Outbound Financial Inc
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 15, 2026), Outbound Financial Inc reported 45 stock positions worth $154.4 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 23.6% of the portfolio, followed by Dimensional GLBL Core PL Fix (DFGP, 10.9%) and Avantis U.S. Equity ETF (AVUS, 7.3%). Compared with Q1 2026, it opened 3 new positions, sold out of 1, added to 17 and reduced 16. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +8%) and the biggest sale Dimensional Short Duration (DFSD, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- BOULDER, CO
- CIK
- 0002144328
- Portfolio Value
- $154.4M (Q2 2026)
- SEC Filing
- 0001754960-26-000538 ↗ filed Jul 15, 2026
Holdings Value
Holdings 45 stocks · $154.4M
| DFAC Dimensional US Core Equity 2 | 23.62% | 822,037 | $36.5M | Add +8.4% |
| DFGP Dimensional GLBL Core PL Fix | 10.85% | 307,636 | $16.8M | Add +8.7% |
| AVUS Avantis U.S. Equity ETF | 7.27% | 87,592 | $11.2M | Reduce -0.3% |
| DGCB Dimensional Global Credit | 6.20% | 174,986 | $9.6M | Add +8.2% |
| DFIC Dimensional International Co. | 6.05% | 250,903 | $9.3M | Reduce -0.4% |
| DFNM Dimensional National Muni BD | 5.90% | 188,504 | $9.1M | Add +12.2% |
| DFEM Dimensional Emrg MRKT Core | 3.14% | 119,407 | $4.9M | Reduce -0.4% |
| DFSD Dimensional Short Duration | 2.69% | 87,094 | $4.2M | Reduce -7.2% |
| DUSB Dimension Ultrashort Fi ETF | 2.49% | 75,678 | $3.8M | Add +91.6% |
| AVDE Avantis International Equity | 2.47% | 42,694 | $3.8M | Reduce -0.2% |
| DFSV Dimensional US Small Cap Val | 2.23% | 88,741 | $3.4M | Reduce -8.7% |
| DCOR Dimensional US Core Eq 1 ETF | 2.22% | 41,871 | $3.4M | Reduce -2.6% |
| DUHP Dimensional US High Profi Et | 2.10% | 77,529 | $3.2M | Reduce -4.6% |
| DFAX Dimensional World Ex US Core | 1.61% | 67,602 | $2.5M | Add +395.8% |
| DFCF Dimensional Core Fixed Inc. | 1.59% | 58,013 | $2.4M | Add +10.6% |
| PLTR Palantir Technologies Inc. Class A | 1.58% | 20,920 | $2.4M | No change |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 1.57% | 45,373 | $2.4M | Add +7.7% |
| AVEM Avantis Emerging Markets Eq | 1.51% | 24,187 | $2.3M | Reduce -0.3% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.40% | 23,610 | $2.2M | Add +31.1% |
| TSLA Tesla Inc. | 1.28% | 4,690 | $2.0M | No change |
| IVV iShares Core S&P 500 ETF | 1.21% | 2,502 | $1.9M | Reduce -2.2% |
| DFGR Dim Global Real Estate ETF | 1.11% | 59,364 | $1.7M | Add +6.5% |
| DFSU Dimensional US Sus CORE1 ETF | 0.81% | 26,821 | $1.3M | Reduce -1.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.76% | 3,869 | $1.2M | No change |
| VEA Vanguard Ftse Developed ETF | 0.70% | 15,247 | $1.1M | Add +24.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.62% | 4,381 | $955K | Reduce -0.1% |
| DISV Dimensional International SM | 0.60% | 22,950 | $921K | Reduce -5.5% |
| DIHP Dimensional International Hi | 0.57% | 26,007 | $888K | Reduce -3.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.57% | 10,988 | $885K | No change |
| VCRM Vanguard Core Tax-Ex Bond | 0.52% | 10,513 | $803K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.45% | 1,864 | $690K | Add +33.0% |
| VXUS Vanguard Total Intl Stock | 0.43% | 7,750 | $663K | Add +45.4% |
| GOOG Alphabet Inc. Class C | 0.42% | 1,820 | $643K | No change |
| DEHP Dimensional Emrg MRK Hi Prof | 0.41% | 14,816 | $634K | Reduce -9.0% |
| DFEV Dimensional Emrg MRKT Val | 0.39% | 14,090 | $601K | New |
| VOO Vanguard S&P 500 ETF | 0.36% | 802 | $551K | No change |
| NVDA Nvidia Corp. | 0.32% | 2,480 | $496K | No change |
| IEMG iShares Core MSCI Emerging | 0.30% | 5,627 | $466K | Add +2.1% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.30% | 4,623 | $459K | Reduce -15.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.27% | 1,727 | $420K | Add +12.5% |
| DFSI Dimensional Int Sus COR1 ETF | 0.27% | 9,208 | $415K | Add +0.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.25% | 1,931 | $382K | Add +15.1% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.22% | 3,480 | $342K | No change |
| VBIL Vanguard 0-3M T-Bill ETF | 0.20% | 4,038 | $306K | New |
| SCHX Schwab US Large-Cap ETF | 0.17% | 8,941 | $263K | New |
Portfolio Sells Q1 2026 → Q2 2026
| DFSD Dimensional Short Duration | Reduce -7.2% | 2.69% | −0.67 |
| DFIC Dimensional International Co. | Reduce -0.4% | 6.05% | −0.66 |
| DFIV Dimensional International Va | Sold out | 0.00% | −0.41 |
| DFSV Dimensional US Small Cap Val | Reduce -8.7% | 2.23% | −0.35 |
| AVDE Avantis International Equity | Reduce -0.2% | 2.47% | −0.26 |
| DUHP Dimensional US High Profi Et | Reduce -4.6% | 2.10% | −0.14 |
| DISV Dimensional International SM | Reduce -5.5% | 0.60% | −0.12 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Reduce -15.6% | 0.30% | −0.11 |
| DCOR Dimensional US Core Eq 1 ETF | Reduce -2.6% | 2.22% | −0.10 |
| DIHP Dimensional International Hi | Reduce -3.9% | 0.57% | −0.08 |
| AVUS Avantis U.S. Equity ETF | Reduce -0.3% | 7.27% | −0.06 |
| IVV iShares Core S&P 500 ETF | Reduce -2.2% | 1.21% | −0.04 |
| DFSU Dimensional US Sus CORE1 ETF | Reduce -1.4% | 0.81% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.1% | 0.62% | −0.03 |
| DEHP Dimensional Emrg MRK Hi Prof | Reduce -9.0% | 0.41% | −0.00 |
| DFEM Dimensional Emrg MRKT Core | Reduce -0.4% | 3.14% | +0.04 |
| AVEM Avantis Emerging Markets Eq | Reduce -0.3% | 1.51% | +0.05 |
Portfolio Buys Q1 2026 → Q2 2026
| DFAC Dimensional US Core Equity 2 | Add +8.4% | 23.62% | +1.53 |
| DFAX Dimensional World Ex US Core | Add +395.8% | 1.61% | +1.27 |
| DUSB Dimension Ultrashort Fi ETF | Add +91.6% | 2.49% | +0.99 |
| DFEV Dimensional Emrg MRKT Val | New | 0.39% | +0.39 |
| VBIL Vanguard 0-3M T-Bill ETF | New | 0.20% | +0.20 |
| SCHX Schwab US Large-Cap ETF | New | 0.17% | +0.17 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +31.1% | 1.40% | +0.16 |
| VXUS Vanguard Total Intl Stock | Add +45.4% | 0.43% | +0.12 |
| VEA Vanguard Ftse Developed ETF | Add +24.2% | 0.70% | +0.11 |
| VTI VG Morningstar TS MKT ETF-US | Add +33.0% | 0.45% | +0.11 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +12.5% | 0.27% | +0.02 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +15.1% | 0.25% | +0.02 |
| IEMG iShares Core MSCI Emerging | Add +2.1% | 0.30% | +0.01 |
| DFGR Dim Global Real Estate ETF | Add +6.5% | 1.11% | +0.00 |
| DFSI Dimensional Int Sus COR1 ETF | Add +0.9% | 0.27% | −0.02 |
| DFCF Dimensional Core Fixed Inc. | Add +10.6% | 1.59% | −0.07 |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | Add +7.7% | 1.57% | −0.08 |
| DFNM Dimensional National Muni BD | Add +12.2% | 5.90% | −0.14 |
| DGCB Dimensional Global Credit | Add +8.2% | 6.20% | −0.37 |
| DFGP Dimensional GLBL Core PL Fix | Add +8.7% | 10.85% | −0.61 |