Triune Financial Partners, LLC — 13F Holdings

2026 Q3  ·  52 Positions

2026 Q3 Portfolio Activity

In 2026 Q3, Triune Financial Partners, LLC maintained a portfolio of 52 distinct positions. The most significant new addition was DIMENSIONAL ETF TRUST, now representing 0.10% of the total fund value. They heavily accumulated shares in DIMENSIONAL ETF TRUST, increasing the position by 32.0%.
Position History hover any row below to update
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PCA Score Concentration Risk
Risk ENB
Total Positions
52
Quarter
2026 Q3
Top Holding
DFAC (34.8%)
Top 10 Concentration
92.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 52

Triune Financial Partners, LLC Full Holdings List — 2026 Q3

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
DFAC
DIMENSIONAL ETF...
ETF 34.83% 34.97% #1
Prev: #1
6.5
—
61,808 1.6%
P
S
3,837,021 $170,555,575
$34.17 +33.2%
$44.45 +2.4%
2024 Q3 13F Filing 2026-09-30 2026-11-03
DFAX
DIMENSIONAL ETF...
ETF 28.52% 28.41% #2
Prev: #2
6.0
—
79,034 2.1%
P
S
3,771,775 $139,631,100 2024 Q3 13F Filing 2026-09-30 2026-11-03
DFUV
DIMENSIONAL ETF...
ETF 11.11% 11.28% #3
Prev: #3
5.5
—
6,747 0.7%
P
S
988,686 $54,377,725 2024 Q3 13F Filing 2026-09-30 2026-11-03
DFAT
DIMENSIONAL ETF...
ETF 5.05% 5.35% #4
Prev: #4
3.0
—
5,600 1.5%
P
S
372,285 $24,734,590 2024 Q3 13F Filing 2026-09-30 2026-11-03
VEU
VANGUARD INTL E...
ETF 3.22% 3.38% #5
Prev: #5
2.3
—
-2,880 -1.5%
P
S
190,182 $15,779,427 2024 Q3 13F Filing 2026-09-30 2026-11-03
DFSU
DIMENSIONAL ETF...
ETF 2.75% 2.74% #6
Prev: #6
1.6
—
3,603 1.3%
P
S
285,397 $13,462,190 2025 Q2 13F Filing 2026-09-30 2026-11-03
DFAW
DIMENSIONAL ETF...
ETF 2.58% 2.56% #7
Prev: #7
1.5
—
5,781 3.9%
P
S
153,706 $12,651,511 2024 Q4 13F Filing 2026-09-30 2026-11-03
DFCF
DIMENSIONAL ETF...
ETF 2.11% 1.72% #8
Prev: #8
3.3
—
62,575 32.0%
P
S
258,003 $10,351,078 2024 Q3 13F Filing 2026-09-30 2026-11-03
IWV
ISHARES TR
ETF 1.54% 1.55% #9
Prev: #9
1.1
—
40 0.2%
P
S
17,450 $7,532,470 2024 Q3 13F Filing 2026-09-30 2026-11-03
DFSI
DIMENSIONAL ETF...
Bond/Debt 1.04% 1.05% #10
Prev: #10
0.9
—
1,902 1.7%
P
S
113,076 $5,107,625 2025 Q2 13F Filing 2026-09-30 2026-11-03
IVV
ISHARES TR
ETF 1.01% 1.00% #11
Prev: #11
0.9
—
18 0.3%
P
S
6,439 $4,931,588 2024 Q3 13F Filing 2026-09-30 2026-11-03
VTV
VANGUARD INDEX ...
ETF 0.88% 0.93% #12
Prev: #12
0.9
—
-410 -2.0%
P
S
20,041 $4,330,408 2024 Q3 13F Filing 2026-09-30 2026-11-03
AVUS
AMERICAN CENTY ...
ETF 0.84% 0.86% #13
Prev: #13
0.8
—
73 0.2%
P
S
32,044 $4,104,559 2024 Q3 13F Filing 2026-09-30 2026-11-03
DFSE
DIMENSIONAL ETF...
ETF 0.45% 0.45% #14
Prev: #14
0.7
—
1,002 2.2%
P
S
45,578 $2,203,711 2025 Q2 13F Filing 2026-09-30 2026-11-03
VBR
VANGUARD INDEX ...
ETF 0.40% 0.44% #15
Prev: #15
0.7
—
-146 -1.7%
P
S
8,550 $1,975,404 2024 Q3 13F Filing 2026-09-30 2026-11-03
DFNM
DIMENSIONAL ETF...
ETF 0.39% 0.35% #16
Prev: #16
2.2
—
6,761 19.8%
P
S
40,988 $1,886,658 2024 Q3 13F Filing 2026-09-30 2026-11-03
AAPL
APPLE INC
Technology 0.28% 0.15% #17 4
Prev: #21
3.1
—
1,530 60.8%
P
S
4,046 $1,347,445 2024 Q4 13F Filing 2026-09-30 2026-11-03
BRK/B
BERKSHIRE HATHA...
Financial Services 0.27% 0.28% #18 1
Prev: #17
0.6
—
22 0.8%
P
S
2,655 $1,322,057 2024 Q3 13F Filing 2026-09-30 2026-11-03
VTI
VANGUARD INDEX ...
ETF 0.20% 0.20% #19 1
Prev: #18
0.6
—
6 0.2%
P
S
2,586 $967,955 2024 Q3 13F Filing 2026-09-30 2026-11-03
SPY
STATE STR SPDR ...
ETF 0.19% 0.19% #20 1
Prev: #19
0.6
—
3 0.2%
P
S
1,220 $930,471 2024 Q3 13F Filing 2026-09-30 2026-11-03
NVDA
NVIDIA CORPORAT...
Technology 0.16% 0.08% #21 10
Prev: #31
3.1
—
1,641 87.7%
P
S
3,512 $802,180 2025 Q2 13F Filing 2026-09-30 2026-11-03
MSFT
MICROSOFT CORP
Technology 0.15% 0.11% #22 2
Prev: #24
2.1
—
75 5.5%
P
S
1,451 $743,979 2024 Q3 13F Filing 2026-09-30 2026-11-03
AVUV
AMERICAN CENTY ...
ETF 0.14% 0.15% #23 3
Prev: #20
0.6
—
20 0.3%
P
S
5,936 $699,088 2024 Q3 13F Filing 2026-09-30 2026-11-03
DFAU
DIMENSIONAL ETF...
ETF 0.12% 0.13% #24 1
Prev: #23
1.0
—
no change no change
P
S
11,616 $608,214 2025 Q2 13F Filing 2026-09-30 2026-11-03
LLY
ELI LILLY & CO
Healthcare 0.12% 0.13% #25 3
Prev: #22
0.5
—
9 1.7%
P
S
524 $606,048 2024 Q3 13F Filing 2026-09-30 2026-11-03
XOM
EXXONMOBIL HOLD...
Energy 0.12% 0.10% #26 1
Prev: #25
0.5
—
43 1.2%
P
S
3,704 $602,863 2024 Q3 13F Filing 2026-09-30 2026-11-03
CVX
CHEVRON CORPORA...
Energy 0.12% 0.09% #27 2
Prev: #29
0.5
—
29 1.1%
P
S
2,760 $563,677 2024 Q3 13F Filing 2026-09-30 2026-11-03
DFIC
DIMENSIONAL ETF...
Bond/Debt 0.10% — #28
Prev: #—
3.5
—
13,184 —
NEW
13,184 $495,850 2026 Q3 13F Filing 2026-09-30 2026-11-03
GOOG
ALPHABET INC
Communication Services 0.10% 0.10% #29 2
Prev: #27
0.5
—
46 3.4%
P
S
1,416 $482,582 2025 Q1 13F Filing 2026-09-30 2026-11-03
JPM
JPMORGAN CHASE ...
Financial Services 0.10% 0.10% #30 2
Prev: #28
0.5
—
10 0.7%
P
S
1,410 $466,338 2024 Q3 13F Filing 2026-09-30 2026-11-03
GOOGL
ALPHABET INC
Communication Services 0.09% 0.09% #31 1
Prev: #30
0.5
—
30 2.4%
P
S
1,272 $437,823 2025 Q1 13F Filing 2026-09-30 2026-11-03
IBM
INTERNATIONAL B...
Technology 0.08% 0.10% #32 6
Prev: #26
0.5
—
23 1.3%
P
S
1,791 $393,891 2024 Q3 13F Filing 2026-09-30 2026-11-03
DFLV
DIMENSIONAL ETF...
ETF 0.08% — #33
Prev: #—
3.5
—
9,719 —
NEW
9,719 $390,412 2026 Q3 13F Filing 2026-09-30 2026-11-03
MRK
MERCK & CO INC
Healthcare 0.08% 0.07% #34 1
Prev: #35
0.5
—
28 1.1%
P
S
2,554 $371,152 2024 Q3 13F Filing 2026-09-30 2026-11-03
AMZN
AMAZON COM INC
Consumer Cyclical 0.07% 0.07% #35 1
Prev: #34
2.0
—
86 6.3%
P
S
1,457 $363,044 2024 Q4 13F Filing 2026-09-30 2026-11-03
SHEL
SHELL PLC
Energy 0.07% 0.06% #36 2
Prev: #38
0.5
—
29 0.8%
P
S
3,520 $334,551 2024 Q4 13F Filing 2026-09-30 2026-11-03
DFEM
DIMENSIONAL ETF...
ETF 0.07% — #37
Prev: #—
3.5
—
8,205 —
NEW
8,205 $325,903 2026 Q3 13F Filing 2026-09-30 2026-11-03
EQBK
EQUITY BANCSHAR...
Financial Services 0.07% 0.07% #38 5
Prev: #33
0.5
—
25 0.4%
P
S
6,758 $318,572 2024 Q4 13F Filing 2026-09-30 2026-11-03
DFSV
DFA INVT DIMENS...
Unknown 0.06% 0.07% #39 3
Prev: #36
1.0
—
no change no change
P
S
8,045 $301,446 2025 Q2 13F Filing 2026-09-30 2026-11-03
CGCV
CAPITAL GROUP C...
Unknown 0.06% 0.06% #40 3
Prev: #37
0.5
—
33 0.4%
P
S
9,169 $294,133 2025 Q2 13F Filing 2026-09-30 2026-11-03
TSLA
TESLA INC
Consumer Cyclical 0.06% 0.07% #41 9
Prev: #32
0.5
—
17 2.1%
P
S
825 $292,776 2025 Q2 13F Filing 2026-09-30 2026-11-03
JNJ
JOHNSON & JOHNS...
Healthcare 0.06% 0.05% #42 1
Prev: #41
0.5
—
37 3.7%
P
S
1,035 $273,963 2025 Q4 13F Filing 2026-09-30 2026-11-03
VV
VANGUARD INDEX ...
ETF 0.05% 0.05% #43 3
Prev: #40
0.5
—
2 0.3%
P
S
763 $268,613 2024 Q4 13F Filing 2026-09-30 2026-11-03
DHR
DANAHER CORP DE...
Healthcare 0.05% 0.05% #44 1
Prev: #45
0.5
—
4 0.3%
P
S
1,189 $263,318 2024 Q3 13F Filing 2026-09-30 2026-11-03
VOO
VANGUARD INDEX ...
ETF 0.05% 0.05% #45 1
Prev: #44
0.5
—
1 0.3%
P
S
331 $232,230 2024 Q3 13F Filing 2026-09-30 2026-11-03
IWM
ISHARES TR
ETF 0.05% 0.05% #46 3
Prev: #43
2.0
—
59 7.8%
P
S
818 $227,424 2026 Q2 13F Filing 2026-09-30 2026-11-03
CFFN
CAPITOL FED FIN...
Financial Services 0.05% 0.05% #47 5
Prev: #42
0.5
—
256 1.0%
P
S
27,142 $223,925 2024 Q3 13F Filing 2026-09-30 2026-11-03
POWW
OUTDOOR HOLDING...
Industrials 0.01% 0.01% #48 1
Prev: #49
1.0
—
no change no change
P
S
20,375 $45,844 2024 Q3 13F Filing 2026-09-30 2026-11-03
HONA
HONEYWELL AEROS...
Industrials 0.00% 0.04%
Sold All 😨
(Was: #48)
0.0
—
-957 -100.0%
CLOSED
— $— 2026 Q2 13F Filing 2026-09-30 2026-11-03
HON
HONEYWELL INTL ...
Industrials 0.00% 0.04%
Sold All 😨
(Was: #47)
0.0
—
-958 -100.0%
CLOSED
— $— 2026 Q2 13F Filing 2026-09-30 2026-11-03
Showing 1-50 of 52 holdings

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