Triune Financial Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 16, 2025), Triune Financial Partners, LLC reported 47 stock positions worth $397.0 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 35.5% of the portfolio, followed by Dimensional World Ex US Core (DFAX, 29.1%) and Dimensional US Marketwide Va (DFUV, 10.6%). Compared with Q2 2025, it opened 5 new positions, added to 24 and reduced 10. The biggest buy was Dimensional Core Fixed (DFCF, shares +151%) and the biggest sale Dimensional World Eqty ETF (DFAW, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- OVERLAND PARK, KS
- CIK
- 0002040393
- Portfolio Value
- $397.0M (Q3 2025)
- SEC Filing
- 0002040393-25-000007 ↗ filed Oct 16, 2025
Holdings Value
Holdings 47 stocks · $397.0M
| DFAC Dimensional US Core Equity 2 | 35.53% | 3,656,877 | $141.0M | Add +1.9% |
| DFAX Dimensional World Ex US Core | 29.10% | 3,680,826 | $115.5M | Add +1.4% |
| DFUV Dimensional US Marketwide Va | 10.60% | 941,843 | $42.1M | Add +3.5% |
| DFAT Dimensional US Target Value | 5.11% | 348,377 | $20.3M | Add +3.3% |
| VEU Vanguard Ftse All-World Ex-U | 3.75% | 208,692 | $14.9M | Reduce -0.5% |
| DFSU Dimensional US Sus CORE1 ETF | 2.92% | 273,057 | $11.6M | Reduce -2.2% |
| DFAW Dimensional World Eqty ETF | 2.57% | 142,058 | $10.2M | Reduce -3.0% |
| IWV iShares Russell 3000 ETF | 1.70% | 17,851 | $6.8M | Reduce -2.0% |
| DFSI Dimensional Int Sus COR1 ETF | 1.15% | 111,467 | $4.6M | Reduce -1.7% |
| IVV iShares Core S&P 500 ETF | 1.14% | 6,738 | $4.5M | Add +0.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.98% | 20,956 | $3.9M | Add +0.5% |
| AVUS Avantis U.S. Equity ETF | 0.93% | 34,108 | $3.7M | Add +0.3% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.48% | 46,246 | $1.9M | Reduce -1.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.48% | 9,099 | $1.9M | Reduce -0.0% |
| DFCF Dimensional Core Fixed Inc. | 0.42% | 38,996 | $1.7M | Add +151.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.36% | 2,875 | $1.4M | Add +0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.21% | 2,537 | $833K | Add +3.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.20% | 1,207 | $804K | Add +0.3% |
| AAPL Apple Inc. | 0.17% | 2,576 | $656K | Add +35.4% |
| AVUV Avantis US Small Cap Value | 0.15% | 5,978 | $595K | Add +0.5% |
| MSFT Microsoft Corp. | 0.15% | 1,134 | $587K | Reduce -1.9% |
| DFAU Dimensional US Core Equity M | 0.13% | 11,616 | $532K | No change |
| JPM JPMorgan Chase & Co. | 0.13% | 1,579 | $498K | Reduce -2.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 1,731 | $488K | Add +0.1% |
| DFNM Dimensional National Muni BD | 0.11% | 9,440 | $453K | Add +57.8% |
| CVX Chevron Corp. | 0.11% | 2,699 | $419K | Add +4.0% |
| LLY Eli Lilly & Co. | 0.10% | 508 | $387K | No change |
| XOM Exxon Mobil Corp. | 0.10% | 3,419 | $386K | Add +0.4% |
| NFLX Netflix Inc. | 0.08% | 281 | $337K | New |
| TSLA Tesla Inc. | 0.07% | 657 | $292K | No change |
| CGCV Cap Group Conservative Eq filed as CAPITAL GROUP CONSERVATIVE E | 0.07% | 9,028 | $272K | No change |
| EQBK Equity Bancshares Inc. Class A | 0.07% | 6,653 | $271K | Add +0.4% |
| GOOGL Alphabet Inc. Class A | 0.07% | 1,071 | $260K | New |
| NVDA Nvidia Corp. | 0.07% | 1,386 | $259K | Add +0.9% |
| DFSV Dimensional US Small Cap Val | 0.06% | 8,045 | $256K | No change |
| CBRE CBRE Group Inc. Class A | 0.06% | 1,589 | $250K | No change |
| SHEL Shell PLC-ADR | 0.06% | 3,395 | $243K | Add +1.0% |
| AMZN Amazon.com Inc. | 0.06% | 1,077 | $237K | Add +0.5% |
| DHR Danaher Corp. | 0.06% | 1,175 | $233K | Add +0.2% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.06% | 753 | $232K | Add +0.3% |
| GOOG Alphabet Inc. Class C | 0.06% | 899 | $219K | New |
| PNC PNC Financial Services Group | 0.05% | 1,038 | $209K | Reduce -4.6% |
| VOO Vanguard S&P 500 ETF | 0.05% | 338 | $207K | New |
| MRK Merck & Co. Inc. | 0.05% | 2,442 | $205K | New |
| CMP Compass Minerals Internation | 0.05% | 10,221 | $196K | No change |
| CFFN Capitol Federal Financial Inc. | 0.04% | 24,585 | $156K | Add +1.4% |
| POWW Outdoor Holding Co. | 0.01% | 20,375 | $30K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| DFAW Dimensional World Eqty ETF | Reduce -3.0% | 2.57% | −0.13 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.5% | 3.75% | −0.13 |
| DFSU Dimensional US Sus CORE1 ETF | Reduce -2.2% | 2.92% | −0.09 |
| DFSI Dimensional Int Sus COR1 ETF | Reduce -1.7% | 1.15% | −0.08 |
| IWV iShares Russell 3000 ETF | Reduce -2.0% | 1.70% | −0.06 |
| DFSE Dimensional Em Sus CORE1 ETF | Reduce -1.8% | 0.48% | −0.01 |
| MSFT Microsoft Corp. | Reduce -1.9% | 0.15% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.0% | 0.48% | −0.01 |
| PNC PNC Financial Services Group | Reduce -4.6% | 0.05% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -2.0% | 0.13% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| DFCF Dimensional Core Fixed Inc. | Add +151.3% | 0.42% | +0.24 |
| DFAC Dimensional US Core Equity 2 | Add +1.9% | 35.53% | +0.15 |
| DFAT Dimensional US Target Value | Add +3.3% | 5.11% | +0.10 |
| NFLX Netflix Inc. | New | 0.08% | +0.08 |
| GOOGL Alphabet Inc. Class A | New | 0.07% | +0.07 |
| AAPL Apple Inc. | Add +35.4% | 0.17% | +0.06 |
| GOOG Alphabet Inc. Class C | New | 0.06% | +0.06 |
| VOO Vanguard S&P 500 ETF | New | 0.05% | +0.05 |
| MRK Merck & Co. Inc. | New | 0.05% | +0.05 |
| DFNM Dimensional National Muni BD | Add +57.8% | 0.11% | +0.04 |
| DFUV Dimensional US Marketwide Va | Add +3.5% | 10.60% | +0.01 |
| NVDA Nvidia Corp. | Add +0.9% | 0.07% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.0% | 0.21% | +0.00 |
| CVX Chevron Corp. | Add +4.0% | 0.11% | +0.00 |
| AVUV Avantis US Small Cap Value | Add +0.5% | 0.15% | +0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +0.3% | 0.06% | −0.00 |
| CFFN Capitol Federal Financial Inc. | Add +1.4% | 0.04% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.3% | 0.20% | −0.00 |
| XOM Exxon Mobil Corp. | Add +0.4% | 0.10% | −0.00 |
| SHEL Shell PLC-ADR | Add +1.0% | 0.06% | −0.00 |
| DHR Danaher Corp. | Add +0.2% | 0.06% | −0.01 |
| AMZN Amazon.com Inc. | Add +0.5% | 0.06% | −0.01 |
| EQBK Equity Bancshares Inc. Class A | Add +0.4% | 0.07% | −0.01 |
| AVUS Avantis U.S. Equity ETF | Add +0.3% | 0.93% | −0.01 |
| IVV iShares Core S&P 500 ETF | Add +0.3% | 1.14% | −0.01 |
| IBM Intl Business Machines Corp. | Add +0.1% | 0.12% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.1% | 0.36% | −0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.5% | 0.98% | −0.03 |
| DFAX Dimensional World Ex US Core | Add +1.4% | 29.10% | −0.26 |
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 |