Outbound Financial Inc
DFEV icon

Outbound Financial Inc’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Outbound Financial Inc’s Portfolio DFEV Stock Details DFEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$540K Sell
12,730
-1,360
-10% -$56.7K 0.34% 39
2026
Q2 		$601K Buy
+14,090
New +$576K 0.39% 35
2025
Q4 		– Sell
-18,397
Closed -$587K – 41
2025
Q3 		$587K Sell
18,397
-221
-1% -$6.85K 0.48% 32
2025
Q2 		$558K Buy
+18,618
New +$517K 0.51% 32

Other funds holding DFEV

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Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Sensible Money
Sensible Money Scottsdale, Arizona $389M AUM 18.91% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
Cambridge Financial Group (Arizona)
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
Strata Wealth Advisors
Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return
Eagle Wealth Strategies
Eagle Wealth Strategies West Deptford, New Jersey $263M AUM 24.54% 1-Year Est. Return
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $353M AUM 11.9% 1-Year Est. Return

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

Outbound Financial Inc reduced its Dimensional Emerging Markets Value ETF (DFEV) stake by 9.7% in Q3 2026, selling an estimated $56.7K and leaving 12,730 shares worth $540K. The position accounts for 0.34% of the portfolio, ranked #39.

Outbound Financial Inc first reported a position in DFEV in Q2 2025 and has held it in 4 quarters since. The position peaked at $601K in Q2 2026. 87 funds tracked by Wall St. Rank hold DFEV as of Q3 2026.

  • Outbound Financial Inc held 12,730 shares of Dimensional Emerging Markets Value ETF worth $540K as of Q3 2026.
  • Outbound Financial Inc sold 1,360 Dimensional Emerging Markets Value ETF shares in Q3 2026, an estimated $56.7K.
  • Dimensional Emerging Markets Value ETF made up 0.34% of Outbound Financial Inc's portfolio in Q3 2026, its #39 holding.
  • Outbound Financial Inc first reported a position in Dimensional Emerging Markets Value ETF in Q2 2025 and has held it in 4 quarters since.
  • Outbound Financial Inc's Dimensional Emerging Markets Value ETF position peaked at $601K in Q2 2026.
  • 87 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q3 2026.

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