Triune Financial Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 30, 2026), Triune Financial Partners, LLC reported 47 stock positions worth $420.5 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 34.1% of the portfolio, followed by Dimensional World Ex US Core (DFAX, 29.3%) and Dimensional US Marketwide Va (DFUV, 11.0%). Compared with Q4 2025, it sold out of 2, added to 29 and reduced 7. The biggest buy was Oneok (OKE, shares +162%) and the biggest sale Vanguard Ftse All-World Ex-U (VEU, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- OVERLAND PARK, KS
- CIK
- 0002040393
- Portfolio Value
- $420.5M (Q1 2026)
- SEC Filing
- 0002040393-26-000002 ↗ filed Apr 30, 2026
Holdings Value
Holdings 47 stocks · $420.5M
| DFAC Dimensional US Core Equity 2 | 34.05% | 3,684,951 | $143.2M | Add +1.5% |
| DFAX Dimensional World Ex US Core | 29.32% | 3,630,000 | $123.3M | Add +0.3% |
| DFUV Dimensional US Marketwide Va | 11.02% | 956,405 | $46.3M | Add +0.9% |
| DFAT Dimensional US Target Value | 5.28% | 355,699 | $22.2M | Add +1.1% |
| VEU Vanguard Ftse All-World Ex-U | 3.47% | 194,556 | $14.6M | Reduce -4.3% |
| DFSU Dimensional US Sus CORE1 ETF | 2.75% | 281,713 | $11.6M | Add +3.3% |
| DFAW Dimensional World Eqty ETF | 2.53% | 144,467 | $10.7M | Add +0.9% |
| IWV iShares Russell 3000 ETF | 1.53% | 17,370 | $6.4M | Reduce -1.9% |
| DFCF Dimensional Core Fixed Inc. | 1.22% | 121,840 | $5.1M | Add +29.5% |
| DFSI Dimensional Int Sus COR1 ETF | 1.11% | 110,286 | $4.7M | Add +0.5% |
| IVV iShares Core S&P 500 ETF | 1.00% | 6,460 | $4.2M | Reduce -2.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.95% | 20,437 | $4.0M | Reduce -0.5% |
| AVUS Avantis U.S. Equity ETF | 0.86% | 32,605 | $3.6M | Add +0.2% |
| OKE Oneok Inc. | 0.82% | 38,028 | $3.4M | Add +161.6% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.46% | 45,307 | $1.9M | Add +0.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.44% | 8,607 | $1.9M | Reduce -1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.31% | 2,759 | $1.3M | Add +0.1% |
| DFNM Dimensional National Muni BD | 0.26% | 23,237 | $1.1M | Add +28.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.20% | 2,556 | $820K | Add +0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.19% | 1,214 | $790K | No change |
| AVUV Avantis US Small Cap Value | 0.16% | 6,005 | $663K | Add +0.3% |
| XOM Exxon Mobil Corp. | 0.15% | 3,619 | $614K | Add +0.2% |
| CVX Chevron Corp. | 0.13% | 2,688 | $556K | Add +0.9% |
| OGS One Gas Inc. | 0.13% | 6,319 | $544K | Add +115.2% |
| DFAU Dimensional US Core Equity M | 0.12% | 11,616 | $524K | No change |
| MSFT Microsoft Corp. | 0.11% | 1,264 | $468K | Reduce -6.5% |
| LLY Eli Lilly & Co. | 0.11% | 508 | $467K | No change |
| AAPL Apple Inc. | 0.11% | 1,772 | $450K | Add +0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 1,751 | $424K | Add +0.6% |
| JPM JPMorgan Chase & Co. | 0.10% | 1,415 | $416K | Reduce -6.6% |
| GOOGL Alphabet Inc. Class A | 0.08% | 1,140 | $328K | Add +0.1% |
| SHEL Shell PLC-ADR | 0.08% | 3,456 | $321K | Add +0.8% |
| MRK Merck & Co. Inc. | 0.07% | 2,484 | $299K | No change |
| EQBK Equity Bancshares Inc. Class A | 0.07% | 6,707 | $298K | No change |
| DFSV Dimensional US Small Cap Val | 0.07% | 8,045 | $282K | No change |
| CGCV Cap Group Conservative Eq filed as CAPITAL GROUP CONSERVATIVE E | 0.06% | 9,096 | $271K | No change |
| GOOG Alphabet Inc. Class C | 0.06% | 900 | $258K | Add +0.1% |
| NVDA Nvidia Corp. | 0.06% | 1,433 | $250K | No change |
| TSLA Tesla Inc. | 0.06% | 657 | $244K | No change |
| JNJ Johnson & Johnson | 0.06% | 969 | $237K | Add +0.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.05% | 759 | $227K | Add +0.3% |
| DHR Danaher Corp. | 0.05% | 1,178 | $223K | No change |
| PNC PNC Financial Services Group | 0.05% | 1,055 | $220K | Add +0.7% |
| VOO Vanguard S&P 500 ETF | 0.05% | 341 | $203K | Add +0.6% |
| AMZN Amazon.com Inc. | 0.05% | 961 | $200K | Add +1.5% |
| CFFN Capitol Federal Financial Inc. | 0.05% | 26,603 | $190K | Add +1.1% |
| POWW Outdoor Holding Co. | 0.01% | 20,375 | $41K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| VEU Vanguard Ftse All-World Ex-U | Reduce -4.3% | 3.47% | −0.22 |
| IWV iShares Russell 3000 ETF | Reduce -1.9% | 1.53% | −0.09 |
| IVV iShares Core S&P 500 ETF | Reduce -2.4% | 1.00% | −0.07 |
| CMP Compass Minerals Internation | Sold out | 0.00% | −0.06 |
| CBRE CBRE Group Inc. Class A | Sold out | 0.00% | −0.06 |
| MSFT Microsoft Corp. | Reduce -6.5% | 0.11% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -6.6% | 0.10% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -1.1% | 0.44% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.5% | 0.95% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| OKE Oneok Inc. | Add +161.6% | 0.82% | +0.55 |
| DFCF Dimensional Core Fixed Inc. | Add +29.5% | 1.22% | +0.29 |
| DFUV Dimensional US Marketwide Va | Add +0.9% | 11.02% | +0.20 |
| OGS One Gas Inc. | Add +115.2% | 0.13% | +0.07 |
| DFAT Dimensional US Target Value | Add +1.1% | 5.28% | +0.06 |
| DFNM Dimensional National Muni BD | Add +28.7% | 0.26% | +0.06 |
| XOM Exxon Mobil Corp. | Add +0.2% | 0.15% | +0.03 |
| CVX Chevron Corp. | Add +0.9% | 0.13% | +0.02 |
| SHEL Shell PLC-ADR | Add +0.8% | 0.08% | +0.01 |
| JNJ Johnson & Johnson | Add +0.4% | 0.06% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.1% | 0.31% | +0.01 |
| AVUV Avantis US Small Cap Value | Add +0.3% | 0.16% | +0.00 |
| CFFN Capitol Federal Financial Inc. | Add +1.1% | 0.05% | +0.00 |
| AAPL Apple Inc. | Add +0.1% | 0.11% | −0.00 |
| VOO Vanguard S&P 500 ETF | Add +0.6% | 0.05% | −0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +0.3% | 0.05% | −0.00 |
| PNC PNC Financial Services Group | Add +0.7% | 0.05% | −0.00 |
| AMZN Amazon.com Inc. | Add +1.5% | 0.05% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.3% | 0.20% | −0.01 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 0.06% | −0.01 |
| DFSE Dimensional Em Sus CORE1 ETF | Add +0.3% | 0.46% | −0.01 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 0.08% | −0.01 |
| AVUS Avantis U.S. Equity ETF | Add +0.2% | 0.86% | −0.02 |
| IBM Intl Business Machines Corp. | Add +0.6% | 0.10% | −0.02 |
| DFAW Dimensional World Eqty ETF | Add +0.9% | 2.53% | −0.03 |
| DFSI Dimensional Int Sus COR1 ETF | Add +0.5% | 1.11% | −0.03 |
| DFAX Dimensional World Ex US Core | Add +0.3% | 29.32% | −0.04 |
| DFSU Dimensional US Sus CORE1 ETF | Add +3.3% | 2.75% | −0.06 |
| DFAC Dimensional US Core Equity 2 | Add +1.5% | 34.05% | −0.47 |
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 |