Triune Financial Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Triune Financial Partners, LLC reported 49 stock positions worth $478.9 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 35.0% of the portfolio, followed by Dimensional World Ex US Core (DFAX, 28.4%) and Dimensional US Marketwide Va (DFUV, 11.3%). Compared with Q1 2026, it opened 4 new positions, sold out of 2, added to 34 and reduced 8. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +2%) and the biggest sale an exit from Oneok (OKE).
- Most Recent 13F
- Q2 2026
- Location
- OVERLAND PARK, KS
- CIK
- 0002040393
- Portfolio Value
- $478.9M (Q2 2026)
- SEC Filing
- 0002040393-26-000003 ↗ filed Aug 7, 2026
Holdings Value
Holdings 49 stocks · $478.9M
| DFAC Dimensional US Core Equity 2 | 34.97% | 3,775,213 | $167.5M | Add +2.5% |
| DFAX Dimensional World Ex US Core | 28.41% | 3,692,741 | $136.0M | Add +1.7% |
| DFUV Dimensional US Marketwide Va | 11.28% | 981,939 | $54.0M | Add +2.7% |
| DFAT Dimensional US Target Value | 5.35% | 366,685 | $25.6M | Add +3.1% |
| VEU Vanguard Ftse All-World Ex-U | 3.38% | 193,062 | $16.2M | Reduce -0.8% |
| DFSU Dimensional US Sus CORE1 ETF | 2.74% | 281,794 | $13.1M | Add +0.0% |
| DFAW Dimensional World Eqty ETF | 2.56% | 147,925 | $12.2M | Add +2.4% |
| DFCF Dimensional Core Fixed Inc. | 1.72% | 195,428 | $8.2M | Add +60.4% |
| IWV iShares Russell 3000 ETF | 1.55% | 17,410 | $7.4M | Add +0.2% |
| DFSI Dimensional Int Sus COR1 ETF | 1.05% | 111,174 | $5.0M | Add +0.8% |
| IVV iShares Core S&P 500 ETF | 1.00% | 6,421 | $4.8M | Reduce -0.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.93% | 20,451 | $4.5M | Add +0.1% |
| AVUS Avantis U.S. Equity ETF | 0.86% | 31,971 | $4.1M | Reduce -1.9% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.46% | 44,576 | $2.2M | Reduce -1.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.44% | 8,696 | $2.1M | Add +1.0% |
| DFNM Dimensional National Muni BD | 0.35% | 34,227 | $1.7M | Add +47.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 2,633 | $1.3M | Reduce -4.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.20% | 2,580 | $955K | Add +0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.19% | 1,217 | $909K | Add +0.3% |
| AVUV Avantis US Small Cap Value | 0.15% | 5,916 | $738K | Reduce -1.5% |
| AAPL Apple Inc. | 0.15% | 2,516 | $728K | Add +42.0% |
| LLY Eli Lilly & Co. | 0.13% | 515 | $617K | Add +1.4% |
| DFAU Dimensional US Core Equity M | 0.13% | 11,616 | $600K | No change |
| MSFT Microsoft Corp. | 0.11% | 1,376 | $513K | Add +8.9% |
| XOM Exxon Mobil Corp. | 0.10% | 3,661 | $501K | Add +1.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 1,768 | $497K | Add +1.0% |
| GOOG Alphabet Inc. Class C | 0.10% | 1,370 | $484K | Add +52.2% |
| JPM JPMorgan Chase & Co. | 0.10% | 1,400 | $458K | Reduce -1.1% |
| CVX Chevron Corp. | 0.09% | 2,731 | $453K | Add +1.6% |
| GOOGL Alphabet Inc. Class A | 0.09% | 1,242 | $444K | Add +8.9% |
| NVDA Nvidia Corp. | 0.08% | 1,871 | $374K | Add +30.6% |
| TSLA Tesla Inc. | 0.07% | 808 | $340K | Add +23.0% |
| EQBK Equity Bancshares Inc. Class A | 0.07% | 6,733 | $330K | Add +0.4% |
| AMZN Amazon.com Inc. | 0.07% | 1,371 | $327K | Add +42.7% |
| MRK Merck & Co. Inc. | 0.07% | 2,526 | $325K | Add +1.7% |
| DFSV Dimensional US Small Cap Val | 0.07% | 8,045 | $312K | No change |
| CGCV Cap Group Conservative Eq filed as CAPITAL GROUP CONSERVATIVE E | 0.06% | 9,136 | $300K | Add +0.4% |
| SHEL Shell PLC-ADR | 0.06% | 3,491 | $271K | Add +1.0% |
| PNC PNC Financial Services Group | 0.06% | 1,070 | $263K | Add +1.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.05% | 761 | $262K | Add +0.3% |
| JNJ Johnson & Johnson | 0.05% | 998 | $254K | Add +3.0% |
| CFFN Capitol Federal Financial Inc. | 0.05% | 26,886 | $229K | Add +1.1% |
| IWM iShares Russell 2000 ETF | 0.05% | 759 | $228K | New |
| VOO Vanguard S&P 500 ETF | 0.05% | 330 | $227K | Reduce -3.2% |
| DHR Danaher Corp. | 0.05% | 1,185 | $226K | Add +0.6% |
| CAT Caterpillar Inc. | 0.05% | 208 | $221K | New |
| HON Honeywell International Inc. | 0.04% | 958 | $214K | New |
| HONA Honeywell Aerospace Inc. | 0.04% | 957 | $212K | New |
| POWW Outdoor Holding Co. | 0.01% | 20,375 | $46K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| OKE Oneok Inc. | Sold out | 0.00% | −0.82 |
| OGS One Gas Inc. | Sold out | 0.00% | −0.13 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.8% | 3.38% | −0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.6% | 0.28% | −0.04 |
| AVUS Avantis U.S. Equity ETF | Reduce -1.9% | 0.86% | −0.01 |
| AVUV Avantis US Small Cap Value | Reduce -1.5% | 0.15% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -1.1% | 0.10% | −0.00 |
| DFSE Dimensional Em Sus CORE1 ETF | Reduce -1.6% | 0.46% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -3.2% | 0.05% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -0.6% | 1.00% | +0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| DFAC Dimensional US Core Equity 2 | Add +2.5% | 34.97% | +0.92 |
| DFCF Dimensional Core Fixed Inc. | Add +60.4% | 1.72% | +0.50 |
| DFUV Dimensional US Marketwide Va | Add +2.7% | 11.28% | +0.26 |
| DFNM Dimensional National Muni BD | Add +47.3% | 0.35% | +0.08 |
| DFAT Dimensional US Target Value | Add +3.1% | 5.35% | +0.07 |
| IWM iShares Russell 2000 ETF | New | 0.05% | +0.05 |
| CAT Caterpillar Inc. | New | 0.05% | +0.05 |
| AAPL Apple Inc. | Add +42.0% | 0.15% | +0.05 |
| HON Honeywell International Inc. | New | 0.04% | +0.04 |
| HONA Honeywell Aerospace Inc. | New | 0.04% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +52.2% | 0.10% | +0.04 |
| DFAW Dimensional World Eqty ETF | Add +2.4% | 2.56% | +0.02 |
| AMZN Amazon.com Inc. | Add +42.7% | 0.07% | +0.02 |
| IWV iShares Russell 3000 ETF | Add +0.2% | 1.55% | +0.02 |
| NVDA Nvidia Corp. | Add +30.6% | 0.08% | +0.02 |
| LLY Eli Lilly & Co. | Add +1.4% | 0.13% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +8.9% | 0.09% | +0.01 |
| TSLA Tesla Inc. | Add +23.0% | 0.07% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.9% | 0.20% | +0.00 |
| IBM Intl Business Machines Corp. | Add +1.0% | 0.10% | +0.00 |
| PNC PNC Financial Services Group | Add +1.4% | 0.06% | +0.00 |
| CFFN Capitol Federal Financial Inc. | Add +1.1% | 0.05% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.3% | 0.19% | +0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +0.3% | 0.05% | +0.00 |
| CGCV Cap Group Conservative Eq | Add +0.4% | 0.06% | −0.00 |
| EQBK Equity Bancshares Inc. Class A | Add +0.4% | 0.07% | −0.00 |
| MRK Merck & Co. Inc. | Add +1.7% | 0.07% | −0.00 |
| JNJ Johnson & Johnson | Add +3.0% | 0.05% | −0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +1.0% | 0.44% | −0.00 |
| MSFT Microsoft Corp. | Add +8.9% | 0.11% | −0.00 |
| DHR Danaher Corp. | Add +0.6% | 0.05% | −0.01 |
| DFSU Dimensional US Sus CORE1 ETF | Add +0.0% | 2.74% | −0.01 |
| SHEL Shell PLC-ADR | Add +1.0% | 0.06% | −0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.1% | 0.93% | −0.02 |
| CVX Chevron Corp. | Add +1.6% | 0.09% | −0.04 |
| XOM Exxon Mobil Corp. | Add +1.2% | 0.10% | −0.04 |
| DFSI Dimensional Int Sus COR1 ETF | Add +0.8% | 1.05% | −0.07 |
| DFAX Dimensional World Ex US Core | Add +1.7% | 28.41% | −0.92 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 49 | $478.9M | DFAC, DFAX, DFUV, DFAT, VEU |
| Q1 2026 | 47 | $420.5M | DFAC, DFAX, DFUV, DFAT, VEU |
| Q4 2025 | 49 | $427.8M | DFAC, DFAX, DFUV, DFAT, VEU |
| Q3 2025 | 47 | $397.0M | DFAC, DFAX, DFUV, DFAT, VEU |
| Q2 2025 | 42 | $363.3M | DFAC, DFAX, DFUV, DFAT, VEU |
| Q1 2025 | 37 | $314.9M | DFAC, DFAX, DFUV, DFAT, VEU |
| Q4 2024 | 37 | $317.7M | DFAC, DFAX, DFUV, DFAT, VEU |
| Q3 2024 | 33 | $318.6M | DFAC, DFAX, DFUV, DFAT, VEU |
| Q2 2024 | 33 | $291.9M | DFAC, DFAX, DFUV, DFAT, VEU |
| Q1 2024 | 33 | $288.1M | DFAC, DFAX, DFUV, DFAT, VEU |