Outbound Financial Inc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$133.4M
Q ending 2026-03-31
Prior quarter
$128.4M
Q ending 2025-12-31
Change
+3.9% QoQ
Positions
43
reported holdings

Largest positions

All 43 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Dimensional Etf TrustDFACShares$29.5M758K
Dimensional Etf TrustDFGPShares$15.3M283K
American Centy Etf TrAVUSShares$9.8M88K
Dimensional Etf TrustDFICShares$9.0M252K
Dimensional Etf TrustDGCBShares$8.8M162K
Dimensional Etf TrustDFNMShares$8.1M168K
Dimensional Etf TrustDFSDShares$4.5M94K
Dimensional Etf TrustDFEMShares$4.1M120K
American Centy Etf TrAVDEShares$3.6M43K
Dimensional Etf TrustDFSVShares$3.4M97K
Dimensional Etf TrustDCORShares$3.1M43K
Palantir Technologies IncPLTRShares$3.1M21K
Dimensional Etf TrustDUHPShares$3.0M81K
Dimensional Etf TrustDFCFShares$2.2M52K
Dimensional Etf TrustDFGXShares$2.2M42K
Dimensional Etf TrustDUSBShares$2.0M39K
American Centy Etf TrAVEMShares$2.0M24K
Tesla IncTSLAShares$1.7M5K
Ishares TrIVVShares$1.7M3K
Spdr Series TrustBILShares$1.7M18K
Dimensional Etf TrustDFGRShares$1.5M56K
Dimensional Etf TrustDFSUShares$1.1M27K
Vanguard Index FdsVBShares$1.0M4K
Dimensional Etf TrustDISVShares$958K24K
Dimensional Etf TrustDIHPShares$872K27K
Vanguard Index FdsVTVShares$860K4K
Vanguard Mun Bd FdsVCRMShares$790K11K
Vanguard Index FdsVOShares$789K3K
Vanguard Tax-Managed FdsVEAShares$787K12K
Dimensional Etf TrustDFIVShares$552K15K
Dimensional Etf TrustDEHPShares$550K16K
Spdr Series TrustBILSShares$544K5K
Alphabet IncGOOGShares$522K2K
Vanguard Index FdsVOOShares$479K802
Dimensional Etf TrustDFAXShares$463K14K
Vanguard Index FdsVTIShares$450K1K
Nvidia CorporationNVDAShares$433K2K
Vanguard Star FdsVXUSShares$411K5K
Dimensional Etf TrustDFSIShares$387K9K
Ishares IncIEMGShares$384K6K
Vanguard Index FdsVBRShares$333K2K
Vanguard Whitehall FdsVYMIShares$328K3K
Vanguard Index FdsVOEShares$309K2K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.