DFAW β€” DIMENSIONAL ETF TRUST

Ownership history in Syverson Strege & Co  Β·  9 quarters on record

AI Ownership Summary

Syverson Strege & Co reported DIMENSIONAL ETF TRUST (DFAW) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.84% in 2024 Q1. The latest visible filing shows DFAW at 0.51% 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.

What this DFAW 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

DFAW was reported at 0.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.84% 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 DFAW β€” position size vs. price
% of Fund (quarterly)    DFAW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (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 29,134 -797 -2.7% 0.51% $2.2M 2026-02-14 (Est.) $77.52
2025 Q3 REDUCED 29,931 -6,905 -18.7% 0.52% $2.2M 2025-12-01 $72.47
2025 Q2 ADDED 36,836 +645 +1.8% 0.58% $2.5M 2025-08-04 $67.23
2025 Q1 REDUCED 36,191 -294 -0.8% 0.71% $2.2M 2025-05-13 $62.99
2024 Q4 REDUCED 36,485 -482 -1.3% 0.76% $2.3M 2025-02-11 $63.39
2024 Q3 REDUCED 36,967 -1,541 -4.0% 0.79% $2.3M 2024-11-12 $62.93
2024 Q2 REDUCED 38,508 -942 -2.4% 0.78% $2.3M 2024-08-07 $55.93
2024 Q1 ADDED 39,450 +24,942 +171.9% 0.84% $2.3M 2024-04-30 $54.86
2023 Q4 INITIATED 14,508 β€” β€” 0.31% $797K 2024-02-14 $53.86

FAQ About Syverson Strege & Co and DFAW

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 DFAW?

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

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

The largest reported portfolio weight for DFAW was 0.84% in 2024 Q1.

What is the latest reported DFAW position on this page?

The most recent filing on this page is 2025 Q4, when Syverson Strege & Co reported 29,134 shares, equal to 0.51% of portfolio, with an estimated market value of $2.2M.

What does the chart on this DFAW ownership page compare?

The chart compares Syverson Strege & Co's quarterly DFAW 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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