Outbound Financial Inc
DFGP icon

Outbound Financial Inc’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Outbound Financial Inc’s Portfolio DFGP Stock Details DFGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$16.7M Buy
322,297
+14,661
+5% +$782K 10.64% 2
2026
Q2 		$16.8M Buy
307,636
+24,594
+9% +$1.34M 10.85% 2
2026
Q1 		$15.3M Buy
283,042
+15,085
+6% +$821K 11.46% 2
2025
Q4 		$14.5M Buy
267,957
+22,134
+9% +$1.22M 11.28% 2
2025
Q3 		$13.7M Buy
245,823
+14,632
+6% +$803K 11.14% 2
2025
Q2 		$12.6M Buy
+231,191
New +$12.4M 11.51% 2

Other funds holding DFGP

Forum Financial Management
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Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
Penobscot Wealth Management
Penobscot Wealth Management Portland, Maine $388M AUM 10.93% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Meredith Wealth Planning
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Gradient Capital Advisors
Gradient Capital Advisors San Diego, California $433M AUM 18.32% 1-Year Est. Return
Vestia Personal Wealth Advisors
Vestia Personal Wealth Advisors Fort Wayne, Indiana $264M AUM 16.33% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

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

Outbound Financial Inc increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 4.8% in Q3 2026, buying an estimated $782K and bringing the position to 322,297 shares worth $16.7M. The position accounts for 10.64% of the portfolio, ranked #2.

Outbound Financial Inc first reported a position in DFGP in Q2 2025 and has held it in 6 quarters since. The position peaked at $16.8M in Q2 2026. 47 funds tracked by Wall St. Rank hold DFGP as of Q3 2026.

  • Outbound Financial Inc held 322,297 shares of Dimensional Global Core Plus Fixed Income ETF worth $16.7M as of Q3 2026.
  • Outbound Financial Inc bought 14,661 Dimensional Global Core Plus Fixed Income ETF shares in Q3 2026, an estimated $782K.
  • Dimensional Global Core Plus Fixed Income ETF made up 10.64% of Outbound Financial Inc's portfolio in Q3 2026, its #2 holding.
  • Outbound Financial Inc first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q2 2025 and has held it in 6 quarters since.
  • Outbound Financial Inc's Dimensional Global Core Plus Fixed Income ETF position peaked at $16.8M in Q2 2026.
  • 47 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q3 2026.

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