Triune Financial Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 2, 2026), Triune Financial Partners, LLC reported 49 stock positions worth $427.8 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 34.5% of the portfolio, followed by Dimensional World Ex US Core (DFAX, 29.4%) and Dimensional US Marketwide Va (DFUV, 10.8%). Compared with Q3 2025, it opened 3 new positions, sold out of 1, added to 22 and reduced 17. The biggest buy was Dimensional Core Fixed (DFCF, shares +141%) and the biggest sale Dimensional US Core Equity 2 (DFAC, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- OVERLAND PARK, KS
- CIK
- 0002040393
- Portfolio Value
- $427.8M (Q4 2025)
- SEC Filing
- 0002040393-26-000001 ↗ filed Feb 2, 2026
Holdings Value
Holdings 49 stocks · $427.8M
| DFAC Dimensional US Core Equity 2 | 34.52% | 3,630,425 | $147.7M | Reduce -0.7% |
| DFAX Dimensional World Ex US Core | 29.37% | 3,620,714 | $125.6M | Reduce -1.6% |
| DFUV Dimensional US Marketwide Va | 10.82% | 947,622 | $46.3M | Add +0.6% |
| DFAT Dimensional US Target Value | 5.22% | 352,005 | $22.3M | Add +1.0% |
| VEU Vanguard Ftse All-World Ex-U | 3.69% | 203,294 | $15.8M | Reduce -2.6% |
| DFSU Dimensional US Sus CORE1 ETF | 2.81% | 272,715 | $12.0M | Reduce -0.1% |
| DFAW Dimensional World Eqty ETF | 2.56% | 143,137 | $11.0M | Add +0.8% |
| IWV iShares Russell 3000 ETF | 1.63% | 17,714 | $7.0M | Reduce -0.8% |
| DFSI Dimensional Int Sus COR1 ETF | 1.15% | 109,734 | $4.9M | Reduce -1.6% |
| IVV iShares Core S&P 500 ETF | 1.08% | 6,620 | $4.6M | Reduce -1.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.96% | 20,529 | $4.1M | Reduce -2.0% |
| DFCF Dimensional Core Fixed Inc. | 0.94% | 94,104 | $4.0M | Add +141.3% |
| AVUS Avantis U.S. Equity ETF | 0.88% | 32,534 | $3.8M | Reduce -4.6% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.47% | 45,151 | $2.0M | Reduce -2.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.45% | 8,701 | $1.9M | Reduce -4.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.31% | 2,755 | $1.3M | Reduce -4.2% |
| OKE Oneok Inc. | 0.27% | 14,539 | $1.2M | New |
| DFNM Dimensional National Muni BD | 0.20% | 18,061 | $876K | Add +91.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.20% | 2,548 | $868K | Add +0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.20% | 1,214 | $840K | Add +0.6% |
| AVUV Avantis US Small Cap Value | 0.15% | 5,989 | $654K | Add +0.2% |
| MSFT Microsoft Corp. | 0.14% | 1,352 | $582K | Add +19.2% |
| DFAU Dimensional US Core Equity M | 0.13% | 11,616 | $554K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 1,740 | $534K | Add +0.5% |
| LLY Eli Lilly & Co. | 0.12% | 508 | $527K | No change |
| XOM Exxon Mobil Corp. | 0.12% | 3,613 | $511K | Add +5.7% |
| CVX Chevron Corp. | 0.11% | 2,664 | $471K | Reduce -1.3% |
| JPM JPMorgan Chase & Co. | 0.11% | 1,515 | $464K | Reduce -4.0% |
| AAPL Apple Inc. | 0.11% | 1,771 | $459K | Reduce -31.3% |
| GOOGL Alphabet Inc. Class A | 0.09% | 1,139 | $385K | Add +6.3% |
| EQBK Equity Bancshares Inc. Class A | 0.07% | 6,707 | $309K | Add +0.8% |
| GOOG Alphabet Inc. Class C | 0.07% | 899 | $304K | No change |
| TSLA Tesla Inc. | 0.07% | 657 | $283K | No change |
| CGCV Cap Group Conservative Eq filed as CAPITAL GROUP CONSERVATIVE E | 0.07% | 9,096 | $283K | Add +0.8% |
| DFSV Dimensional US Small Cap Val | 0.07% | 8,045 | $283K | No change |
| MRK Merck & Co. Inc. | 0.06% | 2,484 | $274K | Add +1.7% |
| NVDA Nvidia Corp. | 0.06% | 1,433 | $274K | Add +3.4% |
| SHEL Shell PLC-ADR | 0.06% | 3,429 | $264K | Add +1.0% |
| DHR Danaher Corp. | 0.06% | 1,178 | $258K | Add +0.3% |
| CMP Compass Minerals Internation | 0.06% | 10,221 | $255K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.06% | 757 | $241K | Add +0.5% |
| CBRE CBRE Group Inc. Class A | 0.06% | 1,398 | $238K | Reduce -12.0% |
| PNC PNC Financial Services Group | 0.05% | 1,048 | $234K | Add +1.0% |
| OGS One Gas Inc. | 0.05% | 2,936 | $234K | New |
| AMZN Amazon.com Inc. | 0.05% | 947 | $227K | Reduce -12.1% |
| JNJ Johnson & Johnson | 0.05% | 965 | $219K | New |
| VOO Vanguard S&P 500 ETF | 0.05% | 339 | $216K | Add +0.3% |
| CFFN Capitol Federal Financial Inc. | 0.04% | 26,324 | $192K | Add +7.1% |
| POWW Outdoor Holding Co. | 0.01% | 20,375 | $33K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| DFAC Dimensional US Core Equity 2 | Reduce -0.7% | 34.52% | −1.01 |
| DFSU Dimensional US Sus CORE1 ETF | Reduce -0.1% | 2.81% | −0.11 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.08 |
| IWV iShares Russell 3000 ETF | Reduce -0.8% | 1.63% | −0.08 |
| IVV iShares Core S&P 500 ETF | Reduce -1.8% | 1.08% | −0.06 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -2.6% | 3.69% | −0.06 |
| AAPL Apple Inc. | Reduce -31.3% | 0.11% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.2% | 0.31% | −0.05 |
| AVUS Avantis U.S. Equity ETF | Reduce -4.6% | 0.88% | −0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -2.0% | 0.96% | −0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -4.4% | 0.45% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -4.0% | 0.11% | −0.02 |
| DFSE Dimensional Em Sus CORE1 ETF | Reduce -2.4% | 0.47% | −0.01 |
| CBRE CBRE Group Inc. Class A | Reduce -12.0% | 0.06% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -12.1% | 0.05% | −0.01 |
| DFSI Dimensional Int Sus COR1 ETF | Reduce -1.6% | 1.15% | −0.00 |
| CVX Chevron Corp. | Reduce -1.3% | 0.11% | +0.00 |
| DFAX Dimensional World Ex US Core | Reduce -1.6% | 29.37% | +0.27 |
Portfolio Buys Q3 2025 → Q4 2025
| DFCF Dimensional Core Fixed Inc. | Add +141.3% | 0.94% | +0.52 |
| OKE Oneok Inc. | New | 0.27% | +0.27 |
| DFUV Dimensional US Marketwide Va | Add +0.6% | 10.82% | +0.22 |
| DFAT Dimensional US Target Value | Add +1.0% | 5.22% | +0.11 |
| DFNM Dimensional National Muni BD | Add +91.3% | 0.20% | +0.09 |
| OGS One Gas Inc. | New | 0.05% | +0.05 |
| JNJ Johnson & Johnson | New | 0.05% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +6.3% | 0.09% | +0.02 |
| XOM Exxon Mobil Corp. | Add +5.7% | 0.12% | +0.02 |
| MRK Merck & Co. Inc. | Add +1.7% | 0.06% | +0.01 |
| CFFN Capitol Federal Financial Inc. | Add +7.1% | 0.04% | +0.01 |
| EQBK Equity Bancshares Inc. Class A | Add +0.8% | 0.07% | +0.00 |
| AVUV Avantis US Small Cap Value | Add +0.2% | 0.15% | +0.00 |
| PNC PNC Financial Services Group | Add +1.0% | 0.05% | +0.00 |
| IBM Intl Business Machines Corp. | Add +0.5% | 0.12% | +0.00 |
| DHR Danaher Corp. | Add +0.3% | 0.06% | +0.00 |
| SHEL Shell PLC-ADR | Add +1.0% | 0.06% | +0.00 |
| NVDA Nvidia Corp. | Add +3.4% | 0.06% | −0.00 |
| VOO Vanguard S&P 500 ETF | Add +0.3% | 0.05% | −0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +0.5% | 0.06% | −0.00 |
| CGCV Cap Group Conservative Eq | Add +0.8% | 0.07% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.6% | 0.20% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.4% | 0.20% | −0.01 |
| DFAW Dimensional World Eqty ETF | Add +0.8% | 2.56% | −0.01 |
| MSFT Microsoft Corp. | Add +19.2% | 0.14% | −0.01 |
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 |