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☆Outbound Financial Inc

CIK 2144328 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.605
AUM ($M)
154
Positions
45
Turnover
0.05
Top-10 wt
71%
Herfindahl
0.091
History (qtrs)
5
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 46 positions · portfolio value $154M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆DFAC funds › DIMENSIONAL ETF TRUST ADD — 23.6% +1.5% 36.5 822,037 +63,812 4 —
☆DFGP funds › DIMENSIONAL ETF TRUST ADD — 10.9% -0.6% 16.8 307,636 +24,594 4 —
☆AVUS funds › AMERICAN CENTY ETF TR TRIM — 7.3% -0.1% 11.2 87,592 -304 4 —
☆DGCB funds › DIMENSIONAL ETF TRUST ADD — 6.2% -0.4% 9.6 174,986 +13,245 4 —
☆DFIC funds › DIMENSIONAL ETF TRUST TRIM — 6.1% -0.7% 9.3 250,903 -1,057 4 —
☆DFNM funds › DIMENSIONAL ETF TRUST ADD — 5.9% -0.1% 9.1 188,504 +20,480 4 —
☆DFEM funds › DIMENSIONAL ETF TRUST TRIM — 3.1% +0.0% 4.9 119,407 -531 4 —
☆DFSD funds › DIMENSIONAL ETF TRUST TRIM — 2.7% -0.7% 4.2 87,094 -6,725 4 —
☆DUSB funds › DIMENSIONAL ETF TRUST ADD — 2.5% +1.0% 3.8 75,678 +36,181 4 —
☆AVDE funds › AMERICAN CENTY ETF TR TRIM — 2.5% -0.3% 3.8 42,694 -94 4 —
☆DFSV funds › DIMENSIONAL ETF TRUST TRIM — 2.2% -0.3% 3.4 88,741 -8,451 4 —
☆CUSIP:25434V625 funds › DIMENSIONAL ETF TRUST TRIM — 2.2% -0.1% 3.4 41,871 -1,121 4 —
☆DUHP funds › DIMENSIONAL ETF TRUST TRIM — 2.1% -0.1% 3.2 77,529 -3,722 4 —
☆DFAX funds › DIMENSIONAL ETF TRUST ADD — 1.6% +1.3% 2.5 67,602 +53,967 2 —
☆DFCF funds › DIMENSIONAL ETF TRUST ADD — 1.6% -0.1% 2.4 58,013 +5,570 4 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC HOLD — 1.6% -0.7% 2.4 20,920 +0 4 —
☆DFGX funds › DIMENSIONAL ETF TRUST ADD — 1.6% -0.1% 2.4 45,373 +3,242 4 —
☆AVEM funds › AMERICAN CENTY ETF TR TRIM — 1.5% +0.0% 2.3 24,187 -67 4 —
☆BIL funds › SPDR SERIES TRUST ADD — 1.4% +0.2% 2.2 23,610 +5,602 4 —
☆TSLA funds › TESLA INC HOLD — 1.3% -0.0% 2.0 4,690 +0 4 —
☆IVV funds › ISHARES TR TRIM — 1.2% -0.0% 1.9 2,502 -56 4 —
☆DFGR funds › DIMENSIONAL ETF TRUST ADD — 1.1% +0.0% 1.7 59,364 +3,639 4 —
☆DFSU funds › DIMENSIONAL ETF TRUST TRIM — 0.8% -0.0% 1.3 26,821 -379 4 —
☆VB funds › VANGUARD INDEX FDS HOLD — 0.8% -0.0% 1.2 3,869 +0 4 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 0.7% +0.1% 1.1 15,247 +2,967 4 —
☆VTV funds › VANGUARD INDEX FDS TRIM — 0.6% -0.0% 1.0 4,381 -4 4 —
☆DISV funds › DIMENSIONAL ETF TRUST TRIM — 0.6% -0.1% 0.9 22,950 -1,343 4 —
☆DIHP funds › DIMENSIONAL ETF TRUST TRIM — 0.6% -0.1% 0.9 26,007 -1,059 4 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.6% -0.0% 0.9 10,988 +8,241 4 —
☆VCRM funds › VANGUARD MUN BD FDS HOLD — 0.5% -0.1% 0.8 10,513 +0 2 —
☆VTI funds › VANGUARD INDEX FDS ADD — 0.4% +0.1% 0.7 1,864 +462 4 —
☆VXUS funds › VANGUARD STAR FDS ADD — 0.4% +0.1% 0.7 7,750 +2,421 2 —
☆GOOG funds › ALPHABET INC HOLD — 0.4% +0.0% 0.6 1,820 +0 4 —
☆DEHP funds › DIMENSIONAL ETF TRUST TRIM — 0.4% -0.0% 0.6 14,816 -1,461 4 —
☆DFEV funds › DIMENSIONAL ETF TRUST NEW — 0.4% +0.4% 0.6 14,090 +14,090 1 —
☆VOO funds › VANGUARD INDEX FDS HOLD — 0.4% -0.0% 0.6 802 +0 4 —
☆NVDA funds › NVIDIA CORPORATION HOLD — 0.3% -0.0% 0.5 2,480 +0 4 —
☆IEMG funds › ISHARES INC ADD — 0.3% +0.0% 0.5 5,627 +117 4 —
☆BILS funds › SPDR SERIES TRUST TRIM — 0.3% -0.1% 0.5 4,623 -851 4 —
☆VBR funds › VANGUARD INDEX FDS ADD — 0.3% +0.0% 0.4 1,727 +192 4 —
☆DFSI funds › DIMENSIONAL ETF TRUST ADD — 0.3% -0.0% 0.4 9,208 +79 4 —
☆VOE funds › VANGUARD INDEX FDS ADD — 0.2% +0.0% 0.4 1,931 +253 4 —
☆VYMI funds › VANGUARD WHITEHALL FDS HOLD — 0.2% -0.0% 0.3 3,480 +0 4 —
☆VBIL funds › VANGUARD INSTL INDEX FD NEW — 0.2% +0.2% 0.3 4,038 +4,038 1 —
☆SCHX funds › SCHWAB STRATEGIC TR NEW — 0.2% +0.2% 0.3 8,941 +8,941 1 —
☆DFIV funds › DIMENSIONAL ETF TRUST EXIT — 0.0% -0.4% 0.0 0 -15,438 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 154 45 0.05 71% 0.091 0.604 — in
2026Q1 133 43 0.03 72% 0.087 0.645 — in
2025Q4 128 40 0.02 71% 0.085 0.599 — in
2025Q3 123 41 0.03 70% 0.082 0.579 — entered
2025Q2 109 42 0.00 71% 0.083 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status