Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Outbound Financial Inc 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Outbound Financial Inc (CIK 2144328) reported $154.4M across 45 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAC ($36.5M, 23.62%), DFGP ($16.8M, 10.85%), AVUS ($11.2M, 7.27%), DGCB ($9.6M, 6.20%), DFIC ($9.3M, 6.05%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1DFACDIMENSIONAL ETF TRUST$36.5M23.62%822,037Added
2DFGPDIMENSIONAL ETF TRUST$16.8M10.85%307,636Added
3AVUSAMERICAN CENTY ETF TR$11.2M7.27%87,592Trimmed
4DGCBDIMENSIONAL ETF TRUST$9.6M6.20%174,986Added
5DFICDIMENSIONAL ETF TRUST$9.3M6.05%250,903Trimmed
6DFNMDIMENSIONAL ETF TRUST$9.1M5.90%188,504Added
7DFEMDIMENSIONAL ETF TRUST$4.9M3.14%119,407Trimmed
8DFSDDIMENSIONAL ETF TRUST$4.2M2.69%87,094Trimmed
9DUSBDIMENSIONAL ETF TRUST$3.8M2.49%75,678Added
10AVDEAMERICAN CENTY ETF TR$3.8M2.47%42,694Trimmed
11DFSVDIMENSIONAL ETF TRUST$3.4M2.23%88,741Trimmed
12DCORDIMENSIONAL ETF TRUST$3.4M2.22%41,871Trimmed
13DUHPDIMENSIONAL ETF TRUST$3.2M2.10%77,529Trimmed
14DFAXDIMENSIONAL ETF TRUST$2.5M1.61%67,602Added
15DFCFDIMENSIONAL ETF TRUST$2.4M1.59%58,013Added
16PLTRPALANTIR TECHNOLOGIES INC$2.4M1.58%20,920Hold
17DFGXDIMENSIONAL ETF TRUST$2.4M1.57%45,373Added
18AVEMAMERICAN CENTY ETF TR$2.3M1.51%24,187Trimmed
19BILSPDR SERIES TRUST$2.2M1.40%23,610Added
20TSLATESLA INC$2.0M1.28%4,690Hold
21IVVISHARES TR$1.9M1.21%2,502Trimmed
22DFGRDIMENSIONAL ETF TRUST$1.7M1.11%59,364Added
23DFSUDIMENSIONAL ETF TRUST$1.3M0.81%26,821Trimmed
24VBVANGUARD INDEX FDS$1.2M0.76%3,869Hold
25VEAVANGUARD TAX-MANAGED FDS$1.1M0.70%15,247Added

Source: SEC Form 13F filings · as of 2026-06-30