Outbound Financial Inc’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.05M	Buy	87,098 +4	+0%	+$189	2.57%	8
2026 Q2	$4.16M	Sell	87,094 -6,725	-7%	-$322K	2.69%	8
2026 Q1	$4.49M	Buy	93,819 +1,095	+1%	+$52.7K	3.37%	7
2025 Q4	$4.45M	Buy	92,724 +4,876	+6%	+$235K	3.46%	7
2025 Q3	$4.23M	Buy	87,848 +21,817	+33%	+$1.05M	3.45%	7
2025 Q2	$3.17M	Buy	+66,031	New	+$3.14M	2.9%	9

Other funds holding DFSD

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

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

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

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

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

Woodward Financial Advisors Chapel Hill, North Carolina $254M AUM 11.87% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return

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

Outbound Financial Inc increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 0% in Q3 2026, buying an estimated $189 and bringing the position to 87,098 shares worth $4.05M. The position accounts for 2.57% of the portfolio, ranked #8.

Outbound Financial Inc first reported a position in DFSD in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.49M in Q1 2026. 132 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Outbound Financial Inc held 87,098 shares of Dimensional Short-Duration Fixed Income ETF worth $4.05M as of Q3 2026.
Outbound Financial Inc bought 4 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $189.
Dimensional Short-Duration Fixed Income ETF made up 2.57% of Outbound Financial Inc's portfolio in Q3 2026, its #8 holding.
Outbound Financial Inc first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2025 and has held it in 6 quarters since.
Outbound Financial Inc's Dimensional Short-Duration Fixed Income ETF position peaked at $4.49M in Q1 2026.
132 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

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