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 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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

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

EFP

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

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

GWWM

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

BHWM

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

DPW

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

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Outbound Financial Inc's DFCF Position: Q2 2026 in Review

Outbound Financial Inc increased its Dimensional Core Fixed Income ETF (DFCF) stake by 11% in Q2 2026, buying an estimated $235K and bringing the position to 58,013 shares worth $2.45M. The position accounts for 1.59% of the portfolio, ranked #15.

Outbound Financial Inc first reported a position in DFCF in Q2 2025 and has held it in 5 quarters since. 155 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Outbound Financial Inc held 58,013 shares of Dimensional Core Fixed Income ETF worth $2.45M as of Q2 2026.
Outbound Financial Inc bought 5,570 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $235K.
Dimensional Core Fixed Income ETF made up 1.59% of Outbound Financial Inc's portfolio in Q2 2026, its #15 holding.
Outbound Financial Inc first reported a position in Dimensional Core Fixed Income ETF in Q2 2025 and has held it in 5 quarters since.
155 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Outbound Financial Inc's 13F filing for Q2 2026, filed 15 Jul 2026.