Triune Financial Partners, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 1, 2024), Triune Financial Partners, LLC reported 33 stock positions worth $318.6 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, 29.7%) and Dimensional US Marketwide Va (DFUV, 11.8%). Compared with Q2 2024, it added to 18 and reduced 10. The biggest buy was Dimensional World Ex US Core (DFAX, shares +5%) and the biggest sale Vanguard Ftse All-World Ex-U (VEU, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- OVERLAND PARK, KS
- CIK
- 0002040393
- Portfolio Value
- $318.6M (Q3 2024)
- SEC Filing
- 0002040393-24-000008 ↗ filed Nov 1, 2024
Holdings Value
Holdings 33 stocks · $318.6M
| DFAC Dimensional US Core Equity 2 | 39.86% | 3,703,605 | $127.0M | Add +2.0% |
| DFAX Dimensional World Ex US Core | 29.70% | 3,502,573 | $94.6M | Add +4.5% |
| DFUV Dimensional US Marketwide Va | 11.82% | 902,984 | $37.6M | Add +3.7% |
| DFAT Dimensional US Target Value | 5.67% | 324,777 | $18.1M | Add +3.0% |
| VEU Vanguard Ftse All-World Ex-U | 4.21% | 212,724 | $13.4M | Reduce -0.3% |
| IWV iShares Russell 3000 ETF | 1.93% | 18,778 | $6.1M | Add +0.3% |
| IVV iShares Core S&P 500 ETF | 1.19% | 6,570 | $3.8M | Reduce -0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.14% | 20,728 | $3.6M | Reduce -3.6% |
| AVUS Avantis U.S. Equity ETF | 1.01% | 33,957 | $3.2M | Reduce -1.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.60% | 9,576 | $1.9M | Reduce -3.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.37% | 2,528 | $1.2M | Reduce -1.9% |
| DFCF Dimensional Core Fixed Inc. | 0.30% | 21,913 | $946K | Add +0.7% |
| AVUV Avantis US Small Cap Value | 0.18% | 5,897 | $566K | Reduce -4.5% |
| LLY Eli Lilly & Co. | 0.18% | 633 | $561K | No change |
| DFNM Dimensional National Muni BD | 0.17% | 11,288 | $548K | Add +0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.16% | 893 | $513K | Add +0.3% |
| XOM Exxon Mobil Corp. | 0.15% | 4,163 | $488K | Reduce -3.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.15% | 1,681 | $476K | Add +0.3% |
| MSFT Microsoft Corp. | 0.14% | 1,003 | $432K | Add +0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 1,724 | $381K | No change |
| JPM JPMorgan Chase & Co. | 0.11% | 1,689 | $356K | Add +0.2% |
| CVX Chevron Corp. | 0.11% | 2,401 | $354K | Add +1.1% |
| SMBC Southern Missouri Bancorp | 0.10% | 5,798 | $328K | No change |
| DHR Danaher Corp. | 0.10% | 1,169 | $325K | Add +0.2% |
| EQBK Equity Bancshares Inc. Class A | 0.08% | 6,556 | $268K | Add +0.3% |
| MRK Merck & Co. Inc. | 0.08% | 2,292 | $260K | Add +0.6% |
| VOO Vanguard S&P 500 ETF | 0.07% | 450 | $237K | Reduce -27.2% |
| AMZN Amazon.com Inc. | 0.07% | 1,256 | $234K | Reduce -8.0% |
| AAPL Apple Inc. | 0.07% | 980 | $228K | Add +0.1% |
| SHEL Shell PLC-ADR | 0.07% | 3,258 | $215K | Add +1.0% |
| CFFN Capitol Federal Financial Inc. | 0.04% | 23,266 | $136K | Add +1.4% |
| CMP Compass Minerals Internation | 0.04% | 10,221 | $123K | No change |
| POWW Outdoor Holding Co. filed as AMMO INC | 0.01% | 20,375 | $29K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.3% | 4.21% | −0.08 |
| AVUS Avantis U.S. Equity ETF | Reduce -1.2% | 1.01% | −0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -3.6% | 1.14% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -0.1% | 1.19% | −0.04 |
| VOO Vanguard S&P 500 ETF | Reduce -27.2% | 0.07% | −0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -3.7% | 0.60% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -3.8% | 0.15% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -8.0% | 0.07% | −0.02 |
| AVUV Avantis US Small Cap Value | Reduce -4.5% | 0.18% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.9% | 0.37% | +0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| DFAX Dimensional World Ex US Core | Add +4.5% | 29.70% | +0.51 |
| DFUV Dimensional US Marketwide Va | Add +3.7% | 11.82% | +0.10 |
| DFAT Dimensional US Target Value | Add +3.0% | 5.67% | +0.07 |
| EQBK Equity Bancshares Inc. Class A | Add +0.3% | 0.08% | +0.01 |
| DHR Danaher Corp. | Add +0.2% | 0.10% | +0.00 |
| AAPL Apple Inc. | Add +0.1% | 0.07% | +0.00 |
| CFFN Capitol Federal Financial Inc. | Add +1.4% | 0.04% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.3% | 0.15% | −0.00 |
| JPM JPMorgan Chase & Co. | Add +0.2% | 0.11% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.3% | 0.16% | −0.01 |
| DFNM Dimensional National Muni BD | Add +0.7% | 0.17% | −0.01 |
| SHEL Shell PLC-ADR | Add +1.0% | 0.07% | −0.01 |
| DFCF Dimensional Core Fixed Inc. | Add +0.7% | 0.30% | −0.01 |
| MRK Merck & Co. Inc. | Add +0.6% | 0.08% | −0.01 |
| CVX Chevron Corp. | Add +1.1% | 0.11% | −0.02 |
| MSFT Microsoft Corp. | Add +0.2% | 0.14% | −0.02 |
| IWV iShares Russell 3000 ETF | Add +0.3% | 1.93% | −0.05 |
| DFAC Dimensional US Core Equity 2 | Add +2.0% | 39.86% | −0.24 |
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 |