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Syverson Strege & Co’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Syverson Strege & Co’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$124M Sell
3,181,539
-44,415
-1% -$1.79M 29.75% 1
2025
Q4 		$128M Sell
3,225,954
-29,579
-0.9% -$1.15M 30.23% 1
2025
Q3 		$126M Sell
3,255,533
-238,820
-7% -$8.91M 30.09% 1
2025
Q2 		$125M Buy
3,494,353
+14,752
+0.4% +$492K 29.58% 1
2025
Q1 		$115M Buy
3,479,601
+42,925
+1% +$1.49M 36.88% 1
2024
Q4 		$119M Buy
3,436,676
+8,535
+0.2% +$301K 39.64% 1
2024
Q3 		$118M Sell
3,428,141
-29,131
-0.8% -$962K 39.39% 1
2024
Q2 		$111M Sell
3,457,272
-2,768
-0.1% -$87.3K 37.99% 1
2024
Q1 		$111M Buy
3,460,040
+20,308
+0.6% +$613K 39.85% 1
2023
Q4 		$101M Sell
3,439,732
-44,590
-1% -$1.21M 39% 1
2023
Q3 		$91.3M Buy
3,484,322
+22,743
+0.7% +$621K 40.85% 1
2023
Q2 		$94M Buy
3,461,579
+114,822
+3% +$2.96M 40.24% 1
2023
Q1 		$85.3M Buy
3,346,757
+83,168
+3% +$2.11M 36.41% 1
2022
Q4 		$79.2M Buy
3,263,589
+147,474
+5% +$3.59M 35.92% 1
2022
Q3 		$69.3M Buy
3,116,115
+329,662
+12% +$8.09M 35.17% 1
2022
Q2 		$64.9M Buy
+2,786,453
New +$70.5M 23.87% 1
2022
Q1 		– Sell
-697,394
Closed -$20.2M – 305
2021
Q4 		$20.2M Buy
697,394
+43,438
+7% +$1.23M 14.98% 1
2021
Q3 		$17.4M Buy
653,956
+7,748
+1% +$211K 13.85% 1
2021
Q2 		$17.4M Buy
+646,208
New +$17.2M 15.52% 2

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Syverson Strege & Co's DFAC Position: Q1 2026 in Review

Syverson Strege & Co reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.4% in Q1 2026, selling an estimated $1.79M and leaving 3,181,539 shares worth $124M. The position accounts for 29.75% of the portfolio, ranked #1.

Syverson Strege & Co first reported a position in DFAC in Q2 2021 and has held it in 19 quarters since. The position peaked at $128M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Syverson Strege & Co held 3,181,539 shares of Dimensional US Core Equity 2 ETF worth $124M as of Q1 2026.
  • Syverson Strege & Co sold 44,415 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $1.79M.
  • Dimensional US Core Equity 2 ETF made up 29.75% of Syverson Strege & Co's portfolio in Q1 2026, its #1 holding.
  • Syverson Strege & Co first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 19 quarters since.
  • Syverson Strege & Co's Dimensional US Core Equity 2 ETF position peaked at $128M in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.