Triune Financial Partners, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed November 14, 2024), Triune Financial Partners, LLC reported 33 stock positions worth $288.1 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 39.9% of the portfolio, followed by Dimensional World Ex US Core (DFAX, 28.4%) and Dimensional US Marketwide Va (DFUV, 12.0%). Compared with Q4 2023, it sold out of 1, added to 15 and reduced 13. The biggest buy was Dimensional US Marketwide Va (DFUV, shares +0%) and the biggest sale Vanguard Ftse All-World Ex-U (VEU, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- OVERLAND PARK, KS
- CIK
- 0002040393
- Portfolio Value
- $288.1M (Q1 2024)
- SEC Filing
- 0002040393-24-000010 ↗ filed Nov 14, 2024
Holdings Value
Holdings 33 stocks · $288.1M
| DFAC Dimensional US Core Equity 2 | 39.94% | 3,602,112 | $115.1M | Reduce -0.8% |
| DFAX Dimensional World Ex US Core | 28.36% | 3,212,168 | $81.7M | Add +0.9% |
| DFUV Dimensional US Marketwide Va | 12.01% | 846,293 | $34.6M | Add +0.2% |
| DFAT Dimensional US Target Value | 5.78% | 305,772 | $16.6M | Reduce -0.1% |
| VEU Vanguard Ftse All-World Ex-U | 4.44% | 218,231 | $12.8M | Reduce -1.4% |
| IWV iShares Russell 3000 ETF | 1.94% | 18,669 | $5.6M | Add +0.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.21% | 21,408 | $3.5M | Add +0.1% |
| IVV iShares Core S&P 500 ETF | 1.20% | 6,557 | $3.4M | Reduce -8.1% |
| AVUS Avantis U.S. Equity ETF | 1.12% | 35,902 | $3.2M | Add +0.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.67% | 10,012 | $1.9M | Reduce -5.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.39% | 2,692 | $1.1M | No change |
| DFCF Dimensional Core Fixed Inc. | 0.31% | 21,495 | $902K | Add +0.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.22% | 1 | $634K | No change |
| JPM JPMorgan Chase & Co. | 0.21% | 3,084 | $618K | Reduce -0.8% |
| AVUV Avantis US Small Cap Value | 0.19% | 5,930 | $556K | Add +0.3% |
| DFNM Dimensional National Muni BD | 0.19% | 11,139 | $536K | Add +0.5% |
| XOM Exxon Mobil Corp. | 0.18% | 4,510 | $524K | Add +0.9% |
| LLY Eli Lilly & Co. | 0.17% | 634 | $493K | Reduce -2.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.16% | 888 | $464K | Add +8.6% |
| MSFT Microsoft Corp. | 0.16% | 1,062 | $447K | Reduce -1.3% |
| CVX Chevron Corp. | 0.14% | 2,481 | $391K | Reduce -1.0% |
| MRK Merck & Co. Inc. | 0.12% | 2,665 | $352K | Add +0.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.12% | 1,332 | $346K | Reduce -3.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.11% | 1,724 | $329K | No change |
| VOO Vanguard S&P 500 ETF | 0.10% | 619 | $297K | Reduce -3.7% |
| DHR Danaher Corp. | 0.10% | 1,151 | $287K | Reduce -0.8% |
| SMBC Southern Missouri Bancorp | 0.09% | 5,798 | $253K | No change |
| AMZN Amazon.com Inc. | 0.08% | 1,300 | $234K | Reduce -5.3% |
| EQBK Equity Bancshares Inc. Class A | 0.08% | 6,510 | $224K | Add +0.4% |
| SHEL Shell PLC-ADR | 0.07% | 3,195 | $214K | Add +1.0% |
| CMP Compass Minerals Internation | 0.06% | 10,221 | $161K | Add +0.8% |
| CFFN Capitol Federal Financial Inc. | 0.05% | 22,569 | $135K | Add +1.4% |
| POWW Outdoor Holding Co. filed as AMMO INC | 0.02% | 20,375 | $56K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| VEU Vanguard Ftse All-World Ex-U | Reduce -1.4% | 4.44% | −0.17 |
| DFAT Dimensional US Target Value | Reduce -0.1% | 5.78% | −0.17 |
| BA The Boeing Co. | Sold out | 0.00% | −0.10 |
| IVV iShares Core S&P 500 ETF | Reduce -8.1% | 1.20% | −0.07 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -5.5% | 0.67% | −0.04 |
| CVX Chevron Corp. | Reduce -1.0% | 0.14% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -3.7% | 0.10% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.2% | 0.12% | −0.00 |
| DHR Danaher Corp. | Reduce -0.8% | 0.10% | +0.00 |
| AMZN Amazon.com Inc. | Reduce -5.3% | 0.08% | +0.00 |
| MSFT Microsoft Corp. | Reduce -1.3% | 0.16% | +0.00 |
| JPM JPMorgan Chase & Co. | Reduce -0.8% | 0.21% | +0.02 |
| LLY Eli Lilly & Co. | Reduce -2.6% | 0.17% | +0.03 |
| DFAC Dimensional US Core Equity 2 | Reduce -0.8% | 39.94% | +0.54 |
Portfolio Buys Q4 2023 → Q1 2024
| DFUV Dimensional US Marketwide Va | Add +0.2% | 12.01% | +0.34 |
| IWV iShares Russell 3000 ETF | Add +0.3% | 1.94% | +0.05 |
| AVUS Avantis U.S. Equity ETF | Add +0.3% | 1.12% | +0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.1% | 1.21% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +8.6% | 0.16% | +0.02 |
| XOM Exxon Mobil Corp. | Add +0.9% | 0.18% | +0.02 |
| MRK Merck & Co. Inc. | Add +0.6% | 0.12% | +0.01 |
| SHEL Shell PLC-ADR | Add +1.0% | 0.07% | −0.00 |
| EQBK Equity Bancshares Inc. Class A | Add +0.4% | 0.08% | −0.00 |
| AVUV Avantis US Small Cap Value | Add +0.3% | 0.19% | −0.00 |
| CFFN Capitol Federal Financial Inc. | Add +1.4% | 0.05% | −0.01 |
| DFNM Dimensional National Muni BD | Add +0.5% | 0.19% | −0.01 |
| DFCF Dimensional Core Fixed Inc. | Add +0.7% | 0.31% | −0.02 |
| CMP Compass Minerals Internation | Add +0.8% | 0.06% | −0.04 |
| DFAX Dimensional World Ex US Core | Add +0.9% | 28.36% | −0.50 |
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 |