Triune Financial Partners, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Triune Financial Partners, LLC reported 42 stock positions worth $363.3 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 35.4% of the portfolio, followed by Dimensional World Ex US Core (DFAX, 29.4%) and Dimensional US Marketwide Va (DFUV, 10.6%). Compared with Q1 2025, it opened 9 new positions, sold out of 4, added to 15 and reduced 16. The biggest buy was a new position in Dimensional US Sus CORE1 ETF (DFSU) 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
- $363.3M (Q2 2025)
- SEC Filing
- 0002040393-25-000003 ↗ filed Aug 12, 2025
Holdings Value
Holdings 42 stocks · $363.3M
| DFAC Dimensional US Core Equity 2 | 35.38% | 3,587,028 | $128.6M | Reduce -1.8% |
| DFAX Dimensional World Ex US Core | 29.35% | 3,631,152 | $106.6M | Reduce -1.9% |
| DFUV Dimensional US Marketwide Va | 10.59% | 909,915 | $38.5M | Reduce -0.9% |
| DFAT Dimensional US Target Value | 5.01% | 337,188 | $18.2M | Add +1.0% |
| VEU Vanguard Ftse All-World Ex-U | 3.88% | 209,735 | $14.1M | Reduce -1.2% |
| DFSU Dimensional US Sus CORE1 ETF | 3.02% | 279,197 | $11.0M | New |
| DFAW Dimensional World Eqty ETF | 2.70% | 146,493 | $9.8M | Add +723.8% |
| IWV iShares Russell 3000 ETF | 1.76% | 18,223 | $6.4M | Add +0.3% |
| DFSI Dimensional Int Sus COR1 ETF | 1.23% | 113,442 | $4.5M | New |
| IVV iShares Core S&P 500 ETF | 1.15% | 6,717 | $4.2M | Add +2.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.01% | 20,856 | $3.7M | Add +1.1% |
| AVUS Avantis U.S. Equity ETF | 0.94% | 34,020 | $3.4M | Add +0.3% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.49% | 47,098 | $1.8M | New |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.49% | 9,103 | $1.8M | Reduce -1.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.38% | 2,873 | $1.4M | Reduce -0.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.21% | 2,462 | $748K | Reduce -0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.20% | 1,204 | $744K | Add +33.9% |
| DFCF Dimensional Core Fixed Inc. | 0.18% | 15,516 | $656K | Reduce -17.5% |
| MSFT Microsoft Corp. | 0.16% | 1,156 | $575K | Reduce -13.7% |
| AVUV Avantis US Small Cap Value | 0.15% | 5,951 | $542K | Add +0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 1,730 | $510K | Add +0.3% |
| DFAU Dimensional US Core Equity M | 0.14% | 11,616 | $492K | New |
| JPM JPMorgan Chase & Co. | 0.13% | 1,611 | $467K | Reduce -18.8% |
| LLY Eli Lilly & Co. | 0.11% | 508 | $396K | Reduce -23.9% |
| AAPL Apple Inc. | 0.11% | 1,903 | $390K | Reduce -2.4% |
| CVX Chevron Corp. | 0.10% | 2,595 | $372K | Add +1.7% |
| XOM Exxon Mobil Corp. | 0.10% | 3,405 | $367K | Reduce -37.1% |
| DFNM Dimensional National Muni BD | 0.08% | 5,984 | $284K | Reduce -29.1% |
| EQBK Equity Bancshares Inc. Class A | 0.07% | 6,629 | $270K | Add +0.4% |
| CGCV Cap Group Conservative Eq filed as CAPITAL GROUP CONSERVATIVE E | 0.07% | 9,028 | $258K | New |
| DFSV Dimensional US Small Cap Val | 0.07% | 8,045 | $237K | New |
| SHEL Shell PLC-ADR | 0.07% | 3,361 | $237K | Add +1.0% |
| AMZN Amazon.com Inc. | 0.06% | 1,072 | $235K | Reduce -31.6% |
| DHR Danaher Corp. | 0.06% | 1,173 | $232K | Add +0.2% |
| CBRE CBRE Group Inc. Class A | 0.06% | 1,589 | $223K | Add +0.2% |
| NVDA Nvidia Corp. | 0.06% | 1,373 | $217K | New |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.06% | 751 | $214K | Reduce -33.2% |
| TSLA Tesla Inc. | 0.06% | 657 | $209K | New |
| CMP Compass Minerals Internation | 0.06% | 10,221 | $205K | No change |
| PNC PNC Financial Services Group | 0.06% | 1,088 | $203K | New |
| CFFN Capitol Federal Financial Inc. | 0.04% | 24,247 | $148K | Add +1.5% |
| POWW Outdoor Holding Co. | 0.01% | 20,375 | $26K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| DFAC Dimensional US Core Equity 2 | Reduce -1.8% | 35.38% | −2.88 |
| DFUV Dimensional US Marketwide Va | Reduce -0.9% | 10.59% | −1.43 |
| DFAX Dimensional World Ex US Core | Reduce -1.9% | 29.35% | −1.43 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -1.2% | 3.88% | −0.21 |
| XOM Exxon Mobil Corp. | Reduce -37.1% | 0.10% | −0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.0% | 0.38% | −0.10 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −0.08 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.07 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.07 |
| DFCF Dimensional Core Fixed Inc. | Reduce -17.5% | 0.18% | −0.07 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.07 |
| LLY Eli Lilly & Co. | Reduce -23.9% | 0.11% | −0.07 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -1.2% | 0.49% | −0.06 |
| DFNM Dimensional National Muni BD | Reduce -29.1% | 0.08% | −0.05 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -33.2% | 0.06% | −0.03 |
| AAPL Apple Inc. | Reduce -2.4% | 0.11% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -31.6% | 0.06% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -18.8% | 0.13% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.5% | 0.21% | −0.01 |
| MSFT Microsoft Corp. | Reduce -13.7% | 0.16% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| DFSU Dimensional US Sus CORE1 ETF | New | 3.02% | +3.02 |
| DFAW Dimensional World Eqty ETF | Add +723.8% | 2.70% | +2.36 |
| DFSI Dimensional Int Sus COR1 ETF | New | 1.23% | +1.23 |
| DFSE Dimensional Em Sus CORE1 ETF | New | 0.49% | +0.49 |
| DFAU Dimensional US Core Equity M | New | 0.14% | +0.14 |
| CGCV Cap Group Conservative Eq | New | 0.07% | +0.07 |
| DFSV Dimensional US Small Cap Val | New | 0.07% | +0.07 |
| NVDA Nvidia Corp. | New | 0.06% | +0.06 |
| TSLA Tesla Inc. | New | 0.06% | +0.06 |
| PNC PNC Financial Services Group | New | 0.06% | +0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +33.9% | 0.20% | +0.05 |
| IBM Intl Business Machines Corp. | Add +0.3% | 0.14% | +0.00 |
| CFFN Capitol Federal Financial Inc. | Add +1.5% | 0.04% | −0.00 |
| CBRE CBRE Group Inc. Class A | Add +0.2% | 0.06% | −0.00 |
| EQBK Equity Bancshares Inc. Class A | Add +0.4% | 0.07% | −0.01 |
| SHEL Shell PLC-ADR | Add +1.0% | 0.07% | −0.01 |
| DHR Danaher Corp. | Add +0.2% | 0.06% | −0.01 |
| AVUV Avantis US Small Cap Value | Add +0.5% | 0.15% | −0.01 |
| IVV iShares Core S&P 500 ETF | Add +2.7% | 1.15% | −0.02 |
| CVX Chevron Corp. | Add +1.7% | 0.10% | −0.03 |
| AVUS Avantis U.S. Equity ETF | Add +0.3% | 0.94% | −0.05 |
| IWV iShares Russell 3000 ETF | Add +0.3% | 1.76% | −0.07 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.1% | 1.01% | −0.12 |
| DFAT Dimensional US Target Value | Add +1.0% | 5.01% | −0.45 |
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 |