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Schulz Wealth, LTD. Last Quarter Change: USA ETF, New

Schulz Wealth, LTD. quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-12-31 to 2026-06-30, Schulz Wealth, LTD. opened 12 positions, added to 13, reduced 14, sold out of 8 and left 16 unchanged. The largest increase in value was DFAC (+$42,279,519); the largest decrease was DFAC (-$35,594,264).

  • DFAC: Country of operation —; Class US COR EQU 2 ETF; Shares 2025-12-31 0; Shares 2026-06-30 953,100.
  • BUFR: Country of operation —; Class FT LADD BUFF ETF; Shares 2025-12-31 0; Shares 2026-06-30 342,573.
  • ACYN: Country of operation —; Class VEST LADDERED; Shares 2025-12-31 0; Shares 2026-06-30 343,070.
  • ACYS: Country of operation —; Class VEST LAD AUT ETF; Shares 2025-12-31 0; Shares 2026-06-30 214,146.

Two Form 13F-HR filings compared (SEC CIK 2011780): 2025-12-31 (filed 2026-02-05) and 2026-06-30 (filed 2026-08-26). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2025-12-31Shares 2026-06-30Share changeValue 2025-12-31Value 2026-06-30Value change
DFAC
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF0953,100+953,100$0$42,279,519+$42,279,519
BUFR
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF0342,573+342,573$0$12,514,192+$12,514,192
ACYN
FIRST TR EXCHANGE-TRADED FD
VEST LADDERED0343,070+343,070$0$7,132,425+$7,132,425
ACYS
FIRST TR EXCHANGE-TRADED FD
VEST LAD AUT ETF0214,146+214,146$0$4,398,559+$4,398,559
DFCF
DIMENSIONAL ETF TRUST
CORE FIXE IN ETF087,540+87,540$0$3,695,063+$3,695,063
AVUS
AMERICAN CENTY ETF TR
US EQT ETF023,664+23,664$0$3,030,885+$3,030,885
BUCK
SIMPLIFY EXCHANGE TRADED FUN
TREASURY OPT INC035,336+35,336$0$827,569+$827,569
SPYM
SPDR SERIES TRUST
United StatesST STR P500ETF04,127+4,127$0$362,660+$362,660
EWZ
ISHARES INC
MSCI BRAZIL ETF06,856+6,856$0$236,532+$236,532
VBR
VANGUARD INDEX FDS
SM CP VAL ETF0932+932$0$226,560+$226,560
KOCT
INNOVATOR ETFS TRUST
US SML CP PWR B05,930+5,930$0$221,545+$221,545
VEA
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT02,896+2,896$0$206,347+$206,347

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