Ownership history in Syverson Strege & Co Β· 15 quarters on record
This page tracks every 13F SEC filing in which Syverson Strege & Co reported a position in DIMENSIONAL ETF TRUST (DFIC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Syverson Strege & Co underperformed the S&P 500 by β3.9% annually on this DFIC position. Timing score: 57% (8/14 decisions correct). Average cost basis: $21.14. Maximum drawdown during holding period: β10.6%.
β οΈ Trailed SPY by 3.9% ann. on this position.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
8 of 14 add/trim decisions correct
Best entry: $17.55 (2022 Q3) Β· Worst: $30.75 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
10 adds Β· 5 trims. Bought during 3 of 4 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 16.86% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.