OFI
DFSD

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
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

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
RIAS
Rachor Investment Advisory Services Linden, Michigan $203M AUM
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

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

Outbound Financial Inc reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 7.2% in Q2 2026, selling an estimated $322K and leaving 87,094 shares worth $4.16M. The position accounts for 2.69% of the portfolio, ranked #8.

Outbound Financial Inc first reported a position in DFSD in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.49M in Q1 2026. 143 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Outbound Financial Inc held 87,094 shares of Dimensional Short-Duration Fixed Income ETF worth $4.16M as of Q2 2026.
  • Outbound Financial Inc sold 6,725 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $322K.
  • Dimensional Short-Duration Fixed Income ETF made up 2.69% of Outbound Financial Inc's portfolio in Q2 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 5 quarters since.
  • Outbound Financial Inc's Dimensional Short-Duration Fixed Income ETF position peaked at $4.49M in Q1 2026.
  • 143 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

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