Wolfstich Capital, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 6, 2025), Wolfstich Capital, LLC reported 23 stock positions worth $112.8 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 24.7% of the portfolio, followed by Dimensional World Ex US Core (DFAX, 13.8%) and Dimensional Short Duration (DFSD, 11.7%).
- Most Recent 13F
- Q2 2026
- Location
- MEDFIELD, MA
- CIK
- 0002047009
- Portfolio Value
- $112.8M (Q4 2024)
- SEC Filing
- 0001085146-25-000836 ↗ filed Feb 6, 2025
Holdings Value
Holdings 23 stocks · $112.8M
| DFAC Dimensional US Core Equity 2 | 24.70% | 805,473 | $27.9M | — |
| DFAX Dimensional World Ex US Core | 13.80% | 625,980 | $15.6M | — |
| DFSD Dimensional Short Duration | 11.67% | 280,676 | $13.2M | — |
| DFSU Dimensional US Sus CORE1 ETF | 9.33% | 277,702 | $10.5M | — |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 6.89% | 324,373 | $7.8M | — |
| IBDR iShares Ibonds Dec 2026 Term | 6.40% | 299,957 | $7.2M | — |
| IBTF iShares Ibonds Dec 2025 Term | 6.08% | 294,180 | $6.9M | — |
| IBDT iShares Ibonds Dec 2028 ETF | 4.12% | 186,617 | $4.6M | — |
| DUHP Dimensional US High Profi Et | 3.91% | 130,553 | $4.4M | — |
| DFAU Dimensional US Core Equity M | 3.29% | 91,783 | $3.7M | — |
| DUSB Dimension Ultrashort Fi ETF | 1.88% | 41,915 | $2.1M | — |
| SCHY Schwab International DVD ETF | 1.67% | 81,313 | $1.9M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.35% | 6,949 | $1.5M | — |
| VTI VG Morningstar TS MKT ETF-US | 0.84% | 3,262 | $945K | — |
| DFCF Dimensional Core Fixed Inc. | 0.83% | 22,815 | $942K | — |
| VIG Vanguard Dividend Apprec ETF | 0.79% | 4,528 | $887K | — |
| SCHD Schwab US DVD Equity ETF | 0.62% | 25,692 | $702K | — |
| DGRO iShares Core Dividend Growth | 0.55% | 10,192 | $625K | — |
| ESGV Vanguard ESG US Stock ETF | 0.29% | 3,097 | $325K | — |
| DLN Wisdomtree US Largecap Divid | 0.28% | 4,024 | $313K | — |
| IWM iShares Russell 2000 ETF | 0.26% | 1,313 | $290K | — |
| DFSI Dimensional Int Sus COR1 ETF | 0.22% | 7,577 | $249K | — |
| DFVX Dim US Large Cap Vector ETF | 0.22% | 3,774 | $246K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 19 | $129.5M | DFAC, DFAX, DFSD, DFCF, DUSB |
| Q1 2026 | 45 | $114.3M | DFAC, DFAX, DFSD, DUSB, SGVT |
| Q4 2025 | 17 | $108.5M | DFAC, DFAX, DFSD, DUSB, DFLV |
| Q3 2025 | 13 | $49.0M | DFAC, DFAX, DFCF, DUHP, DFSU |
| Q2 2025 | 13 | $45.6M | DFAC, DFAX, DFCF, DUHP, DFSU |
| Q1 2025Amended | 23 | $110.6M | DFAC, DFAX, DFSD, DFSU, IBDS |
| Q4 2024 | 23 | $112.8M | DFAC, DFAX, DFSD, DFSU, IBDS |