# Outbound Financial Inc

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2144328. Source: https://holderbook.com/funds/2144328-outbound-financial-inc/

- Reported value: $154.4M
- Positions: 45
- Weight of the ten largest: 70.7%
- Filed: 2026-07-15

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | [DFAC](https://holderbook.com/stocks/DFAC/) | $36.5M | 822,037 | 23.6% | 5 |
| DIMENSIONAL ETF TRUST | [DFGP](https://holderbook.com/stocks/DFGP/) | $16.8M | 307,636 | 10.9% | 5 |
| AMERICAN CENTY ETF TR | [AVUS](https://holderbook.com/stocks/AVUS/) | $11.2M | 87,592 | 7.3% | 5 |
| DIMENSIONAL ETF TRUST | [DGCB](https://holderbook.com/stocks/DGCB/) | $9.6M | 174,986 | 6.2% | 5 |
| DIMENSIONAL ETF TRUST | [DFIC](https://holderbook.com/stocks/DFIC/) | $9.3M | 250,903 | 6.1% | 5 |
| DIMENSIONAL ETF TRUST | [DFNM](https://holderbook.com/stocks/DFNM/) | $9.1M | 188,504 | 5.9% | 5 |
| DIMENSIONAL ETF TRUST | [DFEM](https://holderbook.com/stocks/DFEM/) | $4.9M | 119,407 | 3.1% | 5 |
| DIMENSIONAL ETF TRUST | [DFSD](https://holderbook.com/stocks/DFSD/) | $4.2M | 87,094 | 2.7% | 5 |
| DIMENSIONAL ETF TRUST | [DUSB](https://holderbook.com/stocks/DUSB/) | $3.8M | 75,678 | 2.5% | 5 |
| AMERICAN CENTY ETF TR | [AVDE](https://holderbook.com/stocks/AVDE/) | $3.8M | 42,694 | 2.5% | 5 |
| DIMENSIONAL ETF TRUST | [DFSV](https://holderbook.com/stocks/DFSV/) | $3.4M | 88,741 | 2.2% | 5 |
| DIMENSIONAL ETF TRUST | [DCOR](https://holderbook.com/stocks/DCOR/) | $3.4M | 41,871 | 2.2% | 5 |
| DIMENSIONAL ETF TRUST | [DUHP](https://holderbook.com/stocks/DUHP/) | $3.2M | 77,529 | 2.1% | 5 |
| DIMENSIONAL ETF TRUST | [DFAX](https://holderbook.com/stocks/DFAX/) | $2.5M | 67,602 | 1.6% | 2 |
| DIMENSIONAL ETF TRUST | [DFCF](https://holderbook.com/stocks/DFCF/) | $2.4M | 58,013 | 1.6% | 5 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $2.4M | 20,920 | 1.6% | 5 |
| DIMENSIONAL ETF TRUST | [DFGX](https://holderbook.com/stocks/DFGX/) | $2.4M | 45,373 | 1.6% | 5 |
| AMERICAN CENTY ETF TR | [AVEM](https://holderbook.com/stocks/AVEM/) | $2.3M | 24,187 | 1.5% | 5 |
| SPDR SERIES TRUST | [BIL](https://holderbook.com/stocks/BIL/) | $2.2M | 23,610 | 1.4% | 5 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $2.0M | 4,690 | 1.3% | 5 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $1.9M | 2,502 | 1.2% | 5 |
| DIMENSIONAL ETF TRUST | [DFGR](https://holderbook.com/stocks/DFGR/) | $1.7M | 59,364 | 1.1% | 5 |
| DIMENSIONAL ETF TRUST | [DFSU](https://holderbook.com/stocks/DFSU/) | $1.3M | 26,821 | 0.8% | 5 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $1.2M | 3,869 | 0.8% | 5 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $1.1M | 15,247 | 0.7% | 5 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $954.8K | 4,381 | 0.6% | 5 |
| DIMENSIONAL ETF TRUST | [DISV](https://holderbook.com/stocks/DISV/) | $921.0K | 22,950 | 0.6% | 5 |
| DIMENSIONAL ETF TRUST | [DIHP](https://holderbook.com/stocks/DIHP/) | $887.5K | 26,007 | 0.6% | 5 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $885.3K | 10,988 | 0.6% | 5 |
| VANGUARD MUN BD FDS | [VCRM](https://holderbook.com/stocks/VCRM/) | $803.2K | 10,513 | 0.5% | 2 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $689.8K | 1,864 | 0.4% | 5 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $662.5K | 7,750 | 0.4% | 2 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $643.1K | 1,820 | 0.4% | 5 |
| DIMENSIONAL ETF TRUST | [DEHP](https://holderbook.com/stocks/DEHP/) | $633.7K | 14,816 | 0.4% | 5 |
| DIMENSIONAL ETF TRUST | [DFEV](https://holderbook.com/stocks/DFEV/) | $601.2K | 14,090 | 0.4% | 1 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $550.8K | 802 | 0.4% | 5 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $496.2K | 2,480 | 0.3% | 5 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $466.1K | 5,627 | 0.3% | 5 |
| SPDR SERIES TRUST | [BILS](https://holderbook.com/stocks/BILS/) | $459.4K | 4,623 | 0.3% | 5 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $419.6K | 1,727 | 0.3% | 5 |
| DIMENSIONAL ETF TRUST | [DFSI](https://holderbook.com/stocks/DFSI/) | $415.3K | 9,208 | 0.3% | 5 |
| VANGUARD INDEX FDS | [VOE](https://holderbook.com/stocks/VOE/) | $381.6K | 1,931 | 0.2% | 5 |
| VANGUARD WHITEHALL FDS | [VYMI](https://holderbook.com/stocks/VYMI/) | $341.7K | 3,480 | 0.2% | 5 |
| VANGUARD INSTL INDEX FD | [VBIL](https://holderbook.com/stocks/VBIL/) | $305.6K | 4,038 | 0.2% | 1 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $263.1K | 8,941 | 0.2% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +7.7% | +14.8% | -7.1% | 100% |
| Q1 2026 | -0.8% | -4.6% | +3.8% | 100% |
| Q4 2025 | +1.3% | +2.4% | -1.0% | 100% |
| Q3 2025 | +6.5% | +7.8% | -1.3% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $154.4M | 45 |
| Q1 2026 | $133.4M | 43 |
| Q4 2025 | $128.4M | 40 |
| Q3 2025 | $122.6M | 41 |
| Q2 2025 | $109.4M | 42 |