Syverson Strege &
Syverson Strege & reported 186 stocks worth $461M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are Dimensional ETF Trust (31.4%), DFIC (16.8%) and DFEM (6.2%). Compared with Q2 2026, the fund opened new positions in DUHP, XOM and IWV, added to DFIC, DFEM and DFGR, trimmed DFAU, DFIS and DFAI and sold out of XOM, CSX and VYMI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $145M | 31.4% | 3.3M | +60K (+2%) | 8 of 8 | |
| 2 |  DFIC Dimensional Intern Core | $77.5M | 16.8% | 2.1M | +24K (+1%) | 8 of 8 | |
| 3 |  DFEM Dimensional ETF Trust | $28.7M | 6.2% | 723K | +14K (+2%) | 8 of 8 | |
| 4 |  DUHP Dfa Invt Dimensions Group in | $18.7M | 4.1% | 447K | New position | 1 of 8 | |
| 5 |  DFGR Dimensional ETF Trust | $13.4M | 2.9% | 496K | +17K (+4%) | 8 of 8 | |
| 6 |  JPST J P Morgan Exchange Traded F | $11.9M | 2.6% | 237K | +25K (+12%) | 7 of 8 | |
| 7 | DIMENSIONAL U S SMALL CAP ETF | $9.4M | 2.0% | 121K | −700 (−1%) | 8 of 8 | |
| 8 |  DFAU Dimensional ETF Trust | $9.1M | 2.0% | 174K | −28K (−14%) | 8 of 8 | |
| 9 |  NVDA Nvidia Corporation | $6.5M | 1.4% | 28K | +4,902 (+21%) | 8 of 8 | |
| 10 |  AAPL Apple Inc | $5.6M | 1.2% | 17K | +212 (+1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $19.1M | 458K |
 XOM Exxon Mobil Corp | $2.1M | 16K |
 CSX Csx Corp | $359K | 7,548 |
 VYMI Vanguard Whitehall Fds | $241K | 2,451 |
 FLEX Flex Ltd | $228K | 1,407 |
🔒 Free account: see all 16.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Nov 2, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
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All hedge fund holdings →Syverson Strege & 13F FAQ
What does Syverson Strege & own?
Syverson Strege & reported 186 stocks worth $461M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are Dimensional ETF Trust (31.4%), DFIC (16.8%) and DFEM (6.2%). The table above lists every position in the filing (the top 10 without an account).
What did Syverson Strege & buy and sell in Q3 2026?
Compared with Q2 2026: 16 new positions, 57 added to, 77 trimmed and 16 sold out. New positions include DUHP, XOM and IWV. It sold all of XOM, CSX and VYMI.
When will Syverson Strege & file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Syverson Strege &'s portfolio worth?
The Q3 2026 filing reports $461M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.