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CIK: 0002144328
Total reported value
$154.4M
$154.4M
43 檔
46.8%
According to the latest 13F quarterly dataset, Outbound Financial Inc managed an equity portfolio of $154.4M at the end of Q1 2026, spanning 43 distinct U.S. exchange-listed positions.
During Q1 2026, Outbound Financial Inc performed routine portfolio adjustments (3 new buys, 11 additions, 14 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 22.09% | +2.09% | +8.54% | |
| 2 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 11.46% | -0.43% | +5.63% | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 7.33% | -0.39% | -0.16% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 6.71% | -0.34% | +5.74% | |
| 5 | DGCB | Dimensional Global Credit | ETF-Other | 6.56% | -0.19% | +6.84% | |
| 6 | DFNM | Dimensional National Muni Bd | ETF-Other | 6.04% | -0.08% | +5.42% | |
| 7 | DFSD | Dimensional Short Duration | ETF-Other | 3.37% | -0.77% | +1.18% | |
| 8 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.11% | +0.28% | +7.84% | |
| 9 | AVDE | Avantis International Equity | ETF-Other | 2.72% | -0.29% | -0.76% | |
| 10 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 2.58% | -0.46% | -6.54% | |
| 11 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 2.32% | -0.14% | +4.21% | |
| 12 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.29% | -1.32% | — | |
| 13 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.24% | -0.44% | -5.21% | |
| 14 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.66% | -0.05% | +6.16% | |
| 15 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 1.66% | -0.06% | +6.13% | |
| 16 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 1.50% | +0.81% | -7.20% | |
| 17 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.47% | +0.04% | -0.77% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.31% | -0.36% | — | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.25% | -0.15% | — | |
| 20 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.24% | -0.01% | -9.19% | |
| 21 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.11% | +0.03% | +6.61% | |
| 22 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.84% | -0.12% | -0.77% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 0.76% | -0.02% | — | |
| 24 | DISV | Dimensional International Sm | ETF-Other | 0.72% | -0.20% | -9.71% | |
| 25 | DIHP | Dimensional International Hi | ETF-Other | 0.65% | -0.14% | -6.61% | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 0.64% | -0.03% | — | |
| 27 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 0.59% | +0.52% | NEW | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.59% | -0.05% | — | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.59% | +0.10% | — | |
| 30 | DFIV | Dimensional International Va | ETF-Other | 0.41% | -0.43% | EXIT | |
| 31 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.41% | -0.02% | -5.83% | |
| 32 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.41% | -0.14% | -4.20% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.39% | -0.02% | — | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | -0.03% | — | |
| 35 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.35% | +1.61% | NEW | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.34% | +0.08% | — | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.32% | -0.04% | — | |
| 38 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.31% | +0.43% | NEW | |
| 39 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.29% | -0.05% | -4.41% | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.29% | +0.01% | — | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.25% | +0.02% | — | |
| 42 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.25% | -0.02% | — | |
| 43 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.23% | +0.02% | — |
According to official SEC Form 13F filings, Outbound Financial Inc reported a total U.S. public equity portfolio value of $154.4M across 43 disclosed positions in Q1 2026.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFGP, AVUS) accounted for 46.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
VCRM
市值: $790.1K
Top Position Liquidated / Trimmed
AVUS
前期市值: $9.8M
During Q1 2026, Outbound Financial Inc's top holdings by market value included DFAC (22.1%)、DFGP (11.5%)、AVUS (7.3%). The largest single position, DFAC, represented 22.1% of total portfolio value.
In Q1 2026, Outbound Financial Inc made 28 total portfolio adjustments, initiating 3 new buys, adding to 11 positions, trimming 14 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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