Triune Financial Partners, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed November 5, 2024), Triune Financial Partners, LLC reported 33 stock positions worth $291.9 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 40.1% of the portfolio, followed by Dimensional World Ex US Core (DFAX, 29.2%) and Dimensional US Marketwide Va (DFUV, 11.7%). Compared with Q1 2024, it opened 1 new position, sold out of 1, added to 17 and reduced 11. The biggest buy was Dimensional World Ex US Core (DFAX, shares +4%) and the biggest sale an exit from Berkshire Hathaway Class A (BRK.A).
- Most Recent 13F
- Q2 2026
- Location
- OVERLAND PARK, KS
- CIK
- 0002040393
- Portfolio Value
- $291.9M (Q2 2024)
- SEC Filing
- 0002040393-24-000009 ↗ filed Nov 5, 2024
Holdings Value
Holdings 33 stocks · $291.9M
| DFAC Dimensional US Core Equity 2 | 40.11% | 3,631,616 | $117.1M | Add +0.8% |
| DFAX Dimensional World Ex US Core | 29.18% | 3,351,325 | $85.2M | Add +4.3% |
| DFUV Dimensional US Marketwide Va | 11.72% | 871,123 | $34.2M | Add +2.9% |
| DFAT Dimensional US Target Value | 5.60% | 315,238 | $16.4M | Add +3.1% |
| VEU Vanguard Ftse All-World Ex-U | 4.29% | 213,418 | $12.5M | Reduce -2.2% |
| IWV iShares Russell 3000 ETF | 1.98% | 18,716 | $5.8M | Add +0.3% |
| IVV iShares Core S&P 500 ETF | 1.23% | 6,576 | $3.6M | Add +0.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.18% | 21,505 | $3.4M | Add +0.5% |
| AVUS Avantis U.S. Equity ETF | 1.06% | 34,360 | $3.1M | Reduce -4.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.62% | 9,946 | $1.8M | Reduce -0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.36% | 2,578 | $1.0M | Reduce -4.2% |
| DFCF Dimensional Core Fixed Inc. | 0.31% | 21,752 | $904K | Add +1.2% |
| LLY Eli Lilly & Co. | 0.20% | 633 | $573K | Reduce -0.2% |
| AVUV Avantis US Small Cap Value | 0.19% | 6,177 | $554K | Add +4.2% |
| DFNM Dimensional National Muni BD | 0.18% | 11,213 | $536K | Add +0.7% |
| XOM Exxon Mobil Corp. | 0.17% | 4,329 | $498K | Reduce -4.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.17% | 890 | $485K | Add +0.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.15% | 1,676 | $448K | Add +25.8% |
| MSFT Microsoft Corp. | 0.15% | 1,001 | $448K | Reduce -5.7% |
| CVX Chevron Corp. | 0.13% | 2,375 | $372K | Reduce -4.3% |
| JPM JPMorgan Chase & Co. | 0.12% | 1,686 | $341K | Reduce -45.3% |
| VOO Vanguard S&P 500 ETF | 0.11% | 618 | $309K | Reduce -0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 1,724 | $298K | No change |
| DHR Danaher Corp. | 0.10% | 1,167 | $292K | Add +1.4% |
| MRK Merck & Co. Inc. | 0.10% | 2,278 | $282K | Reduce -14.5% |
| AMZN Amazon.com Inc. | 0.09% | 1,365 | $264K | Add +5.0% |
| SMBC Southern Missouri Bancorp | 0.09% | 5,798 | $261K | No change |
| SHEL Shell PLC-ADR | 0.08% | 3,226 | $233K | Add +1.0% |
| EQBK Equity Bancshares Inc. Class A | 0.08% | 6,535 | $230K | Add +0.4% |
| AAPL Apple Inc. | 0.07% | 979 | $206K | New |
| CFFN Capitol Federal Financial Inc. | 0.04% | 22,939 | $126K | Add +1.6% |
| CMP Compass Minerals Internation | 0.04% | 10,221 | $106K | No change |
| POWW Outdoor Holding Co. filed as AMMO INC | 0.01% | 20,375 | $34K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −0.22 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -2.2% | 4.29% | −0.16 |
| JPM JPMorgan Chase & Co. | Reduce -45.3% | 0.12% | −0.10 |
| AVUS Avantis U.S. Equity ETF | Reduce -4.3% | 1.06% | −0.05 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.7% | 0.62% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.2% | 0.36% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -14.5% | 0.10% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -4.0% | 0.17% | −0.01 |
| CVX Chevron Corp. | Reduce -4.3% | 0.13% | −0.01 |
| MSFT Microsoft Corp. | Reduce -5.7% | 0.15% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -0.2% | 0.11% | +0.00 |
| LLY Eli Lilly & Co. | Reduce -0.2% | 0.20% | +0.03 |
Portfolio Buys Q1 2024 → Q2 2024
| DFAX Dimensional World Ex US Core | Add +4.3% | 29.18% | +0.82 |
| DFAC Dimensional US Core Equity 2 | Add +0.8% | 40.11% | +0.16 |
| AAPL Apple Inc. | New | 0.07% | +0.07 |
| IVV iShares Core S&P 500 ETF | Add +0.3% | 1.23% | +0.04 |
| IWV iShares Russell 3000 ETF | Add +0.3% | 1.98% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +25.8% | 0.15% | +0.03 |
| AMZN Amazon.com Inc. | Add +5.0% | 0.09% | +0.01 |
| SHEL Shell PLC-ADR | Add +1.0% | 0.08% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.2% | 0.17% | +0.00 |
| EQBK Equity Bancshares Inc. Class A | Add +0.4% | 0.08% | +0.00 |
| DHR Danaher Corp. | Add +1.4% | 0.10% | +0.00 |
| DFNM Dimensional National Muni BD | Add +0.7% | 0.18% | −0.00 |
| AVUV Avantis US Small Cap Value | Add +4.2% | 0.19% | −0.00 |
| CFFN Capitol Federal Financial Inc. | Add +1.6% | 0.04% | −0.00 |
| DFCF Dimensional Core Fixed Inc. | Add +1.2% | 0.31% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.5% | 1.18% | −0.03 |
| DFAT Dimensional US Target Value | Add +3.1% | 5.60% | −0.18 |
| DFUV Dimensional US Marketwide Va | Add +2.9% | 11.72% | −0.30 |
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 |