Wolfstich Capital, LLC
CIK 2047009 · Holdings on Mar 31, 2026 · First reported Apr 21, 2026
Top ten holdings
Q1 2026- DFAC23.82%
- DFAX21.36%
- DFSD17.11%
- DUSB6.17%
- SGVT2.16%
- FEGE2.00%
- DFLV1.99%
- SCHY1.94%
- DUHP1.81%
- IBMO1.77%
Share classes counted separately80.13%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DFLVWeight decreased · -3.76 pp5.75% → 1.99%Shares -117.50K (-64.44%)
- DFSDWeight decreased · -3.14 pp20.25% → 17.11%Shares -48.52K (-10.59%)
- DFACWeight decreased · -3.12 pp26.94% → 23.82%Shares -27.38K (-3.71%)
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 30
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 | $27.22M | 23.82% | 711.06K shares | 26.94% → 23.82%-3.12 pp -27.38K (-3.71%) | Reduced | ↗▾ |
| 02 | DFAXDIMENSIONAL WORLD EX US COREWORLD EX US CORE View history and evidence | $24.41M | 21.36% | 740.51K shares | 24.00% → 21.36%-2.64 pp -55.39K (-6.96%) | Reduced | ↗▾ |
| 03 | DFSDDIMENSIONAL SHORT DURATIONSHORT DURATION F View history and evidence | $19.55M | 17.11% | 409.69K shares | 20.25% → 17.11%-3.14 pp -48.52K (-10.59%) | Reduced | ↗▾ |
| 04 | DUSBDIMENSION ULTRASHORT FI ETFULTRASHORT FIXED View history and evidence | $7.05M | 6.17% | 139.23K shares | 6.69% → 6.17%-0.52 pp -4.20K (-2.93%) | Reduced | ↗▾ |
| 05 | SGVTSCHWAB GOVT MONEY MARKET ETFGOVERNMENT MONEY View history and evidence | $2.47M | 2.16% | 2.47M shares | 0.29% → 2.16%+1.87 pp +2.16M (+682.52%) | Added | ↗▾ |
| 06 | FEGEFIRST EAGLE GL EQUITY ETFFIRST EAGLE GBL View history and evidence | $2.28M | 2.00% | 28.32K shares | Prior unavailable +28.32K | New | ↗▾ |
| 07 | DFLVDIM US LARGE CAP VALUE ETFUS LARGE CAP VAL View history and evidence | $2.27M | 1.99% | 64.86K shares | 5.75% → 1.99%-3.76 pp -117.50K (-64.44%) | Reduced | ↗▾ |
| 08 | SCHYSCHWAB INTERNATIONAL DVD ETFINTERNL DIVID View history and evidence | $2.21M | 1.94% | 71.22K shares | 1.96% → 1.94%-0.02 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | DUHPDIMENSIONAL US HIGH PROFI ETUS HIGH PROFITAB View history and evidence | $2.07M | 1.81% | 57.71K shares | 2.47% → 1.81%-0.66 pp -12.71K (-18.05%) | Reduced | ↗▾ |
| 10 | IBMOISHARES IBONDS DEC 2026 TERMIBONDS DEC 26 View history and evidence | $2.02M | 1.77% | 83.38K shares | Prior unavailable +83.38K | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| DFGP DIMENSIONAL GLBL CORE PL FIX | Non-derivative | -87,222 | -$4.72M | SEC filing ↗ | SEC filing ↗ |
| VTI VG MORNINGSTAR TS MKT ETF-US | Non-derivative | -4,744 | -$1.59M | SEC filing ↗ | SEC filing ↗ |
| DFIV DIMENSIONAL INTERNATIONAL VA | Non-derivative | -23,198 | -$1.16M | 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 Mar 31, 2026
Data loaded Nov 10, 2026 · First reported Apr 21, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 114288977
}Research all 45 reported holdings.
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