StockDriftsStockDriftsTop 45 Outbound Financial Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 23.62% | 822.0K | $36.5M | +8.42%(+63.81K) | $35.48(+29.64%) | 2026-06-30 | |
| DFGP | DIMENSIONAL ETF TRUST | 10.85% | 307.6K | $16.8M | +8.69%(+24.59K) | $54.06(-1.07%) | 2026-06-30 | |
| AVUS | AMERICAN CENTY ETF TR | 7.27% | 87.6K | $11.2M | -0.35%(-304) | $96.35(+36.47%) | 2026-06-30 | |
| DGCB | DIMENSIONAL ETF TRUST | 6.2% | 175.0K | $9.6M | +8.19%(+13.24K) | $53.91(-0.86%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 6.05% | 250.9K | $9.3M | -0.42%(-1.06K) | $30.17(+29.99%) | 2026-06-30 | |
| DFNM | DIMENSIONAL ETF TRUST | 5.9% | 188.5K | $9.1M | +12.19%(+20.48K) | $47.56(+0.60%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 3.14% | 119.4K | $4.9M | -0.44%(-531) | $28.99(+35.94%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 2.69% | 87.1K | $4.2M | -7.17%(-6.72K) | $47.86(-0.93%) | 2026-06-30 | |
| DUSB | DIMENSIONAL ETF TRUST | 2.49% | 75.7K | $3.8M | +91.60%(+36.18K) | $50.73(+0.19%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 2.47% | 42.7K | $3.8M | -0.22%(-94) | $70.46(+33.31%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (4 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +15.32% |
| Top 20 Holdings Unweighted | — | — | — | — | +16.76% |
Outbound Financial Inc reports $154.40M in US-listed equity holdings across 45 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (23.6%), DFGP (10.8%) and AVUS (7.3%). The top 20 holdings account for 87.77% of reported assets. Its disclosed equity book has returned +15.32% cumulatively over 4 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Outbound Financial Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2144328). View Outbound Financial Inc’s 13F filings on SEC