Outbound Financial Inc

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed July 15, 2026), Outbound Financial Inc reported 41 stock positions worth $122.6 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 21.0% of the portfolio, followed by Dimensional GLBL Core PL Fix (DFGP, 11.1%) and Avantis U.S. Equity ETF (AVUS, 7.8%). Compared with Q2 2025, it sold out of 1, added to 15 and reduced 14. The biggest buy was Dimensional Short Duration (DFSD, shares +33%) and the biggest sale Avantis U.S. Equity ETF (AVUS, shares −0%).

Most Recent 13F
Q2 2026
Location
BOULDER, CO
CIK
0002144328
Portfolio Value
$122.6M (Q3 2025)
SEC Filing
0001754960-26-000535 ↗ filed Jul 15, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q2 2025: $109.4M Q2 2025 Q3 2025: $122.6M $122.6M Q3 2025 Q4 2025: $128.4M Q4 2025 Q1 2026: $133.4M Q1 2026 Q2 2026: $154.4M Q2 2026

Holdings 41 stocks · $122.6M
DFAC Dimensional US Core Equity 2 20.96% 666,431 $25.7M Add +3.9%
DFGP Dimensional GLBL Core PL Fix 11.14% 245,823 $13.7M Add +6.3%
AVUS Avantis U.S. Equity ETF 7.84% 88,458 $9.6M Reduce -0.4%
DGCB Dimensional Global Credit 6.22% 137,682 $7.6M Add +10.3%
DFNM Dimensional National Muni BD 6.08% 155,550 $7.5M Add +2.2%
DFIC Dimensional International Co. 6.04% 226,112 $7.4M Add +5.8%
DFSD Dimensional Short Duration 3.45% 87,848 $4.2M Add +33.0%
PLTR Palantir Technologies Inc. Class A 3.11% 20,920 $3.8M No change
AVDE Avantis International Equity 2.81% 43,685 $3.4M Reduce -0.8%
DUHP Dimensional US High Profi Et 2.72% 88,313 $3.3M Reduce -1.3%
DFEM Dimensional Emrg MRKT Core 2.70% 103,269 $3.3M Add +6.7%
DFSV Dimensional US Small Cap Val 2.67% 102,727 $3.3M Reduce -1.1%
DCOR Dimensional US Core Eq 1 ETF 2.11% 35,942 $2.6M Add +19.1%
TSLA Tesla Inc. 1.70% 4,690 $2.1M No change
DFCF Dimensional Core Fixed Inc. 1.62% 46,559 $2.0M Add +58.5%
DFGX Dimsnl Intr CF in ETF-Usd Inc. 1.62% 36,791 $2.0M Add +58.1%
DUSB Dimension Ultrashort Fi ETF 1.58% 38,111 $1.9M Add +13.7%
AVEM Avantis Emerging Markets Eq 1.51% 24,624 $1.8M Reduce -0.5%
IVV iShares Core S&P 500 ETF 1.40% 2,558 $1.7M Reduce -0.7%
BIL SS SPDR BB 1-3M T-Bill ETF 1.37% 18,308 $1.7M Add +8.7%
DFGR Dim Global Real Estate ETF 1.08% 48,518 $1.3M Add +8.7%
DFSU Dimensional US Sus CORE1 ETF 0.95% 27,470 $1.2M Reduce -2.4%
DISV Dimensional International SM 0.91% 31,306 $1.1M Reduce -1.4%
DIHP Dimensional International Hi 0.83% 33,402 $1.0M Reduce -0.7%
VB Vanguard Most SM-Cap ETF-Usd 0.80% 3,869 $984K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.67% 4,385 $818K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.66% 2,747 $807K No change
VTI VG Morningstar TS MKT ETF-US 0.66% 2,452 $805K Add +1.7%
VEA Vanguard Ftse Developed ETF 0.60% 12,280 $736K Add +2.1%
DEHP Dimensional Emrg MRK Hi Prof 0.49% 19,578 $598K Reduce -1.1%
VOO Vanguard S&P 500 ETF 0.49% 975 $597K Reduce -3.5%
DFEV Dimensional Emrg MRKT Val 0.48% 18,397 $587K Reduce -1.2%
BILS SS Spdrb B 3-12M T-Bill ETF 0.46% 5,714 $569K No change
GOOG Alphabet Inc. Class C 0.36% 1,820 $443K No change
DFSI Dimensional Int Sus COR1 ETF 0.32% 9,646 $395K Reduce -1.6%
NVDA Nvidia Corp. 0.31% 2,030 $379K No change
IEMG iShares Core MSCI Emerging 0.30% 5,510 $363K Reduce -1.5%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.26% 1,535 $320K No change
SCHX Schwab US Large-Cap ETF 0.25% 11,664 $307K No change
VYMI Vanguard Int High DVD YLD Inc. 0.24% 3,480 $295K No change
VOE Vngrd Mrngstr MD-Cap Val ETF 0.24% 1,678 $293K No change

Portfolio Sells Q2 2025 → Q3 2025
AVUS Avantis U.S. Equity ETF Reduce -0.4% 7.84% −0.34
MCK McKesson Corp. Sold out 0.00% −0.33
DUHP Dimensional US High Profi Et Reduce -1.3% 2.72% −0.19
AVDE Avantis International Equity Reduce -0.8% 2.81% −0.17
DFSV Dimensional US Small Cap Val Reduce -1.1% 2.67% −0.13
DIHP Dimensional International Hi Reduce -0.7% 0.83% −0.08
IVV iShares Core S&P 500 ETF Reduce -0.7% 1.40% −0.07
DFSU Dimensional US Sus CORE1 ETF Reduce -2.4% 0.95% −0.06
DISV Dimensional International SM Reduce -1.4% 0.91% −0.04
AVEM Avantis Emerging Markets Eq Reduce -0.5% 1.51% −0.04
VOO Vanguard S&P 500 ETF Reduce -3.5% 0.49% −0.04
DFEV Dimensional Emrg MRKT Val Reduce -1.2% 0.48% −0.03
DFSI Dimensional Int Sus COR1 ETF Reduce -1.6% 0.32% −0.03
DEHP Dimensional Emrg MRK Hi Prof Reduce -1.1% 0.49% −0.02
IEMG iShares Core MSCI Emerging Reduce -1.5% 0.30% −0.01

Portfolio Buys Q2 2025 → Q3 2025
DFSD Dimensional Short Duration Add +33.0% 3.45% +0.55
DFCF Dimensional Core Fixed Inc. Add +58.5% 1.62% +0.49
DFGX Dimsnl Intr CF in ETF-Usd Inc. Add +58.1% 1.62% +0.48
DCOR Dimensional US Core Eq 1 ETF Add +19.1% 2.11% +0.26
DFEM Dimensional Emrg MRKT Core Add +6.7% 2.70% +0.08
DGCB Dimensional Global Credit Add +10.3% 6.22% +0.04
DUSB Dimension Ultrashort Fi ETF Add +13.7% 1.58% +0.02
VTI VG Morningstar TS MKT ETF-US Add +1.7% 0.66% −0.01
DFGR Dim Global Real Estate ETF Add +8.7% 1.08% −0.01
VEA Vanguard Ftse Developed ETF Add +2.1% 0.60% −0.03
DFIC Dimensional International Co. Add +5.8% 6.04% −0.03
BIL SS SPDR BB 1-3M T-Bill ETF Add +8.7% 1.37% −0.04
DFAC Dimensional US Core Equity 2 Add +3.9% 20.96% −0.04
DFGP Dimensional GLBL Core PL Fix Add +6.3% 11.14% −0.37
DFNM Dimensional National Muni BD Add +2.2% 6.08% −0.51

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 45$154.4MDFAC, DFGP, AVUS, DGCB, DFIC
Q1 2026 43$133.4MDFAC, DFGP, AVUS, DFIC, DGCB
Q4 2025 40$128.4MDFAC, DFGP, AVUS, DFIC, DGCB
Q3 2025 41$122.6MDFAC, DFGP, AVUS, DGCB, DFNM
Q2 2025 42$109.4MDFAC, DFGP, AVUS, DFNM, DGCB