Triune Financial Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Triune Financial Partners, LLC reported 37 stock positions worth $317.7 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 40.4% of the portfolio, followed by Dimensional World Ex US Core (DFAX, 28.9%) and Dimensional US Marketwide Va (DFUV, 11.9%). Compared with Q3 2024, it opened 5 new positions, sold out of 1, added to 20 and reduced 8. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +0%) and the biggest sale an exit from Southern Missouri Bancorp (SMBC).
- Most Recent 13F
- Q2 2026
- Location
- OVERLAND PARK, KS
- CIK
- 0002040393
- Portfolio Value
- $317.7M (Q4 2024)
- SEC Filing
- 0002040393-25-000001 ↗ filed Feb 14, 2025
Holdings Value
Holdings 37 stocks · $317.7M
| DFAC Dimensional US Core Equity 2 | 40.45% | 3,714,327 | $128.5M | Add +0.3% |
| DFAX Dimensional World Ex US Core | 28.89% | 3,691,185 | $91.8M | Add +5.4% |
| DFUV Dimensional US Marketwide Va | 11.86% | 921,028 | $37.7M | Add +2.0% |
| DFAT Dimensional US Target Value | 5.77% | 329,400 | $18.3M | Add +1.4% |
| VEU Vanguard Ftse All-World Ex-U | 3.90% | 215,807 | $12.4M | Add +1.4% |
| IWV iShares Russell 3000 ETF | 1.91% | 18,131 | $6.1M | Reduce -3.5% |
| IVV iShares Core S&P 500 ETF | 1.21% | 6,543 | $3.9M | Reduce -0.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.11% | 20,786 | $3.5M | Add +0.3% |
| AVUS Avantis U.S. Equity ETF | 1.03% | 33,808 | $3.3M | Reduce -0.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.59% | 9,505 | $1.9M | Reduce -0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.41% | 2,840 | $1.3M | Add +12.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.28% | 3,023 | $876K | Add +79.8% |
| DFCF Dimensional Core Fixed Inc. | 0.24% | 18,671 | $771K | Reduce -14.8% |
| AVUV Avantis US Small Cap Value | 0.18% | 5,900 | $570K | Add +0.1% |
| DFAW Dimensional World Eqty ETF | 0.17% | 8,624 | $539K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.17% | 896 | $525K | Add +0.3% |
| LLY Eli Lilly & Co. | 0.15% | 633 | $489K | No change |
| MSFT Microsoft Corp. | 0.13% | 970 | $409K | Reduce -3.3% |
| JPM JPMorgan Chase & Co. | 0.13% | 1,692 | $406K | Add +0.2% |
| DFNM Dimensional National Muni BD | 0.13% | 8,391 | $401K | Reduce -25.7% |
| XOM Exxon Mobil Corp. | 0.12% | 3,592 | $386K | Reduce -13.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 1,724 | $379K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.12% | 4,783 | $373K | New |
| CVX Chevron Corp. | 0.11% | 2,425 | $351K | Add +1.0% |
| AMZN Amazon.com Inc. | 0.09% | 1,276 | $280K | Add +1.6% |
| EQBK Equity Bancshares Inc. Class A | 0.09% | 6,579 | $279K | Add +0.3% |
| DHR Danaher Corp. | 0.08% | 1,170 | $269K | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 0.08% | 466 | $251K | Add +3.6% |
| AAPL Apple Inc. | 0.08% | 981 | $246K | Add +0.1% |
| MRK Merck & Co. Inc. | 0.07% | 2,302 | $229K | Add +0.4% |
| CBRE CBRE Group Inc. Class A | 0.07% | 1,585 | $208K | New |
| SHEL Shell PLC-ADR | 0.07% | 3,295 | $206K | Add +1.1% |
| PNC PNC Financial Services Group | 0.06% | 1,069 | $206K | New |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.06% | 748 | $202K | New |
| CFFN Capitol Federal Financial Inc. | 0.04% | 23,557 | $139K | Add +1.3% |
| CMP Compass Minerals Internation | 0.04% | 10,221 | $115K | No change |
| POWW Outdoor Holding Co. filed as AMMO INC | 0.01% | 20,375 | $22K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| SMBC Southern Missouri Bancorp | Sold out | 0.00% | −0.10 |
| DFCF Dimensional Core Fixed Inc. | Reduce -14.8% | 0.24% | −0.05 |
| DFNM Dimensional National Muni BD | Reduce -25.7% | 0.13% | −0.05 |
| XOM Exxon Mobil Corp. | Reduce -13.7% | 0.12% | −0.03 |
| IWV iShares Russell 3000 ETF | Reduce -3.5% | 1.91% | −0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.7% | 0.59% | −0.01 |
| MSFT Microsoft Corp. | Reduce -3.3% | 0.13% | −0.01 |
| AVUS Avantis U.S. Equity ETF | Reduce -0.4% | 1.03% | +0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -0.4% | 1.21% | +0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| DFAC Dimensional US Core Equity 2 | Add +0.3% | 40.45% | +0.58 |
| DFAW Dimensional World Eqty ETF | New | 0.17% | +0.17 |
| VTI VG Morningstar TS MKT ETF-US | Add +79.8% | 0.28% | +0.13 |
| VCSH Vanguard S/T Corp. Bond ETF | New | 0.12% | +0.12 |
| DFAT Dimensional US Target Value | Add +1.4% | 5.77% | +0.10 |
| CBRE CBRE Group Inc. Class A | New | 0.07% | +0.07 |
| PNC PNC Financial Services Group | New | 0.06% | +0.06 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | New | 0.06% | +0.06 |
| DFUV Dimensional US Marketwide Va | Add +2.0% | 11.86% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +12.3% | 0.41% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +0.2% | 0.13% | +0.02 |
| AMZN Amazon.com Inc. | Add +1.6% | 0.09% | +0.01 |
| AAPL Apple Inc. | Add +0.1% | 0.08% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +3.6% | 0.08% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.3% | 0.17% | +0.00 |
| EQBK Equity Bancshares Inc. Class A | Add +0.3% | 0.09% | +0.00 |
| AVUV Avantis US Small Cap Value | Add +0.1% | 0.18% | +0.00 |
| CFFN Capitol Federal Financial Inc. | Add +1.3% | 0.04% | +0.00 |
| CVX Chevron Corp. | Add +1.0% | 0.11% | −0.00 |
| SHEL Shell PLC-ADR | Add +1.1% | 0.07% | −0.00 |
| MRK Merck & Co. Inc. | Add +0.4% | 0.07% | −0.01 |
| DHR Danaher Corp. | Add +0.1% | 0.08% | −0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.3% | 1.11% | −0.03 |
| VEU Vanguard Ftse All-World Ex-U | Add +1.4% | 3.90% | −0.31 |
| DFAX Dimensional World Ex US Core | Add +5.4% | 28.89% | −0.81 |
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 |