Outbound Financial
Outbound Financial reported 46 stocks worth $157M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are Dimensional ETF Trust (23.6%), DFGP (10.6%) and AVUS (7.1%). Compared with Q2 2026, the fund opened new positions in DCOR, DFSV and DUHP, added to DFGP, DGCB and DFNM, trimmed AVUS, DFIC and AVDE and sold out of VCRM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 6 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $37M | 23.6% | 833K | +11K (+1%) | 6 of 6 | |
| 2 |  DFGP Dimensional ETF Trust | $16.7M | 10.6% | 322K | +15K (+5%) | 6 of 6 | |
| 3 |  AVUS Avantis U.s. Equity ETF | $11.2M | 7.1% | 87K | −536 (−1%) | 6 of 6 | |
| 4 |  DGCB Dimensional Global | $9.4M | 6.0% | 182K | +6,677 (+4%) | 6 of 6 | |
| 5 |  DFIC Dimensional Intern Core | $9.3M | 5.9% | 247K | −4,197 (−2%) | 6 of 6 | |
| 6 |  DFNM Dimensional Nationl | $9M | 5.7% | 195K | +6,112 (+3%) | 6 of 6 | |
| 7 |  DFEM Dimensional ETF Trust | $4.9M | 3.1% | 122K | +2,809 (+2%) | 6 of 6 | |
| 8 |  DFSD Dimensional Shrt Drt Fxd | $4M | 2.6% | 87K | No change | 6 of 6 | |
| 9 |  PLTR Palantir Technologies Inc | $3.9M | 2.5% | 21K | No change | 6 of 6 | |
| 10 |  DUSB Dimensnl Ultrashrt Fixed | $3.9M | 2.5% | 76K | +663 (+1%) | 6 of 6 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $3.4M | 89K |
DIMENSIONAL ETF TRUST | $3.4M | 42K |
DIMENSIONAL ETF TRUST | $3.2M | 78K |
 VCRM Vanguard Mun BD Fds | $803K | 11K |
Reported value
last 6 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Outbound Financial 13F FAQ
What does Outbound Financial own?
Outbound Financial reported 46 stocks worth $157M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are Dimensional ETF Trust (23.6%), DFGP (10.6%) and AVUS (7.1%). The table above lists every position in the filing (the top 10 without an account).
What did Outbound Financial buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 12 added to, 13 trimmed and 4 sold out. New positions include DCOR, DFSV and DUHP. It sold all of VCRM.
When will Outbound Financial file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Outbound Financial's portfolio worth?
The Q3 2026 filing reports $157M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.