Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SYVERSON STREGE & CO | 04-30-2024 | 03-31-2024 | 71 | 277,414,206 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 1 | $110,548,265 | 3,460,040 | 0.04 | 0.04 | -24,282 | -0.70 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 2 | $50,197,640 | 1,876,547 | 0.02 | 0.02 | -17,224 | -0.91 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 3 | $16,445,615 | 520,266 | 0.01 | 0.01 | -6,305 | -1.20 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 4 | $14,474,818 | 567,863 | 0.01 | 0.01 | 58,522 | 11.49 | 03-31-2024 |
