StockDriftsStockDriftsTop 50 Syverson Strege & Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 29.75% | 3.18M | $123.6M | -1.38%(-44.41K) | $25.75(+67.86%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 17.35% | 2.03M | $72.1M | -1.79%(-36.96K) | $24.01(+58.60%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 6.21% | 747.1K | $25.8M | -1.25%(-9.47K) | $24.72(+63.50%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 4.03% | 455.7K | $16.8M | +2.86%(+12.68K) | $25.17(+58.51%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 3.09% | 180.7K | $12.9M | +2.76%(+4.86K) | $61.30(+24.80%) | 2026-03-31 | |
| DFGR | DIMENSIONAL ETF TRUST | 3.04% | 476.1K | $12.7M | +0.13%(+610) | $24.67(+16.61%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 2.35% | 216.8K | $9.8M | -11.70%(-28.72K) | $30.44(+67.44%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 2.26% | 186.0K | $9.4M | +6.02%(+10.56K) | $50.52(+0.01%) | 2026-03-31 | |
| DFIS | DIMENSIONAL ETF TRUST | 1.43% | 176.9K | $6.0M | -1.00%(-1.79K) | $26.96(+35.39%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 1.24% | 131.9K | $5.1M | -15.29%(-23.81K) | $27.41(+51.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.87% | +43.79% |
| Top 20 Holdings Unweighted | +8.76% | +28.63% |
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