Institutional Fund
Syverson Strege & Co
West Des Moines, IACIK 16820575 filings on record
Portfolio Value
$415.61M
Q1 2026
Holdings
169
Reported positions
New Buys
11
Opened this quarter
QoQ Change
-1.6%
from $422.53M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust29.7%
- Dimensional ETF Trust17.4%
- Dimensional ETF Trust6.2%
- Dimensional ETF Trust4.0%
- Dimensional ETF Trust3.1%
- Dimensional ETF Trust3.0%
- Other36.5%
Portfolio Holdings
169 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 3.18M | $123.63M | 29.7% | −44.4K | Reduced |
| 2 | Dimensional ETF Trust | 2.03M | $72.12M | 17.4% | −37.0K | Reduced |
| 3 | Dimensional ETF Trust | 747.1K | $25.81M | 6.2% | −9.5K | Reduced |
| 4 | Dimensional ETF Trust | 455.7K | $16.75M | 4.0% | +12.7K | Added |
| 5 | Dimensional ETF Trust | 180.7K | $12.85M | 3.1% | +4.9K | Added |
| 6 | Dimensional ETF Trust | 476.1K | $12.65M | 3.0% | +610 | Added |
| 7 | Dimensional ETF Trust | 216.8K | $9.78M | 2.4% | −28.7K | Reduced |
| 8 | J P Morgan Exchange Traded F | 186.0K | $9.41M | 2.3% | +10.6K | Added |
| 9 | Dimensional ETF Trust | 176.9K | $5.96M | 1.4% | −1.8K | Reduced |
| 10 | Dimensional ETF Trust | 131.9K | $5.14M | 1.2% | −23.8K | Reduced |
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