Wolfstich Capital, LLC
CIK 2047009 · Holdings on Dec 31, 2024 · First reported Feb 6, 2025
Top ten holdings
Q4 2024- DFAC24.70%
- DFAX13.80%
- DFSD11.67%
- DFSU9.33%
- IBDS6.89%
- IBDR6.40%
- 46436E8666.08%
- IBDT4.12%
- DUHP3.91%
- DFAU3.30%
Share classes counted separately90.20%
Portfolio value by quarter
Top 10 holdings 23
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $27.86M | 24.70% | 805.47K shares | Prior unavailable — | — | ↗▾ |
| 02 | DFAXDIMENSIONAL WORLD EX US COREWORLD EX US CORE View history and evidence | $15.56M | 13.80% | 625.98K shares | Prior unavailable — | — | ↗▾ |
| 03 | DFSDDIMENSIONAL SHORT DURATIONSHORT DURATION F View history and evidence | $13.16M | 11.67% | 280.68K shares | Prior unavailable — | — | ↗▾ |
| 04 | DFSUDIMENSIONAL US SUS CORE1 ETFUS SUSTAINABILTY View history and evidence | $10.52M | 9.33% | 277.70K shares | Prior unavailable — | — | ↗▾ |
| 05 | IBDSISHRS IBNDS DEC 27 CORP ETFIBONDS 27 ETF View history and evidence | $7.77M | 6.89% | 324.37K shares | Prior unavailable — | — | ↗▾ |
| 06 | IBDRISHARES IBONDS DEC 2026 TERMIBONDS DEC2026 View history and evidence | $7.22M | 6.40% | 299.96K shares | Prior unavailable — | — | ↗▾ |
| 07 | 46436E866ISHARES TRIBONDS 25 TRM TS View history and evidence | $6.86M | 6.08% | 294.18K shares | Prior unavailable — | — | ↗▾ |
| 08 | IBDTISHARES IBONDS DEC 2028 ETFIBDS DEC28 ETF View history and evidence | $4.65M | 4.12% | 186.62K shares | Prior unavailable — | — | ↗▾ |
| 09 | DUHPDIMENSIONAL US HIGH PROFI ETUS HIGH PROFITAB View history and evidence | $4.41M | 3.91% | 130.55K shares | Prior unavailable — | — | ↗▾ |
| 10 | DFAUDIMENSIONAL US CORE EQUITY MUS CORE EQT MKT View history and evidence | $3.72M | 3.30% | 91.78K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2047009 · Period Dec 31, 2024
Data loaded Sep 23, 2026 · First reported Feb 6, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 112784932
}Take these holdings further.
This page includes 23 of 23 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.