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Outbound Financial Inc

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13F filer, CIK 2144328, BOULDER, CO

Outbound Financial Inc reported $133,387,719 across 43 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-07-15. Its ten largest share positions make up 71.96% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-26-000537

Period
2026-03-31
Reported value
$133M
Holdings
43
Top 10 weight
71.96%
New
3
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFACadded+59,666$2.32M
DFGPadded+15,085$814K
VCRMnew+10,513$790K
DGCBadded+10,354$561K
DFICadded+13,670$486K

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
DFSVreduced-6,796-$240K
BILreduced-1,822-$167K
DUHPreduced-4,470-$164K
DUSBreduced-3,066-$155K
DISVreduced-2,614-$103K

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, Q1 2026

Share positions as resolved from 13F-HR 0001754960-26-000537, largest first. % of portfolio is the value over $133,387,719, 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 641,214 shares; 2025Q3: 666,431 shares; 2025Q4: 698,559 shares; 2026Q1: 758,225 shares 758,225$29.5M22.09%+59,666Timeline
DFGPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 231,191 shares; 2025Q3: 245,823 shares; 2025Q4: 267,957 shares; 2026Q1: 283,042 shares 283,042$15.3M11.46%+15,085Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 88,794 shares; 2025Q3: 88,458 shares; 2025Q4: 88,040 shares; 2026Q1: 87,896 shares 87,896$9.77M7.33%-144Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 213,766 shares; 2025Q3: 226,112 shares; 2025Q4: 238,290 shares; 2026Q1: 251,960 shares 251,960$8.95M6.71%+13,670Timeline
DGCBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 124,879 shares; 2025Q3: 137,682 shares; 2025Q4: 151,387 shares; 2026Q1: 161,741 shares 161,741$8.76M6.56%+10,354Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 152,235 shares; 2025Q3: 155,550 shares; 2025Q4: 159,378 shares; 2026Q1: 168,024 shares 168,024$8.05M6.04%+8,646Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 66,031 shares; 2025Q3: 87,848 shares; 2025Q4: 92,724 shares; 2026Q1: 93,819 shares 93,819$4.49M3.37%+1,095Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 96,794 shares; 2025Q3: 103,269 shares; 2025Q4: 111,214 shares; 2026Q1: 119,938 shares 119,938$4.14M3.11%+8,724Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 44,040 shares; 2025Q3: 43,685 shares; 2025Q4: 43,116 shares; 2026Q1: 42,788 shares 42,788$3.63M2.72%-328Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 103,863 shares; 2025Q3: 102,727 shares; 2025Q4: 103,988 shares; 2026Q1: 97,192 shares 97,192$3.44M2.58%-6,796Timeline
DCORDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 30,177 shares; 2025Q3: 35,942 shares; 2025Q4: 41,254 shares; 2026Q1: 42,992 shares 42,992$3.1M2.32%+1,738Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 20,920 shares; 2025Q3: 20,920 shares; 2025Q4: 20,920 shares; 2026Q1: 20,920 shares 20,920$3.06M2.29%0Timeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 89,513 shares; 2025Q3: 88,313 shares; 2025Q4: 85,721 shares; 2026Q1: 81,251 shares 81,251$2.99M2.24%-4,470Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 29,378 shares; 2025Q3: 46,559 shares; 2025Q4: 49,400 shares; 2026Q1: 52,443 shares 52,443$2.21M1.66%+3,043Timeline
DFGXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 23,269 shares; 2025Q3: 36,791 shares; 2025Q4: 39,696 shares; 2026Q1: 42,131 shares 42,131$2.21M1.66%+2,435Timeline
DUSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 33,516 shares; 2025Q3: 38,111 shares; 2025Q4: 42,563 shares; 2026Q1: 39,497 shares 39,497$2M1.5%-3,066Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 24,743 shares; 2025Q3: 24,624 shares; 2025Q4: 24,443 shares; 2026Q1: 24,254 shares 24,254$1.95M1.47%-189Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,690 shares; 2025Q3: 4,690 shares; 2025Q4: 4,690 shares; 2026Q1: 4,690 shares 4,690$1.74M1.31%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,575 shares; 2025Q3: 2,558 shares; 2025Q4: 2,558 shares; 2026Q1: 2,558 shares 2,558$1.67M1.25%0Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 16,837 shares; 2025Q3: 18,308 shares; 2025Q4: 19,830 shares; 2026Q1: 18,008 shares 18,008$1.65M1.24%-1,822Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 44,653 shares; 2025Q3: 48,518 shares; 2025Q4: 52,272 shares; 2026Q1: 55,725 shares 55,725$1.48M1.11%+3,453Timeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 28,155 shares; 2025Q3: 27,470 shares; 2025Q4: 27,410 shares; 2026Q1: 27,200 shares 27,200$1.12M0.84%-210Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,869 shares; 2025Q3: 3,869 shares; 2025Q4: 3,869 shares; 2026Q1: 3,869 shares 3,869$1.01M0.76%0Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 31,748 shares; 2025Q3: 31,306 shares; 2025Q4: 26,907 shares; 2026Q1: 24,293 shares 24,293$958K0.72%-2,614Timeline
DIHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 33,623 shares; 2025Q3: 33,402 shares; 2025Q4: 28,982 shares; 2026Q1: 27,066 shares 27,066$872K0.65%-1,916Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,385 shares; 2025Q3: 4,385 shares; 2025Q4: 4,385 shares; 2026Q1: 4,385 shares 4,385$860K0.64%0Timeline
VCRMVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,513 shares 10,513$790K0.59%newTimeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,747 shares; 2025Q3: 2,747 shares; 2025Q4: 2,747 shares; 2026Q1: 2,747 shares 2,747$789K0.59%0Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 12,023 shares; 2025Q3: 12,280 shares; 2025Q4: 12,280 shares; 2026Q1: 12,280 shares 12,280$787K0.59%0Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,252 shares; 2026Q1: 15,438 shares 15,438$552K0.41%-814Timeline
DEHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 19,794 shares; 2025Q3: 19,578 shares; 2025Q4: 17,285 shares; 2026Q1: 16,277 shares 16,277$550K0.41%-1,008Timeline
BILSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,714 shares; 2025Q3: 5,714 shares; 2025Q4: 5,714 shares; 2026Q1: 5,474 shares 5,474$544K0.41%-240Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,820 shares; 2025Q3: 1,820 shares; 2025Q4: 1,820 shares; 2026Q1: 1,820 shares 1,820$522K0.39%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,010 shares; 2025Q3: 975 shares; 2025Q4: 802 shares; 2026Q1: 802 shares 802$479K0.36%0Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,635 shares 13,635$463K0.35%newTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,412 shares; 2025Q3: 2,452 shares; 2025Q4: 1,402 shares; 2026Q1: 1,402 shares 1,402$450K0.34%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,030 shares; 2025Q3: 2,030 shares; 2025Q4: 2,480 shares; 2026Q1: 2,480 shares 2,480$433K0.32%0Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,329 shares 5,329$411K0.31%newTimeline
DFSIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 9,806 shares; 2025Q3: 9,646 shares; 2025Q4: 9,550 shares; 2026Q1: 9,129 shares 9,129$387K0.29%-421Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,592 shares; 2025Q3: 5,510 shares; 2025Q4: 5,510 shares; 2026Q1: 5,510 shares 5,510$384K0.29%0Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,535 shares; 2025Q3: 1,535 shares; 2025Q4: 1,535 shares; 2026Q1: 1,535 shares 1,535$333K0.25%0Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,480 shares; 2025Q3: 3,480 shares; 2025Q4: 3,480 shares; 2026Q1: 3,480 shares 3,480$328K0.25%0Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,678 shares; 2025Q3: 1,678 shares; 2025Q4: 1,678 shares; 2026Q1: 1,678 shares 1,678$309K0.23%0Timeline

How Q1 2026 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 0001754960-26-000537 base2026-07-15acceptance time not in the bulk data set