DFIS β€” DIMENSIONAL ETF TRUST

Ownership history in Syverson Strege & Co  Β·  10 quarters on record

AI Ownership Summary

Syverson Strege & Co reported DIMENSIONAL ETF TRUST (DFIS) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.42% in 2025 Q3. The latest visible filing shows DFIS at 1.39% 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 DFIS 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

DFIS was reported at 1.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.42% in 2025 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 DFIS β€” position size vs. price
% of Fund (quarterly)    DFIS 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 178,735 -9,174 -4.9% 1.39% $5.9M 2026-02-14 (Est.) $36.34
2025 Q3 REDUCED 187,909 -5,694 -2.9% 1.42% $5.9M 2025-12-01 $31.76
2025 Q2 ADDED 193,603 +141,718 +273.1% 1.36% $5.8M 2025-08-04 $29.77
2025 Q1 ADDED 51,885 +2,820 +5.7% 0.43% $1.3M 2025-05-13 $27.22
2024 Q4 ADDED 49,065 +322 +0.7% 0.40% $1.2M 2025-02-11 $24.99
2024 Q3 REDUCED 48,743 -45,267 -48.2% 0.44% $1.3M 2024-11-12 $24.18
2024 Q2 ADDED 94,010 +53,420 +131.6% 0.79% $2.3M 2024-08-07 $23.34
2024 Q1 ADDED 40,590 +150 +0.4% 0.37% $1.0M 2024-04-30 $23.28
2023 Q4 ADDED 40,440 +31,860 +371.3% 0.38% $977K 2024-02-14 $22.44
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding DFIS

As of 2026 Q1 β€” sorted by position size

COLLECTIVE FAMILY OFFICE LLC 3Y 1.82%

FAQ About Syverson Strege & Co and DFIS

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 DFIS?

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

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

The largest reported portfolio weight for DFIS was 1.42% in 2025 Q3.

What is the latest reported DFIS position on this page?

The most recent filing on this page is 2025 Q4, when Syverson Strege & Co reported 178,735 shares, equal to 1.39% of portfolio, with an estimated market value of $5.9M.

What does the chart on this DFIS ownership page compare?

The chart compares Syverson Strege & Co's quarterly DFIS 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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