Triune Financial Partners, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Triune Financial Partners, LLC 13F Holdings
CIK 0002040393 · OVERLAND PARK, KS
As of Sep 30, 2025, Triune Financial Partners, LLC reported
47 positions worth $397.0M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 3,656,877 |
|
41.0M35.53% |
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | DFAX | — | 3,680,826 |
15.5M | 29.10% |
| DIMENSIONAL US MARKETWIDE VALUE ETF | DFUV | — | 941,843 | $42.1M | 10.60% |
| DIMENSIONAL US TARGETED VALUE ETF | DFAT | — | 348,377 | $20.3M | 5.11% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 208,692 |
4.9M | 3.75% |
| DIMENSIONAL ETF TRUST | DFSU | — | 273,057 |
1.6M | 2.92% |
| DIMENSIONAL WORLD EQUITY ETF | DFAW | — | 142,058 |
0.2M | 2.57% |
| ISHARES RUSSELL 3000 ETF | IWV | — | 17,851 | $6.8M | 1.70% |
| DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | DFSI | — | 111,467 | $4.6M | 1.15% |
| ISHARES CORE S&P 500 ETF | IVV | — | 6,738 | $4.5M | 1.14% |
| VANGUARD VALUE INDEX FUND | VTV | — | 20,956 | $3.9M | 0.98% |
| AVANTIS US EQUITY ETF | AVUS | — | 34,108 | $3.7M | 0.93% |
| DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF | DFSE | — | 46,246 |
.9M | 0.48% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 9,099 |
.9M | 0.48% |
| DIMENSIONAL CORE FIXED INCOME ETF | DFCF | — | 38,996 |
.7M | 0.42% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 2,875 |
.4M | 0.36% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 2,537 | $832.7K | 0.21% |
| SPDR S&P 500 ETF TRUST | SPY | — | 1,207 | $804.3K | 0.20% |
| APPLE INC | AAPL | Technology | 2,576 | $656.0K | 0.17% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 5,978 | $595.0K | 0.15% |
| MICROSOFT CORP | MSFT | Technology | 1,134 | $587.2K | 0.15% |
| DIMENSIONAL US CORE EQUITY MARKET ETF | DFAU | — | 11,616 | $531.5K | 0.13% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1,579 | $498.2K | 0.13% |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | Technology | 1,731 | $488.4K | 0.12% |
| DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | DFNM | — | 9,440 | $452.9K | 0.11% |