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Matt Roberts

Syverson Strege & Co

Assets Managed
$415.605M
Holdings
169
Last Quarter
2026 - Q1
Filed Date
2mo 22d ago
Growth Rate
-1.63%(2Q avg: -0.19%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Syverson Strege & Co's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 169 positions.

Assets under management

The assets under management (AUM) of Syverson Strege & Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 415.605M in assets, with a quarterly growth rate of -1.63% and a 2-quarter average growth rate of -0.19%. The portfolio is managed by Matt Roberts, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -1.37%
29.75%
$123.635M
3.182M shares@ $38.87 avg price
DFIC
Dimensional International Co
Recent Activity
Decreased -1.78%
17.36%
$72.116M
2.03M shares@ $35.54 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Decreased -1.25%
6.22%
$25.811M
747,068 shares@ $34.55 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Increased 2.87%
4.04%
$16.751M
455,686 shares@ $36.76 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Increased 2.77%
3.1%
$12.852M
180,686 shares@ $71.14 avg price
DFGR
Dim Global Real Estate Etf
Recent Activity
Increased 0.13%
3.05%
$12.654M
476,086 shares@ $26.59 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
Decreased -11.69%
2.36%
$9.781M
216,785 shares@ $45.12 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 6.02%
2.27%
$9.412M
185,965 shares@ $50.61 avg price
DFIS
Dimensional International Sm
Recent Activity
Decreased -1%
1.44%
$5.958M
176,946 shares@ $33.68 avg price
DFAI
Dimensional International Co
Recent Activity
Decreased -15.29%
1.24%
$5.138M
131,867 shares@ $38.96 avg price

1-10 of 169