Triune Financial Partners, LLC Top Holdings and 13F Report (2025) About Triune Financial Partners, LLCInvestment ActivityTriune Financial Partners, LLC has $314.90 million in total holdings as of March 31, 2025.Triune Financial Partners, LLC owns shares of 37 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 0.76% of the portfolio was purchased this quarter.About 1.01% of the portfolio was sold this quarter.This quarter, Triune Financial Partners, LLC has purchased 37 new stocks and bought additional shares in 25 stocks.Triune Financial Partners, LLC sold shares of 7 stocks and completely divested from 2 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $120,495,761Dimensional World ex U.S. Core Equity 2 ETF $96,925,251Dimensional US Marketwide Value ETF $37,847,984Dimensional U.S. Targeted Value ETF $17,183,758Vanguard FTSE All-World ex-US ETF $12,874,120 Largest New Holdings this Quarter 02079K305 - Alphabet $233,364 Holding02079K107 - Alphabet $213,186 Holding Largest Purchases this Quarter DIMENSIONAL ETF TRUST 9,159 shares (about $561.27K)Alphabet 1,509 shares (about $233.36K)Dimensional U.S. Targeted Value ETF 4,330 shares (about $222.95K)Exxon Mobil 1,825 shares (about $217.03K)Dimensional World ex U.S. Core Equity 2 ETF 8,252 shares (about $216.20K) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 61,833 shares (about $2.04M)Vanguard FTSE All-World ex-US ETF 3,573 shares (about $216.74K)Vanguard Total Stock Market ETF 549 shares (about $150.90K)Dimensional US Marketwide Value ETF 2,611 shares (about $107.60K)Vanguard Small-Cap Value ETF 294 shares (about $54.77K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTriune Financial Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$120,495,761$2,039,870 ▼-1.7%3,652,49438.3%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$96,925,251$216,202 ▲0.2%3,699,43730.8%ETFDFUVDimensional US Marketwide Value ETF$37,847,984$107,599 ▼-0.3%918,41712.0%ETFDFATDimensional U.S. Targeted Value ETF$17,183,758$222,952 ▲1.3%333,7305.5%ETFVEUVanguard FTSE All-World ex-US ETF$12,874,120$216,738 ▼-1.7%212,2344.1%ETFIWViShares Russell 3000 ETF$5,773,231$13,976 ▲0.2%18,1751.8%ETFIVViShares Core S&P 500 ETF$3,674,615$1,686 ▼0.0%6,5401.2%ETFVTVVanguard Value ETF$3,564,699$25,911 ▼-0.7%20,6361.1%ETFAVUSAvantis U.S. Equity ETF$3,133,012$9,792 ▲0.3%33,9141.0%ETFVBRVanguard Small-Cap Value ETF$1,715,848$54,767 ▼-3.1%9,2110.5%ETFBRK.BBerkshire Hathaway$1,530,635$18,108 ▲1.2%2,8740.5%FinanceDIMENSIONAL ETF TRUST$1,089,753$561,269 ▲106.2%17,7830.3%WORLD EQUITY ETFDFCFDimensional Core Fixed Income ETF$790,980$5,678 ▲0.7%18,8060.3%ETFVTIVanguard Total Stock Market ETF$679,999$150,897 ▼-18.2%2,4740.2%ETFXOMExxon Mobil$644,193$217,030 ▲50.8%5,4170.2%EnergyLLYEli Lilly and Company$551,521$28,897 ▲5.5%6680.2%MedicalAVUVAvantis U.S. Small Cap Value ETF$516,238$1,918 ▲0.4%5,9220.2%ETFSPYSPDR S&P 500 ETF Trust$502,818$1,678 ▲0.3%8990.2%FinanceMSFTMicrosoft$502,539$138,489 ▲38.0%1,3390.2%Computer and TechnologyJPMJPMorgan Chase & Co.$486,925$71,874 ▲17.3%1,9850.2%FinanceAAPLApple$433,227$215,280 ▲98.8%1,9500.1%Computer and TechnologyIBMInternational Business Machines$428,6900.0%1,7240.1%Computer and TechnologyCVXChevron$426,725$21,077 ▲5.2%2,5510.1%EnergyDFNMDimensional National Municipal Bond ETF$401,433$2,283 ▲0.6%8,4390.1%ETFAMZNAmazon.com$298,137$55,366 ▲22.8%1,5670.1%Retail/WholesaleVVVanguard Large-Cap ETF$288,943$96,657 ▲50.3%1,1240.1%ETFEQBKEquity Bancshares$260,102$906 ▲0.3%6,6020.1%FinanceVOOVanguard S&P 500 ETF$245,427$6,161 ▲2.6%4780.1%ETFSHELShell$243,850$2,418 ▲1.0%3,3280.1%EnergyDHRDanaher$240,104$205 ▲0.1%1,1710.1%MedicalMRKMerck & Co., Inc.$234,761$28,100 ▲13.6%2,6150.1%MedicalGOOGLAlphabet$233,364$233,364 ▲New Holding1,5090.1%Computer and TechnologyGOOGAlphabet$213,186$213,186 ▲New Holding1,3650.1%Computer and TechnologyCBRECBRE Group$207,423$131 ▲0.1%1,5860.1%FinanceCFFNCapitol Federal Financial$133,791$1,870 ▲1.4%23,8910.0%FinanceCMPCompass Minerals International$94,9510.0%10,2210.0%Basic MaterialsPOWWAMMO$28,1180.0%20,3750.0%Consumer DiscretionaryVCSHVanguard Short-Term Corporate Bond ETF$0$373,122 ▼-100.0%00.0%ETFPNCThe PNC Financial Services Group$0$206,067 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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