Syverson Strege & Co’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Syverson Strege & Co’s Portfolio DFAT Stock Details DFAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$370K	Buy	5,926 +16	+0.3%	+$1.02K	0.09%	100
2025 Q4	$352K	Buy	5,910 +21	+0.4%	+$1.23K	0.08%	101
2025 Q3	$343K	Buy	5,889 +24	+0.4%	+$1.37K	0.08%	96
2025 Q2	$316K	Buy	5,865 +24	+0.4%	+$1.22K	0.07%	114
2025 Q1	$301K	Sell	5,841 -973	-14%	-$53.5K	0.1%	61
2024 Q4	$379K	Sell	6,814 -13	-0.2%	-$744	0.13%	52
2024 Q3	$380K	Sell	6,827 -358	-5%	-$19.4K	0.13%	46
2024 Q2	$373K	Buy	7,185 +1,095	+18%	+$57.4K	0.13%	52
2024 Q1	$331K	Sell	6,090 -1,917	-24%	-$98.7K	0.12%	52
2023 Q4	$419K	Buy	8,007 +521	+7%	+$24.4K	0.16%	45
2023 Q3	$342K	Buy	7,486 +124	+2%	+$5.89K	0.15%	44
2023 Q2	$342K	Buy	7,362 +723	+11%	+$31.7K	0.15%	47
2023 Q1	$295K	Buy	6,639 +465	+8%	+$21.6K	0.13%	49
2022 Q4	$271K	Buy	6,174 +685	+12%	+$30.1K	0.12%	52
2022 Q3	$214K	Buy	5,489 +18	+0.3%	+$768	0.11%	64
2022 Q2	$220K	Buy	+5,471	New	+$240K	0.08%	64

Other funds holding DFAT

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

JTWM

Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Syverson Strege & Co increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.27% in Q1 2026, buying an estimated $1.02K and bringing the position to 5,926 shares worth $370K. The position accounts for 0.09% of the portfolio, ranked #100.

Syverson Strege & Co first reported a position in DFAT in Q2 2022 and has held it in 16 quarters since. The position peaked at $419K in Q4 2023. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

Syverson Strege & Co held 5,926 shares of Dimensional US Targeted Value ETF worth $370K as of Q1 2026.
Syverson Strege & Co bought 16 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $1.02K.
Dimensional US Targeted Value ETF made up 0.09% of Syverson Strege & Co's portfolio in Q1 2026, its #100 holding.
Syverson Strege & Co first reported a position in Dimensional US Targeted Value ETF in Q2 2022 and has held it in 16 quarters since.
Syverson Strege & Co's Dimensional US Targeted Value ETF position peaked at $419K in Q4 2023.
816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

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