You're signed outSign in or to get full access.
Syverson Strege & Co.
Syverson Strege & Co is a fee-only financial planning and investment management firm headquartered in West Des Moines, Iowa, United States. Founded in 1997 by Johnne Syverson and David Strege, the firm provides comprehensive financial advisory services including investment management, estate and retirement planning, tax planning, and philanthropic planning. Serving individuals, families, endowments, foundations, charitable trusts, and non-profits locally and nationally, Syverson Strege prioritizes fiduciary duty and a team-based approach guided by CERTIFIED FINANCIAL PLANNER™ professionals and Chartered Financial Analysts (CFA®). The firm is dedicated to values-based, client-centered strategies and is recognized for its collaborative, high-integrity culture. As of the most recent data, the company employs approximately 30 professionals.
Investment Strategy
Syverson Strege develops goal-based investment portfolios tailored to each client's objectives, risk tolerance, and financial needs. Their strategy combines broad, global diversification to reduce risk, with an emphasis on including undervalued asset classes that maximize return for a given risk profile. The firm blends both active and passive (enhanced index) management approaches within asset classes where they offer consistent value, while keeping expenses low and minimizing portfolio taxes. The investment committee, which includes several CFA charterholders, regularly reviews portfolios to optimize outcomes. The firm follows a strictly fiduciary, fee-only model and is committed to values-based, holistic financial planning that integrates investment management with tax, estate, and philanthropic considerations.
Latest 13F Filing Activity
Syverson Strege & Co. filed their most recent 13F report on Jun 30, 2025 disclosing 167 equity positions with a total 13F market value of $423M. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust among other positions. Syverson Strege & Co. reduced exposure to J P Morgan Exchange Traded F, Vanguard Whitehall FDS, Eaton Vance Tax-managed Glob among others.
Top Holdings
Equity Positions (167)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 29.58% | $125.2M | 3,494,353 | $23.68 | $35.84 | +$10.4M |
D DFIC | DIMENSIONAL ETF TRUST | 16.36% | $69.2M | 2,227,118 | $22.83 | $31.09 | +$12.6M |
D DFEM | DIMENSIONAL ETF TRUST | 5.74% | $24.3M | 819,222 | $25.15 | $29.68 | +$6.9M |
D DUHP | DIMENSIONAL ETF TRUST | 4.27% | $18.1M | 507,895 | $23.22 | $35.56 | +$1.7M |
D DFAU | DIMENSIONAL ETF TRUST | 3.32% | $14.0M | 331,387 | $31.24 | $42.36 | +$2.1M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more