Triune Financial Partners, Llc Portfolio Stock Holdings
Triune Financial Partners, Llc disclosed 47 stock positions valued at approximately $420.5 million in its latest SEC 13F filing. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST. The filing reflects positions held as of March 31, 2026 and was filed on April 30, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 47
- Portfolio Value
- $420.5M
Holdings by Sector
Triune Financial Partners, Llc Portfolio Holdings in Q1 2026
46 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 34.05% | 3,684,951 | +54,526 | +1.50% | $143,197,181 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 29.32% | 3,630,000 | +9,286 | +0.26% | $123,311,093 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 11.02% | 956,405 | +8,783 | +0.93% | $46,347,401 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 5.28% | 355,699 | +3,694 | +1.05% | $22,213,414 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 3.47% | 194,556 | -8,738 | -4.30% | $14,611,159 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 2.75% | 281,713 | +8,998 | +3.30% | $11,575,606 |
| DIMENSIONAL ETF TRUST | DFAW | Other | 2.53% | 144,467 | +1,330 | +0.93% | $10,658,799 |
| ISHARES TR | IWV | Other | 1.53% | 17,370 | -344 | -1.94% | $6,438,868 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 1.22% | 121,840 | +27,736 | +29.47% | $5,144,077 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 1.11% | 110,286 | +552 | +0.50% | $4,676,126 |
| ISHARES TR | IVV | Other | 1.00% | 6,460 | -160 | -2.42% | $4,219,786 |
| VANGUARD INDEX FDS | VTV | Other | 0.95% | 20,437 | -92 | -0.45% | $4,009,740 |
| AMERICAN CENTY ETF TR | AVUS | Other | 0.86% | 32,605 | +71 | +0.22% | $3,625,026 |
| ONEOK INC NEW | OKE | Energy | 0.82% | 38,028 | +23,489 | +161.56% | $3,437,384 |
| DIMENSIONAL ETF TRUST | DFSE | Other | 0.46% | 45,307 | +156 | +0.35% | $1,919,664 |
| VANGUARD INDEX FDS | VBR | Other | 0.44% | 8,607 | -94 | -1.08% | $1,869,845 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.31% | 2,759 | +4 | +0.15% | $1,322,113 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 0.26% | 23,237 | +5,176 | +28.66% | $1,113,768 |
| VANGUARD INDEX FDS | VTI | Other | 0.19% | 2,556 | +8 | +0.31% | $819,870 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.19% | 1,214 | - | - | $789,547 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.16% | 6,005 | +16 | +0.27% | $663,328 |
| EXXON MOBIL CORP | XOM | Energy | 0.15% | 3,619 | +6 | +0.17% | $613,953 |
| CHEVRON CORPORATION | CVX | Energy | 0.13% | 2,688 | +24 | +0.90% | $556,246 |
| ONE GAS INC | OGS | Utilities | 0.13% | 6,319 | +3,383 | +115.22% | $544,214 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 0.12% | 11,616 | - | - | $524,114 |
| MICROSOFT CORP | MSFT | Technology | 0.11% | 1,264 | -88 | -6.51% | $467,946 |
| ELI LILLY & CO | LLY | Healthcare | 0.11% | 508 | - | - | $467,035 |
| APPLE INC | AAPL | Technology | 0.11% | 1,772 | +1 | +0.06% | $449,818 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.10% | 1,751 | +11 | +0.63% | $424,364 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.10% | 1,415 | -100 | -6.60% | $416,371 |
| ALPHABET INC | GOOGL | Communication Services | 0.08% | 1,140 | +1 | +0.09% | $327,857 |
| SHELL PLC | SHEL | Energy | 0.08% | 3,456 | +27 | +0.79% | $321,387 |
| MERCK & CO INC | MRK | Healthcare | 0.07% | 2,484 | - | - | $298,747 |
| EQUITY BANCSHARES INC | EQBK | Financial Services | 0.07% | 6,707 | - | - | $297,848 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.07% | 8,045 | - | - | $281,897 |
| ALPHABET INC | GOOG | Communication Services | 0.06% | 900 | +1 | +0.11% | $258,147 |
| NVIDIA CORPORATION | NVDA | Technology | 0.06% | 1,433 | - | - | $249,876 |
| TESLA INC | TSLA | Consumer Cyclical | 0.06% | 657 | - | - | $244,301 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.06% | 969 | +4 | +0.41% | $236,916 |
| VANGUARD INDEX FDS | VV | Other | 0.05% | 759 | +2 | +0.26% | $226,930 |
| DANAHER CORP DEL | DHR | Healthcare | 0.05% | 1,178 | - | - | $223,435 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 0.05% | 1,055 | +7 | +0.67% | $219,625 |
| VANGUARD INDEX FDS | VOO | Other | 0.05% | 341 | +2 | +0.59% | $203,497 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.05% | 961 | +14 | +1.48% | $200,175 |
| CAPITOL FED FINL INC | CFFN | Financial Services | 0.05% | 26,603 | +279 | +1.06% | $189,678 |
| OUTDOOR HOLDING CO | POWW | Industrials | 0.01% | 20,375 | - | - | $40,954 |