Wolfstich Capital, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 14, 2026), Wolfstich Capital, LLC reported 17 stock positions worth $108.5 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 26.9% of the portfolio, followed by Dimensional World Ex US Core (DFAX, 24.0%) and Dimensional Short Duration (DFSD, 20.2%). Compared with Q3 2025, it opened 8 new positions, sold out of 4, added to 4 and reduced 3. The biggest buy was a new position in Dimensional Short Duration (DFSD) and the biggest sale an exit from Dimensional Core Fixed (DFCF).
- Most Recent 13F
- Q2 2026
- Location
- MEDFIELD, MA
- CIK
- 0002047009
- Portfolio Value
- $108.5M (Q4 2025)
- SEC Filing
- 0002047009-26-000001 ↗ filed Jan 14, 2026
Holdings Value
Holdings 17 stocks · $108.5M
| DFAC Dimensional US Core Equity 2 | 26.94% | 738,437 | $29.2M | Add +83.9% |
| DFAX Dimensional World Ex US Core | 24.00% | 795,905 | $26.0M | Add +101.7% |
| DFSD Dimensional Short Duration | 20.25% | 458,208 | $22.0M | New |
| DUSB Dimension Ultrashort Fi ETF | 6.69% | 143,435 | $7.3M | New |
| DFLV Dim US Large Cap Value ETF | 5.75% | 182,361 | $6.2M | New |
| DFGP Dimensional GLBL Core PL Fix | 4.35% | 87,222 | $4.7M | New |
| DUHP Dimensional US High Profi Et | 2.47% | 70,418 | $2.7M | Reduce -15.4% |
| SCHY Schwab International DVD ETF | 1.96% | 71,217 | $2.1M | No change |
| DFSU Dimensional US Sus CORE1 ETF | 1.56% | 39,011 | $1.7M | Reduce -31.9% |
| VTI VG Morningstar TS MKT ETF-US | 1.47% | 4,744 | $1.6M | Add +21.0% |
| SCHK Schwab 1000 Index ETF | 1.45% | 108,453 | $1.6M | New |
| DFIV Dimensional International Va | 1.07% | 23,198 | $1.2M | New |
| SCHB Schwab US Broad Market ETF | 0.82% | 32,427 | $889K | New |
| DLN Wisdomtree US Largecap Divid | 0.35% | 4,253 | $375K | Add +5.7% |
| ESGV Vanguard ESG US Stock ETF | 0.32% | 2,890 | $350K | Reduce -6.7% |
| SGVT Schwab Govt Money Market ETF | 0.29% | 315,901 | $316K | New |
| IWM iShares Russell 2000 ETF | 0.27% | 1,203 | $296K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| DFCF Dimensional Core Fixed Inc. | Sold out | 0.00% | −15.59 |
| DUHP Dimensional US High Profi Et | Reduce -15.4% | 2.47% | −3.95 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −3.69 |
| DFSU Dimensional US Sus CORE1 ETF | Reduce -31.9% | 1.56% | −3.40 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −2.72 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −1.01 |
| ESGV Vanguard ESG US Stock ETF | Reduce -6.7% | 0.32% | −0.43 |
Portfolio Buys Q3 2025 → Q4 2025
| DFSD Dimensional Short Duration | New | 20.25% | +20.25 |
| DUSB Dimension Ultrashort Fi ETF | New | 6.69% | +6.69 |
| DFLV Dim US Large Cap Value ETF | New | 5.75% | +5.75 |
| DFGP Dimensional GLBL Core PL Fix | New | 4.35% | +4.35 |
| SCHK Schwab 1000 Index ETF | New | 1.45% | +1.45 |
| DFIV Dimensional International Va | New | 1.07% | +1.07 |
| SCHB Schwab US Broad Market ETF | New | 0.82% | +0.82 |
| SGVT Schwab Govt Money Market ETF | New | 0.29% | +0.29 |
| DLN Wisdomtree US Largecap Divid | Add +5.7% | 0.35% | −0.37 |
| VTI VG Morningstar TS MKT ETF-US | Add +21.0% | 1.47% | −1.16 |
| DFAX Dimensional World Ex US Core | Add +101.7% | 24.00% | −1.26 |
| DFAC Dimensional US Core Equity 2 | Add +83.9% | 26.94% | −4.66 |
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 |