DFAC β€” DIMENSIONAL ETF TRUST

Ownership history in Syverson Strege & Co  Β·  18 quarters on record

AI Ownership Summary

Syverson Strege & Co reported DIMENSIONAL ETF TRUST (DFAC) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 39.85% in 2024 Q1. The latest visible filing shows DFAC at 30.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DFAC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Syverson Strege & Co's position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DFAC was reported at 30.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
39.85% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Syverson Strege & Co held DFAC β€” position size vs. price
% of Fund (quarterly)    DFAC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 3,225,954 -29,579 -0.9% 30.23% $127.7M 2026-02-14 (Est.) $40.69
2025 Q3 REDUCED 3,255,533 -238,820 -6.8% 30.09% $125.6M 2025-12-01 $39.13
2025 Q2 ADDED 3,494,353 +14,752 +0.4% 29.58% $125.2M 2025-08-04 $36.33
2025 Q1 ADDED 3,479,601 +42,925 +1.2% 36.88% $114.8M 2025-05-13 $34.05
2024 Q4 ADDED 3,436,676 +8,535 +0.2% 39.64% $118.9M 2025-02-11 $35.30
2024 Q3 REDUCED 3,428,141 -29,131 -0.8% 39.39% $117.6M 2024-11-12 $35.37
2024 Q2 REDUCED 3,457,272 -2,768 -0.1% 37.99% $111.5M 2024-08-07 $30.56
2024 Q1 ADDED 3,460,040 +20,308 +0.6% 39.85% $110.5M 2024-04-30 $29.79
2023 Q4 REDUCED 3,439,732 -44,590 -1.3% 39.00% $100.5M 2024-02-14 $29.40
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Syverson Strege & Co and DFAC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Syverson Strege & Co reported owning DFAC?

Syverson Strege & Co reported DFAC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DFAC position in Syverson Strege & Co's portfolio?

The largest reported portfolio weight for DFAC was 39.85% in 2024 Q1.

What is the latest reported DFAC position on this page?

The most recent filing on this page is 2025 Q4, when Syverson Strege & Co reported 3,225,954 shares, equal to 30.23% of portfolio, with an estimated market value of $127.7M.

What does the chart on this DFAC ownership page compare?

The chart compares Syverson Strege & Co's quarterly DFAC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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