SSC
DFUS

Syverson Strege & Co’s Dimensional US Equity ETF DFUS Stock Holding History

Syverson Strege & Co’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.04M Sell
28,764
-722
-2% -$53.5K 0.49% 23
2025
Q4 		$2.19M Sell
29,486
-2,057
-7% -$151K 0.52% 22
2025
Q3 		$2.29M Sell
31,543
-14,733
-32% -$1.03M 0.55% 22
2025
Q2 		$3.1M Buy
46,276
+62
+0.1% +$3.84K 0.73% 19
2025
Q1 		$2.79M Sell
46,214
-332
-0.7% -$21.2K 0.9% 13
2024
Q4 		$2.97M Sell
46,546
-3,659
-7% -$235K 0.99% 11
2024
Q3 		$3.12M Buy
50,205
+63
+0.1% +$3.77K 1.05% 11
2024
Q2 		$2.95M Buy
50,142
+34
+0.1% +$1.93K 1.01% 13
2024
Q1 		$2.86M Buy
50,108
+23
+0% +$1.25K 1.03% 13
2023
Q4 		$2.6M Buy
50,085
+92
+0.2% +$4.45K 1.01% 14
2023
Q3 		$2.33M Buy
49,993
+69
+0.1% +$3.34K 1.04% 14
2023
Q2 		$2.4M Buy
49,924
+45
+0.1% +$2.05K 1.03% 14
2023
Q1 		$2.22M Sell
49,879
-145
-0.3% -$6.3K 0.95% 14
2022
Q4 		$2.08M Sell
50,024
-1,369
-3% -$57.2K 0.94% 14
2022
Q3 		$2M Buy
51,393
+800
+2% +$34.4K 1.01% 15
2022
Q2 		$2.06M Buy
+50,593
New +$2.24M 0.76% 22
2022
Q1 		– Sell
-51,362
Closed -$2.65M – 308
2021
Q4 		$2.65M Sell
51,362
-710
-1% -$35.7K 1.97% 13
2021
Q3 		$2.46M Sell
52,072
-385
-0.7% -$18.6K 1.96% 13
2021
Q2 		$2.47M Buy
+52,457
New +$2.45M 2.2% 12

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Syverson Strege & Co reduced its Dimensional US Equity ETF (DFUS) stake by 2.4% in Q1 2026, selling an estimated $53.5K and leaving 28,764 shares worth $2.04M. The position accounts for 0.49% of the portfolio, ranked #23.

Syverson Strege & Co first reported a position in DFUS in Q2 2021 and has held it in 19 quarters since. The position peaked at $3.12M in Q3 2024. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Syverson Strege & Co held 28,764 shares of Dimensional US Equity ETF worth $2.04M as of Q1 2026.
  • Syverson Strege & Co sold 722 Dimensional US Equity ETF shares in Q1 2026, an estimated $53.5K.
  • Dimensional US Equity ETF made up 0.49% of Syverson Strege & Co's portfolio in Q1 2026, its #23 holding.
  • Syverson Strege & Co first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 19 quarters since.
  • Syverson Strege & Co's Dimensional US Equity ETF position peaked at $3.12M in Q3 2024.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

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