StockDriftsStockDriftsTop 43 Outbound Financial INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 23.55% | 833.0K | $37.0M | +1.33%(+10.96K) | $35.59(+26.06%) | 2026-09-30 | |
| DFGP | DIMENSIONAL ETF TRUST | 10.64% | 322.3K | $16.7M | +4.77%(+14.66K) | $54.02(-3.21%) | 2026-09-30 | |
| AVUS | AMERICAN CENTY ETF TR | 7.09% | 87.1K | $11.2M | -0.61%(-536) | $96.35(+33.82%) | 2026-09-30 | |
| DGCB | DIMENSIONAL ETF TRUST | 6% | 181.7K | $9.4M | +3.82%(+6.68K) | $53.88(-2.92%) | 2026-09-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 5.9% | 246.7K | $9.3M | -1.67%(-4.20K) | $30.17(+24.40%) | 2026-09-30 | |
| DFNM | DIMENSIONAL ETF TRUST | 5.7% | 194.6K | $9.0M | +3.24%(+6.11K) | $47.55(-1.77%) | 2026-09-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 3.09% | 122.2K | $4.9M | +2.35%(+2.81K) | $29.25(+30.23%) | 2026-09-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 2.57% | 87.1K | $4.0M | +0.00%(+4) | $47.86(-2.35%) | 2026-09-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 2.49% | 20.9K | $3.9M | +0.00%(+0) | $111.09(+74.78%) | 2026-09-30 | |
| DUSB | DIMENSIONAL ETF TRUST | 2.45% | 76.3K | $3.9M | +0.88%(+663) | $50.73(-0.18%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +14.53% |
| Top 20 Holdings Unweighted | — | — | — | — | +17.53% |
Outbound Financial INC reports $157.22M in US-listed equity holdings across 46 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (23.6%), DFGP (10.6%) and AVUS (7.1%). The top 20 holdings account for 83.86% of reported assets. Its disclosed equity book has returned +14.53% cumulatively over 5 quarters. Figures reflect the Q3 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