DFIC β€” DIMENSIONAL ETF TRUST

Ownership history in Syverson Strege & Co  Β·  15 quarters on record

AI Ownership Summary

Syverson Strege & Co reported DIMENSIONAL ETF TRUST (DFIC) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 18.37% in 2023 Q4. The latest visible filing shows DFIC at 16.86% 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 DFIC 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

DFIC was reported at 16.86% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
18.37% in 2023 Q4

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 DFIC β€” position size vs. price
% of Fund (quarterly)    DFIC 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 2,066,694 -12,613 -0.6% 16.86% $71.2M 2026-02-14 (Est.) $37.76
2025 Q3 REDUCED 2,079,307 -147,811 -6.6% 16.34% $68.2M 2025-12-01 $33.29
2025 Q2 ADDED 2,227,118 +187,510 +9.2% 16.36% $69.2M 2025-08-04 $30.74
2025 Q1 ADDED 2,039,608 +35,924 +1.8% 18.20% $56.6M 2025-05-13 $28.74
2024 Q4 ADDED 2,003,684 +76,959 +4.0% 17.27% $51.8M 2025-02-11 $26.50
2024 Q3 REDUCED 1,926,725 -10,091 -0.5% 18.17% $54.2M 2024-11-12 $25.40
2024 Q2 ADDED 1,936,816 +60,269 +3.2% 17.35% $50.9M 2024-08-07 $24.47
2024 Q1 ADDED 1,876,547 +21,315 +1.1% 18.09% $50.2M 2024-04-30 $24.59
2023 Q4 REDUCED 1,855,232 -38,539 -2.0% 18.37% $47.4M 2024-02-14 $23.69
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Syverson Strege & Co and DFIC

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 DFIC?

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

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

The largest reported portfolio weight for DFIC was 18.37% in 2023 Q4.

What is the latest reported DFIC position on this page?

The most recent filing on this page is 2025 Q4, when Syverson Strege & Co reported 2,066,694 shares, equal to 16.86% of portfolio, with an estimated market value of $71.2M.

What does the chart on this DFIC ownership page compare?

The chart compares Syverson Strege & Co's quarterly DFIC 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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