Syverson Strege & Co
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Syverson Strege & Co’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Syverson Strege & Co’s Portfolio DFIC Stock Details DFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$77.5M Buy
2,061,898
+23,993
+1% +$922K 16.83% 2
2026
Q2 		$75.9M Buy
2,037,905
+8,172
+0.4% +$307K 16.55% 2
2026
Q1 		$72.1M Sell
2,029,733
-36,961
-2% -$1.34M 17.35% 2
2025
Q4 		$71.2M Sell
2,066,694
-12,613
-0.6% -$421K 16.86% 2
2025
Q3 		$68.2M Sell
2,079,307
-147,811
-7% -$4.72M 16.34% 2
2025
Q2 		$69.2M Buy
2,227,118
+187,510
+9% +$5.49M 16.36% 2
2025
Q1 		$56.6M Buy
2,039,608
+35,924
+2% +$981K 18.2% 2
2024
Q4 		$51.8M Buy
2,003,684
+76,959
+4% +$2.06M 17.27% 2
2024
Q3 		$54.2M Sell
1,926,725
-10,091
-0.5% -$273K 18.17% 2
2024
Q2 		$50.9M Buy
1,936,816
+60,269
+3% +$1.61M 17.35% 2
2024
Q1 		$50.2M Buy
1,876,547
+21,315
+1% +$547K 18.09% 2
2023
Q4 		$47.4M Sell
1,855,232
-38,539
-2% -$917K 18.37% 2
2023
Q3 		$44.2M Sell
1,893,771
-20,027
-1% -$486K 19.79% 2
2023
Q2 		$46.4M Buy
1,913,798
+82,796
+5% +$2.01M 19.89% 2
2023
Q1 		$44.1M Buy
1,831,002
+23,705
+1% +$563K 18.82% 2
2022
Q4 		$40.4M Buy
1,807,297
+102,382
+6% +$2.19M 18.31% 2
2022
Q3 		$32.7M Buy
1,704,915
+81,950
+5% +$1.76M 16.58% 2
2022
Q2 		$34.9M Buy
+1,622,965
New +$37.8M 12.84% 2

Other funds holding DFIC

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Greenspring Advisors
Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
RW Investment Management
RW Investment Management Eagle, Idaho $1.13B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Syverson Strege & Co's DFIC Position: Q3 2026 in Review

Syverson Strege & Co increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 1.2% in Q3 2026, buying an estimated $922K and bringing the position to 2,061,898 shares worth $77.5M. The position accounts for 16.83% of the portfolio, ranked #2.

Syverson Strege & Co first reported a position in DFIC in Q2 2022 and has held it in 18 quarters since. 564 funds tracked by Wall St. Rank hold DFIC as of Q3 2026.

  • Syverson Strege & Co held 2,061,898 shares of Dimensional International Core Equity 2 ETF worth $77.5M as of Q3 2026.
  • Syverson Strege & Co bought 23,993 Dimensional International Core Equity 2 ETF shares in Q3 2026, an estimated $922K.
  • Dimensional International Core Equity 2 ETF made up 16.83% of Syverson Strege & Co's portfolio in Q3 2026, its #2 holding.
  • Syverson Strege & Co first reported a position in Dimensional International Core Equity 2 ETF in Q2 2022 and has held it in 18 quarters since.
  • 564 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2026.

Based on Syverson Strege & Co's 13F filing for Q3 2026, filed 2 Nov 2026.