Wolfstich Capital, LLC
CIK 2047009 · Holdings on Dec 31, 2025 · First reported Jan 14, 2026
Top ten holdings
Q4 2025- DFAC26.94%
- DFAX24.00%
- DFSD20.25%
- DUSB6.69%
- DFLV5.75%
- DFGP4.35%
- DUHP2.47%
- SCHY1.96%
- DFSU1.56%
- VTI1.47%
Share classes counted separately95.44%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DFACWeight decreased · -4.66 pp31.60% → 26.94%Shares +336.94K (+83.92%)
- DUHPWeight decreased · -3.95 pp6.42% → 2.47%Shares -12.83K (-15.41%)
- DFSUWeight decreased · -3.40 pp4.96% → 1.56%Shares -18.24K (-31.86%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 17
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 | $29.23M | 26.94% | 738.44K shares | 31.60% → 26.94%-4.66 pp +336.94K (+83.92%) | Added | ↗▾ |
| 02 | DFAXDIMENSIONAL WORLD EX US COREWORLD EX US CORE View history and evidence | $26.05M | 24.00% | 795.90K shares | 25.26% → 24.00%-1.26 pp +401.35K (+101.72%) | Added | ↗▾ |
| 03 | DFSDDIMENSIONAL SHORT DURATIONSHORT DURATION F View history and evidence | $21.97M | 20.25% | 458.21K shares | Prior unavailable +458.21K | New | ↗▾ |
| 04 | DUSBDIMENSION ULTRASHORT FI ETFULTRASHORT FIXED View history and evidence | $7.26M | 6.69% | 143.44K shares | Prior unavailable +143.44K | New | ↗▾ |
| 05 | DFLVDIM US LARGE CAP VALUE ETFUS LARGE CAP VAL View history and evidence | $6.24M | 5.75% | 182.36K shares | Prior unavailable +182.36K | New | ↗▾ |
| 06 | DFGPDIMENSIONAL GLBL CORE PL FIXGLOBAL CORE PLUS View history and evidence | $4.72M | 4.35% | 87.22K shares | Prior unavailable +87.22K | New | ↗▾ |
| 07 | DUHPDIMENSIONAL US HIGH PROFI ETUS HIGH PROFITAB View history and evidence | $2.68M | 2.47% | 70.42K shares | 6.42% → 2.47%-3.95 pp -12.83K (-15.41%) | Reduced | ↗▾ |
| 08 | SCHYSCHWAB INTERNATIONAL DVD ETFINTERNL DIVID View history and evidence | $2.12M | 1.96% | 71.22K shares | 4.06% → 1.96%-2.10 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | DFSUDIMENSIONAL US SUS CORE1 ETFUS SUSTAINABILTY View history and evidence | $1.69M | 1.56% | 39.01K shares | 4.96% → 1.56%-3.40 pp -18.24K (-31.86%) | Reduced | ↗▾ |
| 10 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $1.59M | 1.47% | 4.74K shares | 2.63% → 1.47%-1.16 pp +822 (+20.96%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| DFCF DIMENSIONAL CORE FIXED INC | Non-derivative | -178,694 | -$7.64M | SEC filing ↗ | SEC filing ↗ |
| IBM INTL BUSINESS MACHINES CORP | Non-derivative | -6,411 | -$1.81M | SEC filing ↗ | SEC filing ↗ |
| VIG VANGUARD DIVIDEND APPREC ETF | Non-derivative | -6,186 | -$1.33M | SEC filing ↗ | SEC filing ↗ |
3 / 4 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2047009 · Period Dec 31, 2025
Data loaded Sep 23, 2026 · First reported Jan 14, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 108523110
}Take these holdings further.
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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.