Outbound Financial Inc’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Outbound Financial Inc’s Portfolio DFSD Stock Details DFSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.16M	Sell	87,094 -6,725	-7%	-$322K	2.69%	8
2026 Q1	$4.49M	Buy	93,819 +1,095	+1%	+$52.7K	3.37%	7
2025 Q4	$4.45M	Buy	92,724 +4,876	+6%	+$235K	3.46%	7
2025 Q3	$4.23M	Buy	87,848 +21,817	+33%	+$1.05M	3.45%	7
2025 Q2	$3.17M	Buy	+66,031	New	+$3.14M	2.9%	9

Other funds holding DFSD

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return