Triune Financial Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 23, 2025), Triune Financial Partners, LLC reported 37 stock positions worth $314.9 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 38.3% of the portfolio, followed by Dimensional World Ex US Core (DFAX, 30.8%) and Dimensional US Marketwide Va (DFUV, 12.0%). Compared with Q4 2024, it opened 2 new positions, sold out of 2, added to 25 and reduced 7. The biggest buy was Dimensional World Ex US Core (DFAX, shares +0%) and the biggest sale Dimensional US Core Equity 2 (DFAC, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- OVERLAND PARK, KS
- CIK
- 0002040393
- Portfolio Value
- $314.9M (Q1 2025)
- SEC Filing
- 0002040393-25-000002 ↗ filed May 23, 2025
Holdings Value
Holdings 37 stocks · $314.9M
| DFAC Dimensional US Core Equity 2 | 38.27% | 3,652,494 | $120.5M | Reduce -1.7% |
| DFAX Dimensional World Ex US Core | 30.78% | 3,699,437 | $96.9M | Add +0.2% |
| DFUV Dimensional US Marketwide Va | 12.02% | 918,417 | $37.8M | Reduce -0.3% |
| DFAT Dimensional US Target Value | 5.46% | 333,730 | $17.2M | Add +1.3% |
| VEU Vanguard Ftse All-World Ex-U | 4.09% | 212,234 | $12.9M | Reduce -1.7% |
| IWV iShares Russell 3000 ETF | 1.83% | 18,175 | $5.8M | Add +0.2% |
| IVV iShares Core S&P 500 ETF | 1.17% | 6,540 | $3.7M | Reduce -0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.13% | 20,636 | $3.6M | Reduce -0.7% |
| AVUS Avantis U.S. Equity ETF | 0.99% | 33,914 | $3.1M | Add +0.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.54% | 9,211 | $1.7M | Reduce -3.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.49% | 2,874 | $1.5M | Add +1.2% |
| DFAW Dimensional World Eqty ETF | 0.35% | 17,783 | $1.1M | Add +106.2% |
| DFCF Dimensional Core Fixed Inc. | 0.25% | 18,806 | $791K | Add +0.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.22% | 2,474 | $680K | Reduce -18.2% |
| XOM Exxon Mobil Corp. | 0.20% | 5,417 | $644K | Add +50.8% |
| LLY Eli Lilly & Co. | 0.18% | 668 | $552K | Add +5.5% |
| AVUV Avantis US Small Cap Value | 0.16% | 5,922 | $516K | Add +0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.16% | 899 | $503K | Add +0.3% |
| MSFT Microsoft Corp. | 0.16% | 1,339 | $503K | Add +38.0% |
| JPM JPMorgan Chase & Co. | 0.15% | 1,985 | $487K | Add +17.3% |
| AAPL Apple Inc. | 0.14% | 1,950 | $433K | Add +98.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 1,724 | $429K | No change |
| CVX Chevron Corp. | 0.14% | 2,551 | $427K | Add +5.2% |
| DFNM Dimensional National Muni BD | 0.13% | 8,439 | $401K | Add +0.6% |
| AMZN Amazon.com Inc. | 0.09% | 1,567 | $298K | Add +22.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.09% | 1,124 | $289K | Add +50.3% |
| EQBK Equity Bancshares Inc. Class A | 0.08% | 6,602 | $260K | Add +0.3% |
| VOO Vanguard S&P 500 ETF | 0.08% | 478 | $245K | Add +2.6% |
| SHEL Shell PLC-ADR | 0.08% | 3,328 | $244K | Add +1.0% |
| DHR Danaher Corp. | 0.08% | 1,171 | $240K | Add +0.1% |
| MRK Merck & Co. Inc. | 0.07% | 2,615 | $235K | Add +13.6% |
| GOOGL Alphabet Inc. Class A | 0.07% | 1,509 | $233K | New |
| GOOG Alphabet Inc. Class C | 0.07% | 1,365 | $213K | New |
| CBRE CBRE Group Inc. Class A | 0.07% | 1,586 | $207K | Add +0.1% |
| CFFN Capitol Federal Financial Inc. | 0.04% | 23,891 | $134K | Add +1.4% |
| CMP Compass Minerals Internation | 0.03% | 10,221 | $95K | No change |
| POWW Outdoor Holding Co. filed as AMMO INC | 0.01% | 20,375 | $28K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| DFAC Dimensional US Core Equity 2 | Reduce -1.7% | 38.27% | −2.18 |
| VCSH Vanguard S/T Corp. Bond ETF | Sold out | 0.00% | −0.12 |
| PNC PNC Financial Services Group | Sold out | 0.00% | −0.06 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -18.2% | 0.22% | −0.06 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -3.1% | 0.54% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -0.1% | 1.17% | −0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.7% | 1.13% | +0.02 |
| DFUV Dimensional US Marketwide Va | Reduce -0.3% | 12.02% | +0.15 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -1.7% | 4.09% | +0.19 |
Portfolio Buys Q4 2024 → Q1 2025
| DFAX Dimensional World Ex US Core | Add +0.2% | 30.78% | +1.89 |
| DFAW Dimensional World Eqty ETF | Add +106.2% | 0.35% | +0.18 |
| XOM Exxon Mobil Corp. | Add +50.8% | 0.20% | +0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.2% | 0.49% | +0.08 |
| GOOGL Alphabet Inc. Class A | New | 0.07% | +0.07 |
| GOOG Alphabet Inc. Class C | New | 0.07% | +0.07 |
| AAPL Apple Inc. | Add +98.8% | 0.14% | +0.06 |
| MSFT Microsoft Corp. | Add +38.0% | 0.16% | +0.03 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +50.3% | 0.09% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +17.3% | 0.15% | +0.03 |
| CVX Chevron Corp. | Add +5.2% | 0.14% | +0.02 |
| LLY Eli Lilly & Co. | Add +5.5% | 0.18% | +0.02 |
| SHEL Shell PLC-ADR | Add +1.0% | 0.08% | +0.01 |
| DFCF Dimensional Core Fixed Inc. | Add +0.7% | 0.25% | +0.01 |
| AMZN Amazon.com Inc. | Add +22.8% | 0.09% | +0.01 |
| MRK Merck & Co. Inc. | Add +13.6% | 0.07% | +0.00 |
| DFNM Dimensional National Muni BD | Add +0.6% | 0.13% | +0.00 |
| CBRE CBRE Group Inc. Class A | Add +0.1% | 0.07% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +2.6% | 0.08% | −0.00 |
| CFFN Capitol Federal Financial Inc. | Add +1.4% | 0.04% | −0.00 |
| EQBK Equity Bancshares Inc. Class A | Add +0.3% | 0.08% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.3% | 0.16% | −0.01 |
| DHR Danaher Corp. | Add +0.1% | 0.08% | −0.01 |
| AVUV Avantis US Small Cap Value | Add +0.4% | 0.16% | −0.02 |
| AVUS Avantis U.S. Equity ETF | Add +0.3% | 0.99% | −0.04 |
| IWV iShares Russell 3000 ETF | Add +0.2% | 1.83% | −0.07 |
| DFAT Dimensional US Target Value | Add +1.3% | 5.46% | −0.31 |
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 |