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Syverson Strege & Co’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Syverson Strege & Co’s Portfolio DFAE Stock Details DFAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.75M Sell
51,682
-7,217
-12% -$252K 0.42% 27
2025
Q4 		$1.92M Sell
58,899
-3,378
-5% -$109K 0.45% 25
2025
Q3 		$1.96M Sell
62,277
-2,757
-4% -$83.1K 0.47% 24
2025
Q2 		$1.88M Buy
65,034
+307
+0.5% +$8.24K 0.44% 26
2025
Q1 		$1.68M Buy
64,727
+2,524
+4% +$65.5K 0.54% 19
2024
Q4 		$1.58M Buy
62,203
+1,503
+2% +$39.8K 0.53% 18
2024
Q3 		$1.66M Buy
60,700
+2,424
+4% +$63.2K 0.56% 17
2024
Q2 		$1.51M Buy
58,276
+2,906
+5% +$73.7K 0.51% 19
2024
Q1 		$1.37M Buy
55,370
+2,760
+5% +$66.2K 0.49% 21
2023
Q4 		$1.27M Buy
52,610
+867
+2% +$19.8K 0.49% 21
2023
Q3 		$1.17M Buy
51,743
+453
+0.9% +$10.7K 0.52% 18
2023
Q2 		$1.2M Buy
51,290
+1,383
+3% +$32K 0.52% 17
2023
Q1 		$1.15M Sell
49,907
-7,306
-13% -$168K 0.49% 18
2022
Q4 		$1.26M Buy
57,213
+2,372
+4% +$50.5K 0.57% 18
2022
Q3 		$1.1M Buy
54,841
+11,155
+26% +$252K 0.56% 19
2022
Q2 		$1.01M Buy
43,686
+613
+1% +$15K 0.37% 25
2022
Q1 		$1.13M Buy
43,073
+1,033
+2% +$27.7K 1.23% 14
2021
Q4 		$1.15M Buy
42,040
+3,548
+9% +$97.4K 0.85% 19
2021
Q3 		$1.05M Buy
38,492
+2,280
+6% +$64.3K 0.84% 20
2021
Q2 		$1.07M Buy
36,212
+35,093
+3,136% +$1.02M 0.96% 18
2021
Q1 		$31K Buy
+1,119
New +$31.8K 0.03% 147

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

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

Syverson Strege & Co reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 12% in Q1 2026, selling an estimated $252K and leaving 51,682 shares worth $1.75M. The position accounts for 0.42% of the portfolio, ranked #27.

Syverson Strege & Co first reported a position in DFAE in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.96M in Q3 2025. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

  • Syverson Strege & Co held 51,682 shares of Dimensional Emerging Core Equity Market ETF worth $1.75M as of Q1 2026.
  • Syverson Strege & Co sold 7,217 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $252K.
  • Dimensional Emerging Core Equity Market ETF made up 0.42% of Syverson Strege & Co's portfolio in Q1 2026, its #27 holding.
  • Syverson Strege & Co first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2021 and has held it in 21 quarters since.
  • Syverson Strege & Co's Dimensional Emerging Core Equity Market ETF position peaked at $1.96M in Q3 2025.
  • 668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

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