Syverson Strege & Co
DFAS icon

Syverson Strege & Co’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Syverson Strege & Co’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10M Sell
121,633
-59,053
-33% -$4.57M 2.18% 8
2026
Q1 		$12.9M Buy
180,686
+4,860
+3% +$357K 3.09% 5
2025
Q4 		$12.2M Sell
175,826
-2,178
-1% -$150K 2.9% 6
2025
Q3 		$12.2M Sell
178,004
-9,119
-5% -$609K 2.92% 6
2025
Q2 		$11.9M Buy
187,123
+143,365
+328% +$8.59M 2.82% 7
2025
Q1 		$2.61M Buy
43,758
+2,103
+5% +$135K 0.84% 14
2024
Q4 		$2.71M Buy
41,655
+96
+0.2% +$6.42K 0.9% 13
2024
Q3 		$2.7M Sell
41,559
-45,279
-52% -$2.83M 0.9% 13
2024
Q2 		$5.22M Buy
86,838
+43,551
+101% +$2.62M 1.78% 9
2024
Q1 		$2.7M Sell
43,287
-2,775
-6% -$164K 0.97% 14
2023
Q4 		$2.75M Sell
46,062
-3,110
-6% -$167K 1.07% 13
2023
Q3 		$2.58M Sell
49,172
-8,688
-15% -$479K 1.15% 12
2023
Q2 		$3.17M Sell
57,860
-38,524
-40% -$2.01M 1.36% 12
2023
Q1 		$5.08M Buy
96,384
+7,444
+8% +$403K 2.17% 6
2022
Q4 		$4.55M Buy
88,940
+4,153
+5% +$214K 2.06% 7
2022
Q3 		$3.94M Buy
84,787
+1,287
+2% +$65.7K 2% 8
2022
Q2 		$4.01M Buy
+83,500
New +$4.33M 1.47% 14
2022
Q1 		– Sell
-65,859
Closed -$3.95M – 306
2021
Q4 		$3.95M Buy
65,859
+751
+1% +$45.4K 2.93% 7
2021
Q3 		$3.74M Buy
65,108
+13,907
+27% +$802K 2.98% 8
2021
Q2 		$2.99M Buy
+51,201
New +$2.98M 2.66% 10

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Pure Financial Advisors
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Syverson Strege & Co's DFAS Position: Q2 2026 in Review

Syverson Strege & Co reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 33% in Q2 2026, selling an estimated $4.57M and leaving 121,633 shares worth $10M. The position accounts for 2.18% of the portfolio, ranked #8.

Syverson Strege & Co first reported a position in DFAS in Q2 2021 and has held it in 20 quarters since. The position peaked at $12.9M in Q1 2026. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Syverson Strege & Co held 121,633 shares of U.S. Small Cap Portfolio ETF Class Shares worth $10M as of Q2 2026.
  • Syverson Strege & Co sold 59,053 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $4.57M.
  • U.S. Small Cap Portfolio ETF Class Shares made up 2.18% of Syverson Strege & Co's portfolio in Q2 2026, its #8 holding.
  • Syverson Strege & Co first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2021 and has held it in 20 quarters since.
  • Syverson Strege & Co's U.S. Small Cap Portfolio ETF Class Shares position peaked at $12.9M in Q1 2026.
  • 917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.