The Analysis of Wolfstich Capital, LLC's Holdings
Currently, Wolfstich Capital, LLC holds 17 types of securities in its portfolio with a total value $108.5M. In the most recent quarter, they have increased their positions in DFSD (+458.2K shares, valued at $22.0M), DFAC (+336.9K shares, valued at $13.3M), DFAX (+401.3K shares, valued at $13.1M); decreased their positions in DFSU (-18.2K shares, valued at $792.3K), DUHP (-12.8K shares, valued at $488.0K), ESGV (-207 shares, valued at $25.0K); initiated new positions in DFSD (+458.2K shares, valued at $22.0M), DUSB (+143.4K shares, valued at $7.3M), DFLV (+182.4K shares, valued at $6.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST738.4K shares83.92%2025-12-312026-01-14
DFAX DIMENSIONAL ETF TRUST795.9K shares101.72%2025-12-312026-01-14 DFSD DIMENSIONAL ETF TRUST458.2K sharesnew addition2025-12-312026-01-14 DUSB DIMENSIONAL ETF TRUST143.4K sharesnew addition2025-12-312026-01-14 DFLV DIMENSIONAL ETF TRUST182.4K sharesnew addition2025-12-312026-01-14 DFGP DIMENSIONAL ETF TRUST87.2K sharesnew addition2025-12-312026-01-14 DUHP DIMENSIONAL ETF TRUST70.4K shares-15.41%2025-12-312026-01-14 SCHY SCHWAB STRATEGIC TR71.2K shares0.00%2025-12-312026-01-14 DFSU DIMENSIONAL ETF TRUST39.0K shares-31.86%2025-12-312026-01-14 VTI VANGUARD INDEX FDS4.7K shares20.96%2025-12-312026-01-14 SCHK SCHWAB STRATEGIC TR108.5K sharesnew addition2025-12-312026-01-14 DFIV DIMENSIONAL ETF TRUST23.2K sharesnew addition2025-12-312026-01-14 SCHB SCHWAB STRATEGIC TR32.4K sharesnew addition2025-12-312026-01-14 DLN WISDOMTREE TR4.3K shares5.69%2025-12-312026-01-14 ESGV VANGUARD WORLD FD2.9K shares-6.68%2025-12-312026-01-14 SGVT SCHWAB STRATEGIC TR315.9K sharesnew addition2025-12-312026-01-14 IWM ISHARES TR1.2K shares0.00%2025-12-312026-01-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available