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Outbound Financial Inc

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13F filer, CIK 2144328, BOULDER, CO

Outbound Financial Inc reported $128,440,303 across 40 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-07-15. Its ten largest share positions make up 71.22% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-26-000536

Period
2025-12-31
Reported value
$128M
Holdings
40
Top 10 weight
71.22%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFACadded+32,128$1.27M
DFGPadded+22,134$1.2M
DGCBadded+13,705$743K
DFIVnew+16,252$548K
DFICadded+12,178$420K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
DFEVexited-18,397-$587K
VTIreduced-1,050-$352K
SCHXexited-11,664-$307K
DISVreduced-4,399-$167K
DIHPreduced-4,420-$140K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001754960-26-000536, largest first. % of portfolio is the value over $128,440,303, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 641,214 shares; 2025Q3: 666,431 shares; 2025Q4: 698,559 shares 698,559$27.7M21.53%+32,128Timeline
DFGPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 231,191 shares; 2025Q3: 245,823 shares; 2025Q4: 267,957 shares 267,957$14.5M11.28%+22,134Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 88,794 shares; 2025Q3: 88,458 shares; 2025Q4: 88,040 shares 88,040$9.84M7.66%-418Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 213,766 shares; 2025Q3: 226,112 shares; 2025Q4: 238,290 shares 238,290$8.21M6.39%+12,178Timeline
DGCBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 124,879 shares; 2025Q3: 137,682 shares; 2025Q4: 151,387 shares 151,387$8.21M6.39%+13,705Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 152,235 shares; 2025Q3: 155,550 shares; 2025Q4: 159,378 shares 159,378$7.68M5.98%+3,828Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 66,031 shares; 2025Q3: 87,848 shares; 2025Q4: 92,724 shares 92,724$4.45M3.46%+4,876Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 20,920 shares; 2025Q3: 20,920 shares; 2025Q4: 20,920 shares 20,920$3.72M2.9%0Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 96,794 shares; 2025Q3: 103,269 shares; 2025Q4: 111,214 shares 111,214$3.68M2.86%+7,945Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 44,040 shares; 2025Q3: 43,685 shares; 2025Q4: 43,116 shares 43,116$3.55M2.76%-569Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 103,863 shares; 2025Q3: 102,727 shares; 2025Q4: 103,988 shares 103,988$3.46M2.69%+1,261Timeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 89,513 shares; 2025Q3: 88,313 shares; 2025Q4: 85,721 shares 85,721$3.26M2.54%-2,592Timeline
DCORDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 30,177 shares; 2025Q3: 35,942 shares; 2025Q4: 41,254 shares 41,254$3.04M2.36%+5,312Timeline
DUSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 33,516 shares; 2025Q3: 38,111 shares; 2025Q4: 42,563 shares 42,563$2.16M1.68%+4,452Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,690 shares; 2025Q3: 4,690 shares; 2025Q4: 4,690 shares 4,690$2.11M1.64%0Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 29,378 shares; 2025Q3: 46,559 shares; 2025Q4: 49,400 shares 49,400$2.1M1.64%+2,841Timeline
DFGXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 23,269 shares; 2025Q3: 36,791 shares; 2025Q4: 39,696 shares 39,696$2.09M1.63%+2,905Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 24,743 shares; 2025Q3: 24,624 shares; 2025Q4: 24,443 shares 24,443$1.88M1.47%-181Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 16,837 shares; 2025Q3: 18,308 shares; 2025Q4: 19,830 shares 19,830$1.81M1.41%+1,522Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,575 shares; 2025Q3: 2,558 shares; 2025Q4: 2,558 shares 2,558$1.75M1.36%0Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 44,653 shares; 2025Q3: 48,518 shares; 2025Q4: 52,272 shares 52,272$1.38M1.08%+3,754Timeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 28,155 shares; 2025Q3: 27,470 shares; 2025Q4: 27,410 shares 27,410$1.19M0.93%-60Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 31,748 shares; 2025Q3: 31,306 shares; 2025Q4: 26,907 shares 26,907$1.02M0.8%-4,399Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,869 shares; 2025Q3: 3,869 shares; 2025Q4: 3,869 shares 3,869$998K0.78%0Timeline
DIHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 33,623 shares; 2025Q3: 33,402 shares; 2025Q4: 28,982 shares 28,982$918K0.71%-4,420Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,385 shares; 2025Q3: 4,385 shares; 2025Q4: 4,385 shares 4,385$837K0.65%0Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,747 shares; 2025Q3: 2,747 shares; 2025Q4: 2,747 shares 2,747$797K0.62%0Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 12,023 shares; 2025Q3: 12,280 shares; 2025Q4: 12,280 shares 12,280$767K0.6%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,820 shares; 2025Q3: 1,820 shares; 2025Q4: 1,820 shares 1,820$571K0.44%0Timeline
BILSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,714 shares; 2025Q3: 5,714 shares; 2025Q4: 5,714 shares 5,714$567K0.44%0Timeline
DEHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 19,794 shares; 2025Q3: 19,578 shares; 2025Q4: 17,285 shares 17,285$557K0.43%-2,293Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,252 shares 16,252$548K0.43%newTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,010 shares; 2025Q3: 975 shares; 2025Q4: 802 shares 802$503K0.39%-173Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,412 shares; 2025Q3: 2,452 shares; 2025Q4: 1,402 shares 1,402$470K0.37%-1,050Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,030 shares; 2025Q3: 2,030 shares; 2025Q4: 2,480 shares 2,480$463K0.36%+450Timeline
DFSIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 9,806 shares; 2025Q3: 9,646 shares; 2025Q4: 9,550 shares 9,550$409K0.32%-96Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,592 shares; 2025Q3: 5,510 shares; 2025Q4: 5,510 shares 5,510$370K0.29%0Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,535 shares; 2025Q3: 1,535 shares; 2025Q4: 1,535 shares 1,535$325K0.25%0Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,480 shares; 2025Q3: 3,480 shares; 2025Q4: 3,480 shares 3,480$313K0.24%0Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,678 shares; 2025Q3: 1,678 shares; 2025Q4: 1,678 shares 1,678$298K0.23%0Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
DFEVDIMENSIONAL ETF TRUST18,397$587Kshares
SCHXSCHWAB STRATEGIC TR11,664$307Kshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001754960-26-000536 base2026-07-15acceptance time not in the bulk data set