K | $10.7M | +14.09%(+26.21K) | $50.52(-0.04%) | 2026-06-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 2.27% | 201.7K | $10.4M | -6.98%(-15.12K) | $30.44(+76.51%) | 2026-06-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 2.18% | 121.6K | $10.0M | -32.68%(-59.05K) | $61.30(+37.29%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 1.16% | 129.1K | $5.3M | -2.08%(-2.74K) | $27.41(+58.13%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.04% | 16.5K | $4.8M | -0.67%(-111) | $196.87(+55.12%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.10% | +52.48% | +9.36% | +56.43% |
| Top 20 Holdings Unweighted | +9.94% | +32.88% | +4.55% | +24.93% |
Syverson Strege & Co reports $458.88M in US-listed equity holdings across 186 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (30.9%), DFIC (16.6%) and DFEM (6.3%). The top 20 holdings account for 77.64% of reported assets. Its disclosed equity book has returned +52.48% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Syverson Strege & Co’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1682057). View Syverson Strege & Co’s 13F filings on SEC