Wolfstich Capital, LLC
19 holdingsFiling period: 2026-06-30Current AUM: $126.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional ETF Trust | 699.6K | $31.0M | $30.6M | 24.08% | -11,471 | 2026-06-30 |
| 2 | DFAX | Dimensional ETF Trust | 764.4K | $28.0M | $26.7M | 21.02% | +23.9K | 2026-06-30 |
| 3 | DFSD | Dimensional ETF Trust | 511.7K | $24.4M | $24.1M | 18.96% | +102.1K | 2026-06-30 |
| 4 | DFCF | Dimensional ETF Trust | 333.8K | $14.1M | $13.7M | 10.80% | -- | 2026-06-30 |
| 5 | DUSB | Dimensional ETF Trust | 214.1K | $10.9M | $10.9M | 8.55% | +74.8K | 2026-06-30 |
| 6 | DFUV | Dimensional ETF Trust | 111.1K | $6.1M | $6.1M | 4.84% | -- | 2026-06-30 |
| 7 | DUHP | Dimensional ETF Trust | 68.2K | $2.8M | $2.8M | 2.21% | +10.5K | 2026-06-30 |
| 8 | DFSU | Dimensional ETF Trust | 38.1K | $1.8M | $1.8M | 1.41% | -261 | 2026-06-30 |
| 9 | IBM | International Business Machs | 5.8K | $1.7M | $1.5M | 1.14% | -109 | 2026-06-30 |
| 10 | SCHF | Schwab Strategic TR | 51.2K | $1.6M | $1.6M | 1.23% | -- | 2026-06-30 |
| 11 | SCHD | Schwab Strategic TR | 43.2K | $1.4M | $1.6M | 1.22% | -16,854 | 2026-06-30 |
| 12 | SCHK | Schwab Strategic TR | 86.5K | $1.4M | $1.4M | 1.07% | -21,991 | 2026-06-30 |
| 13 | VIG | Vanguard Specialized Funds | 5.6K | $1.3M | $1.4M | 1.08% | -- | 2026-06-30 |
| 14 | DFLV | Dimensional ETF Trust | 30.9K | $1.2M | $1.3M | 1.00% | -33,949 | 2026-06-30 |
| 15 | DFGR | Dimensional ETF Trust | 13.4K | $392K | $386K | 0.30% | -- | 2026-06-30 |
| 16 | DFIV | Dimensional ETF Trust | 6.8K | $371K | $383K | 0.30% | -- | 2026-06-30 |
| 17 | IWM | iShares TR | 1.2K | $357K | $325K | 0.26% | -- | 2026-06-30 |
| 18 | DLN | WisdomTree TR | 3.5K | $340K | $347K | 0.27% | -243 | 2026-06-30 |
| 19 | ESGV | Vanguard World FD | 2.2K | $292K | $286K | 0.23% | -574 | 2026-06-30 |
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