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Outbound Financial Inc’s Dimensional International Value ETF DFIV Stock Holding History

Outbound Financial Inc’s Portfolio DFIV Stock Details DFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-15,438
Closed -$552K – 46
2026
Q1 		$552K Sell
15,438
-814
-5% -$43.1K 0.41% 30
2025
Q4 		$548K Buy
+16,252
New +$772K 0.43% 32

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FG
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CWS
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AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EWM
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Wealth Enhancement Advisory Services
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EF
Evanson Financial Mclean, Virginia $2.04B AUM
FWP
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DFS
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Outbound Financial Inc's DFIV Position: Q2 2026 in Review

Outbound Financial Inc sold out of Dimensional International Value ETF (DFIV) in Q2 2026, closing a stake of 15,438 shares — an estimated $552K sold.

Outbound Financial Inc first reported a position in DFIV in Q4 2025 and held it in 2 quarters. The position peaked at $552K in Q1 2026. 249 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Outbound Financial Inc reported no remaining Dimensional International Value ETF position as of Q2 2026 after selling out during the quarter.
  • Outbound Financial Inc sold 15,438 Dimensional International Value ETF shares in Q2 2026, an estimated $552K.
  • Outbound Financial Inc first reported a position in Dimensional International Value ETF in Q4 2025 and held it in 2 quarters.
  • Outbound Financial Inc's Dimensional International Value ETF position peaked at $552K in Q1 2026.
  • 249 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

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