Syverson Strege & CO Purchases in Q3 2024

Syverson Strege & CO

$277 Million
Q3 2024

Stock	Shares change	Price Range	Shares Held	Trade History
DFAU Dimensional ETF Tr ETFs	5.8K + 1.94%	$35.8 - $39.69 $207K - $230K	305K $12.1M
DFAI Dimensional ETF Tr ETFs	4.52K + 2.47%	$28.69 - $32.06 $130K - $145K	188K $5.97M
JPIE J P Morgan Exchange Traded Fd	2.77K + 3.28%	$45.17 - $46.39 $125K - $129K	87.2K $4.05M
IJR Ishares Core S&P Sm Cap ETF ETFs	1.76K New	$105.53 - $118.34 $186K - $208K	1.76K $205K
DFUS Dimensional ETF Tr U S Equity ETFs	63 + 0.13%	$56.04 - $62.2 $3.53K - $3.92K	50.2K $3.12M
DFAE Dimensional ETF Tr ETFs	2.42K + 4.16%	$24.46 - $27.82 $59.3K - $67.4K	60.7K $1.66M
NEAR Blackrock Short Maturity Bond ETFs	914 + 2.53%	$50.09 - $51.31 $45.8K - $46.9K	37.1K $1.9M
IWB Ishares Tr Russell 1000 ETF ETFs	3 + 0.08%	$283.28 - $314.39 $850 - $943	3.75K $1.18M
MEAR Blackrock Short Maturity Munic ETFs	646 + 2.45%	$49.99 - $50.34 $32.3K - $32.5K	27K $1.36M
AOM Ishares Tr Core Moderate Alloc ETFs	194 + 2.54%	$42.66 - $45.18 $8.28K - $8.76K	7.84K $353K
HYMB Spdr Nuveen Bloomberg High Yie ETFs	36 + 0.14%	$25.38 - $26.27 $914 - $946	25K $656K
VTV Vanguard Value ETF ETFs	8 + 0.55%	$159.75 - $174.57 $1.28K - $1.4K	1.45K $253K
WSM Williams Sonoma Inc Consumer Cyclical	1.13K + 91.64%	$128.47 - $280.94 $145K - $317K	2.36K $365K
SPAB Spdr Portfolio Aggregate Bond ETFs	91 + 0.95%	$24.86 - $26.33 $2.26K - $2.4K	9.63K $251K
EXG Eaton Vance Tax Managed Global Diversified Equity Income Fund Financial Services	20 + 0.09%	$7.86 - $8.77 $157 - $175	21.1K $183K
DFSE Dimensional ETF Tr Dimen Emrgn	133 + 1.16%	N/A	11.6K $0
DFSI Dimensional ETF Tr Dimen Intl	2.02K + 5.15%	N/A	41.3K $0

Activity Summary All Purchases 17 New Holdings 1 Increased Positions 16 All Sells 44 Reductions 44 Sold out 0 Calls 0 Puts 0

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