DFGR 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 (DFGR) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.48% in 2024 Q3. The latest visible filing shows DFGR at 2.97% 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 DFGR 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

DFGR was reported at 2.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.48% in 2024 Q3

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 DFGR β€” position size vs. price
% of Fund (quarterly)    DFGR 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 ADDED 475,476 +2,486 +0.5% 2.97% $12.6M 2026-02-14 (Est.) $28.42
2025 Q3 REDUCED 472,990 -26,282 -5.3% 3.10% $12.9M 2025-12-01 $26.35
2025 Q2 ADDED 499,272 +4,533 +0.9% 3.16% $13.4M 2025-08-04 $25.86
2025 Q1 ADDED 494,739 +15,450 +3.2% 4.17% $13.0M 2025-05-13 $25.15
2024 Q4 ADDED 479,289 +16,382 +3.5% 4.08% $12.2M 2025-02-11 $25.21
2024 Q3 REDUCED 462,907 -7,061 -1.5% 4.48% $13.4M 2024-11-12 $25.61
2024 Q2 ADDED 469,968 +47,012 +11.1% 4.00% $11.7M 2024-08-07 $24.71
2024 Q1 ADDED 422,956 +62,204 +17.2% 3.89% $10.8M 2024-04-30 $21.97
2023 Q4 INITIATED 360,752 β€” β€” 3.64% $9.4M 2024-02-14 $22.58

🏒 Other funds also holding DFGR

As of 2026 Q1 β€” sorted by position size

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FAQ About Syverson Strege & Co and DFGR

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 DFGR?

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

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

The largest reported portfolio weight for DFGR was 4.48% in 2024 Q3.

What is the latest reported DFGR position on this page?

The most recent filing on this page is 2025 Q4, when Syverson Strege & Co reported 475,476 shares, equal to 2.97% of portfolio, with an estimated market value of $12.6M.

What does the chart on this DFGR ownership page compare?

The chart compares Syverson Strege & Co's quarterly DFGR 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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