DFUS 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 (DFUS) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.05% in 2024 Q3. The latest visible filing shows DFUS at 0.52% 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 DFUS 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

DFUS was reported at 0.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.05% 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 DFUS β€” position size vs. price
% of Fund (quarterly)    DFUS 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 29,486 -2,057 -6.5% 0.52% $2.2M 2026-02-14 (Est.) $74.17
2025 Q3 REDUCED 31,543 -14,733 -31.8% 0.55% $2.3M 2025-12-01 $73.58
2025 Q2 ADDED 46,276 +62 +0.1% 0.73% $3.1M 2025-08-04 $68.01
2025 Q1 REDUCED 46,214 -332 -0.7% 0.90% $2.8M 2025-05-13 $63.12
2024 Q4 REDUCED 46,546 -3,659 -7.3% 0.99% $3.0M 2025-02-11 $65.20
2024 Q3 ADDED 50,205 +63 +0.1% 1.05% $3.1M 2024-11-12 $64.18
2024 Q2 ADDED 50,142 +34 +0.1% 1.01% $3.0M 2024-08-07 $55.14
2024 Q1 ADDED 50,108 +23 +0.0% 1.03% $2.9M 2024-04-30 $53.55
2023 Q4 ADDED 50,085 +92 +0.2% 1.01% $2.6M 2024-02-14 $53.07
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Syverson Strege & Co and DFUS

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 DFUS?

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

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

The largest reported portfolio weight for DFUS was 1.05% in 2024 Q3.

What is the latest reported DFUS position on this page?

The most recent filing on this page is 2025 Q4, when Syverson Strege & Co reported 29,486 shares, equal to 0.52% of portfolio, with an estimated market value of $2.2M.

What does the chart on this DFUS ownership page compare?

The chart compares Syverson Strege & Co's quarterly DFUS 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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