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Syverson Strege & Co’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Syverson Strege & Co’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.78M Sell
216,785
-28,722
-12% -$1.35M 2.35% 7
2025
Q4 		$11.5M Sell
245,507
-14,696
-6% -$681K 2.72% 7
2025
Q3 		$11.9M Sell
260,203
-71,184
-21% -$3.14M 2.85% 7
2025
Q2 		$14M Buy
331,387
+21,117
+7% +$828K 3.32% 5
2025
Q1 		$11.9M Buy
310,270
+5,925
+2% +$240K 3.83% 6
2024
Q4 		$12.3M Sell
304,345
-290
-0.1% -$11.8K 4.11% 5
2024
Q3 		$12.1M Buy
304,635
+5,796
+2% +$221K 4.05% 6
2024
Q2 		$11.2M Buy
298,839
+3,780
+1% +$137K 3.82% 6
2024
Q1 		$10.8M Sell
295,059
-11,141
-4% -$386K 3.89% 6
2023
Q4 		$10.2M Buy
306,200
+1,395
+0.5% +$43.3K 3.95% 5
2023
Q3 		$9.13M Buy
304,805
+1,075
+0.4% +$33.5K 4.08% 5
2023
Q2 		$9.41M Buy
303,730
+5,506
+2% +$161K 4.03% 5
2023
Q1 		$8.58M Sell
298,224
-9,845
-3% -$278K 3.66% 5
2022
Q4 		$8.32M Buy
308,069
+2,232
+0.7% +$60.7K 3.77% 5
2022
Q3 		$7.69M Buy
305,837
+1,656
+0.5% +$46.1K 3.9% 5
2022
Q2 		$8.04M Buy
304,181
+6,265
+2% +$180K 2.96% 8
2022
Q1 		$9.39M Buy
297,916
+1,791
+0.6% +$55.6K 10.21% 2
2021
Q4 		$9.77M Buy
296,125
+577
+0.2% +$18.5K 7.24% 3
2021
Q3 		$8.91M Buy
295,548
+66,506
+29% +$2.05M 7.1% 3
2021
Q2 		$6.92M Buy
229,042
+220,685
+2,641% +$6.52M 6.16% 4
2021
Q1 		$236K Buy
+8,357
New +$229K 0.25% 50

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $381M AUM 17.5% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $316M AUM

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

Syverson Strege & Co reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 12% in Q1 2026, selling an estimated $1.35M and leaving 216,785 shares worth $9.78M. The position accounts for 2.35% of the portfolio, ranked #7.

Syverson Strege & Co first reported a position in DFAU in Q1 2021 and has held it in 21 quarters since. The position peaked at $14M in Q2 2025. 571 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • Syverson Strege & Co held 216,785 shares of Dimensional US Core Equity Market ETF worth $9.78M as of Q1 2026.
  • Syverson Strege & Co sold 28,722 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $1.35M.
  • Dimensional US Core Equity Market ETF made up 2.35% of Syverson Strege & Co's portfolio in Q1 2026, its #7 holding.
  • Syverson Strege & Co first reported a position in Dimensional US Core Equity Market ETF in Q1 2021 and has held it in 21 quarters since.
  • Syverson Strege & Co's Dimensional US Core Equity Market ETF position peaked at $14M in Q2 2025.
  • 571 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

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