Outbound Financial Inc’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.35M	Buy	58,541 +528	+0.9%	+$21.9K	1.49%	17
2026 Q2	$2.45M	Buy	58,013 +5,570	+11%	+$235K	1.59%	15
2026 Q1	$2.21M	Buy	52,443 +3,043	+6%	+$130K	1.66%	14
2025 Q4	$2.1M	Buy	49,400 +2,841	+6%	+$122K	1.64%	16
2025 Q3	$1.99M	Buy	46,559 +17,181	+58%	+$729K	1.62%	15
2025 Q2	$1.24M	Buy	+29,378	New	+$1.23M	1.13%	20

Other funds holding DFCF

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Outbound Financial Inc's DFCF Position: Q3 2026 in Review

Outbound Financial Inc increased its Dimensional Core Fixed Income ETF (DFCF) stake by 0.91% in Q3 2026, buying an estimated $21.9K and bringing the position to 58,541 shares worth $2.35M. The position accounts for 1.49% of the portfolio, ranked #17.

Outbound Financial Inc first reported a position in DFCF in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.45M in Q2 2026. 168 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

Outbound Financial Inc held 58,541 shares of Dimensional Core Fixed Income ETF worth $2.35M as of Q3 2026.
Outbound Financial Inc bought 528 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $21.9K.
Dimensional Core Fixed Income ETF made up 1.49% of Outbound Financial Inc's portfolio in Q3 2026, its #17 holding.
Outbound Financial Inc first reported a position in Dimensional Core Fixed Income ETF in Q2 2025 and has held it in 6 quarters since.
Outbound Financial Inc's Dimensional Core Fixed Income ETF position peaked at $2.45M in Q2 2026.
168 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on Outbound Financial Inc's 13F filing for Q3 2026, filed 13 Oct 2026.