Outbound Financial Inc historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 4 quarters from 2025-06-30 to 2026-06-30, Outbound Financial Inc opened 7 positions, added to 58, reduced 55 and sold out of 3.
- Q2 2026: Stock DFAC; Country of operation —; Class US COR EQU 2 ETF; Shares before 758,225.
- Q2 2026: Stock DFAX; Country of operation —; Class WORLD EX US CORE; Shares before 13,635.
- Q2 2026: Stock DUSB; Country of operation —; Class ULTR FIX INC ETF; Shares before 39,497.
- Q2 2026: Stock DFGP; Country of operation —; Class GLOB CO PLUS ETF; Shares before 283,042.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2144328), 4 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-15); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-07-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-07-15); Q3 2025 (2025-06-30 to 2025-09-30, filed 2026-07-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-06-30.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q2 2026 | DFAC DIMENSIONAL ETF TRUST | | US COR EQU 2 ETF | 758,225 | 822,037 | +63,812 | $29,464,636 | $36,465,563 | +$7,000,927 | 2026-07-15 |
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| Q2 2026 | DFAX DIMENSIONAL ETF TRUST | | WORLD EX US CORE | 13,635 | 67,602 | +53,967 | $463,178 | $2,490,458 | +$2,027,280 | 2026-07-15 |
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| Q2 2026 | DUSB DIMENSIONAL ETF TRUST | | ULTR FIX INC ETF | 39,497 | 75,678 | +36,181 | $2,002,910 | $3,842,914 | +$1,840,004 | 2026-07-15 |
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| Q2 2026 | DFGP DIMENSIONAL ETF TRUST | | GLOB CO PLUS ETF | 283,042 | 307,636 | +24,594 | $15,281,438 | $16,753,857 | +$1,472,419 | 2026-07-15 |
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| Q2 2026 | DFNM DIMENSIONAL ETF TRUST | | NATL MUN BD ETF | 168,024 | 188,504 | +20,480 | $8,053,390 | $9,111,341 | +$1,057,951 | 2026-07-15 |
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| Q2 2026 | DGCB DIMENSIONAL ETF TRUST | | GLOBAL CR ETF | 161,741 | 174,986 | +13,245 | $8,755,800 | $9,566,485 | +$810,685 | 2026-07-15 |
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| Q2 2026 | BIL SPDR SERIES TRUST | | ST STR BLO 1 ETF | 18,008 | 23,610 | +5,602 | $1,650,253 | $2,163,620 | +$513,367 | 2026-07-15 |
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| Q2 2026 | VEA VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 12,280 | 15,247 | +2,967 | $786,923 | $1,086,371 | +$299,448 | 2026-07-15 |
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| Q2 2026 | VXUS VANGUARD STAR FDS | | VG TL INTL STK F | 5,329 | 7,750 | +2,421 | $410,919 | $662,548 | +$251,629 | 2026-07-15 |
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| Q2 2026 | VTI VANGUARD INDEX FDS | | TOTAL STK MKT | 1,402 | 1,864 | +462 | $449,831 | $689,819 | +$239,988 | 2026-07-15 |
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| Q2 2026 | DFGR DIMENSIONAL ETF TRUST | | GLOBAL REAL EST | 55,725 | 59,364 | +3,639 | $1,481,171 | $1,719,775 | +$238,604 | 2026-07-15 |
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| Q2 2026 | DFCF DIMENSIONAL ETF TRUST | | CORE FIXE IN ETF | 52,443 | 58,013 | +5,570 | $2,213,938 | $2,448,729 | +$234,791 | 2026-07-15 |
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| Q2 2026 | DFGX DIMENSIONAL ETF TRUST | | INTL COR FIX ETF | 42,131 | 45,373 | +3,242 | $2,209,792 | $2,431,757 | +$221,965 | 2026-07-15 |
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| Q2 2026 | VO VANGUARD INDEX FDS | | MID CAP ETF | 2,747 | 10,988 | +8,241 | $788,883 | $885,303 | +$96,420 | 2026-07-15 |
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| Q2 2026 | VBR VANGUARD INDEX FDS | | SM CP VAL ETF | 1,535 | 1,727 | +192 | $333,479 | $419,644 | +$86,165 | 2026-07-15 |
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| Q2 2026 | IEMG ISHARES INC | | CORE MSCI EMKT | 5,510 | 5,627 | +117 | $384,323 | $466,141 | +$81,818 | 2026-07-15 |
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| Q2 2026 | VOE VANGUARD INDEX FDS | | MCAP VL IDXVIP | 1,678 | 1,931 | +253 | $309,222 | $381,566 | +$72,344 | 2026-07-15 |
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| Q2 2026 | DFSI DIMENSIONAL ETF TRUST | | INTERNATIONAL | 9,129 | 9,208 | +79 | $387,070 | $415,281 | +$28,211 | 2026-07-15 |
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| Q1 2026 | DFAC DIMENSIONAL ETF TRUST | | US COR EQU 2 ETF | 698,559 | 758,225 | +59,666 | $27,655,960 | $29,464,636 | +$1,808,676 | 2026-07-15 |
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| Q1 2026 | DFGP DIMENSIONAL ETF TRUST | | GLOB CO PLUS ETF | 267,957 | 283,042 | +15,085 | $14,488,435 | $15,281,438 | +$793,003 | 2026-07-15 |
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| Q1 2026 | DFIC DIMENSIONAL ETF TRUST | | INTL CORE EQUITY | 238,290 | 251,960 | +13,670 | $8,211,473 | $8,952,146 | +$740,673 | 2026-07-15 |
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| Q1 2026 | DGCB DIMENSIONAL ETF TRUST | | GLOBAL CR ETF | 151,387 | 161,741 | +10,354 | $8,210,883 | $8,755,800 | +$544,917 | 2026-07-15 |
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| Q1 2026 | DFEM DIMENSIONAL ETF TRUST | | EMERGING MKTS CO | 111,214 | 119,938 | +8,724 | $3,678,966 | $4,143,866 | +$464,900 | 2026-07-15 |
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| Q1 2026 | DFNM DIMENSIONAL ETF TRUST | | NATL MUN BD ETF | 159,378 | 168,024 | +8,646 | $7,677,238 | $8,053,390 | +$376,152 | 2026-07-15 |
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| Q1 2026 | DFGX DIMENSIONAL ETF TRUST | | INTL COR FIX ETF | 39,696 | 42,131 | +2,435 | $2,089,399 | $2,209,792 | +$120,393 | 2026-07-15 |
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| Q1 2026 | DFCF DIMENSIONAL ETF TRUST | | CORE FIXE IN ETF | 49,400 | 52,443 | +3,043 | $2,102,184 | $2,213,938 | +$111,754 | 2026-07-15 |
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| Q1 2026 | DFGR DIMENSIONAL ETF TRUST | | GLOBAL REAL EST | 52,272 | 55,725 | +3,453 | $1,381,026 | $1,481,171 | +$100,145 | 2026-07-15 |
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| Q1 2026 | DCOR DIMENSIONAL ETF TRUST | | US COR EQU 1 ETF | 41,254 | 42,992 | +1,738 | $3,037,532 | $3,098,863 | +$61,331 | 2026-07-15 |
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| Q1 2026 | DFSD DIMENSIONAL ETF TRUST | | SHOR DUR FIX ETF | 92,724 | 93,819 | +1,095 | $4,446,116 | $4,492,054 | +$45,938 | 2026-07-15 |
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| Q4 2025 | DFAC DIMENSIONAL ETF TRUST | | US COR EQU 2 ETF | 666,431 | 698,559 | +32,128 | $25,704,241 | $27,655,960 | +$1,951,719 | 2026-07-15 |
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| Q4 2025 | DFGP DIMENSIONAL ETF TRUST | | GLOB CO PLUS ETF | 245,823 | 267,957 | +22,134 | $13,660,384 | $14,488,435 | +$828,051 | 2026-07-15 |
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| Q4 2025 | DFIC DIMENSIONAL ETF TRUST | | INTL CORE EQUITY | 226,112 | 238,290 | +12,178 | $7,414,225 | $8,211,473 | +$797,248 | 2026-07-15 |
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| Q4 2025 | DGCB DIMENSIONAL ETF TRUST | | GLOBAL CR ETF | 137,682 | 151,387 | +13,705 | $7,634,467 | $8,210,883 | +$576,416 | 2026-07-15 |
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| Q4 2025 | DCOR DIMENSIONAL ETF TRUST | | US COR EQU 1 ETF | 35,942 | 41,254 | +5,312 | $2,585,667 | $3,037,532 | +$451,865 | 2026-07-15 |
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| Q4 2025 | DFEM DIMENSIONAL ETF TRUST | | EMERGING MKTS CO | 103,269 | 111,214 | +7,945 | $3,311,827 | $3,678,966 | +$367,139 | 2026-07-15 |
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| Q4 2025 | DUSB DIMENSIONAL ETF TRUST | | ULTR FIX INC ETF | 38,111 | 42,563 | +4,452 | $1,935,277 | $2,155,816 | +$220,539 | 2026-07-15 |
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| Q4 2025 | DFNM DIMENSIONAL ETF TRUST | | NATL MUN BD ETF | 155,550 | 159,378 | +3,828 | $7,463,289 | $7,677,238 | +$213,949 | 2026-07-15 |
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| Q4 2025 | DFSD DIMENSIONAL ETF TRUST | | SHOR DUR FIX ETF | 87,848 | 92,724 | +4,876 | $4,233,395 | $4,446,116 | +$212,721 | 2026-07-15 |
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| Q4 2025 | DFSV DIMENSIONAL ETF TRUST | | US SMALL CAP ETF | 102,727 | 103,988 | +1,261 | $3,270,818 | $3,455,008 | +$184,190 | 2026-07-15 |
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| Q4 2025 | BIL SPDR SERIES TRUST | | ST STR BLO 1 ETF | 18,308 | 19,830 | +1,522 | $1,679,759 | $1,812,065 | +$132,306 | 2026-07-15 |
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| Q4 2025 | DFCF DIMENSIONAL ETF TRUST | | CORE FIXE IN ETF | 46,559 | 49,400 | +2,841 | $1,990,863 | $2,102,184 | +$111,321 | 2026-07-15 |
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| Q4 2025 | DFGX DIMENSIONAL ETF TRUST | | INTL COR FIX ETF | 36,791 | 39,696 | +2,905 | $1,985,242 | $2,089,399 | +$104,157 | 2026-07-15 |
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| Q4 2025 | DFGR DIMENSIONAL ETF TRUST | | GLOBAL REAL EST | 48,518 | 52,272 | +3,754 | $1,325,027 | $1,381,026 | +$55,999 | 2026-07-15 |
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| Q3 2025 | DFAC DIMENSIONAL ETF TRUST | | US COR EQU 2 ETF | 641,214 | 666,431 | +25,217 | $22,981,107 | $25,704,241 | +$2,723,134 | 2026-07-15 |
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| Q3 2025 | DFSD DIMENSIONAL ETF TRUST | | SHOR DUR FIX ETF | 66,031 | 87,848 | +21,817 | $3,170,148 | $4,233,395 | +$1,063,247 | 2026-07-15 |
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| Q3 2025 | DFGP DIMENSIONAL ETF TRUST | | GLOB CO PLUS ETF | 231,191 | 245,823 | +14,632 | $12,597,598 | $13,660,384 | +$1,062,786 | 2026-07-15 |
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| Q3 2025 | DGCB DIMENSIONAL ETF TRUST | | GLOBAL CR ETF | 124,879 | 137,682 | +12,803 | $6,772,188 | $7,634,467 | +$862,279 | 2026-07-15 |
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| Q3 2025 | DFIC DIMENSIONAL ETF TRUST | | INTL CORE EQUITY | 213,766 | 226,112 | +12,346 | $6,645,993 | $7,414,225 | +$768,232 | 2026-07-15 |
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| Q3 2025 | DFCF DIMENSIONAL ETF TRUST | | CORE FIXE IN ETF | 29,378 | 46,559 | +17,181 | $1,241,514 | $1,990,863 | +$749,349 | 2026-07-15 |
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| Q3 2025 | DFGX DIMENSIONAL ETF TRUST | | INTL COR FIX ETF | 23,269 | 36,791 | +13,522 | $1,241,634 | $1,985,242 | +$743,608 | 2026-07-15 |
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| Q3 2025 | DCOR DIMENSIONAL ETF TRUST | | US COR EQU 1 ETF | 30,177 | 35,942 | +5,765 | $2,017,332 | $2,585,667 | +$568,335 | 2026-07-15 |
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| Q3 2025 | DFEM DIMENSIONAL ETF TRUST | | EMERGING MKTS CO | 96,794 | 103,269 | +6,475 | $2,872,853 | $3,311,827 | +$438,974 | 2026-07-15 |
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| Q3 2025 | DFNM DIMENSIONAL ETF TRUST | | NATL MUN BD ETF | 152,235 | 155,550 | +3,315 | $7,220,506 | $7,463,289 | +$242,783 | 2026-07-15 |
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| Q3 2025 | DUSB DIMENSIONAL ETF TRUST | | ULTR FIX INC ETF | 33,516 | 38,111 | +4,595 | $1,700,937 | $1,935,277 | +$234,340 | 2026-07-15 |
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| Q3 2025 | BIL SPDR SERIES TRUST | | ST STR BLO 1 ETF | 16,837 | 18,308 | +1,471 | $1,544,458 | $1,679,759 | +$135,301 | 2026-07-15 |
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| Q3 2025 | DFGR DIMENSIONAL ETF TRUST | | GLOBAL REAL EST | 44,653 | 48,518 | +3,865 | $1,198,040 | $1,325,027 | +$126,987 | 2026-07-15 |
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| Q3 2025 | VTI VANGUARD INDEX FDS | | TOTAL STK MKT | 2,412 | 2,452 | +40 | $733,079 | $804,730 | +$71,651 | 2026-07-15 |
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| Q3 2025 | VEA VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 12,023 | 12,280 | +257 | $685,431 | $735,836 | +$50,405 | 2026-07-15 |
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