Triune Financial Partners, LLC Top Holdings and 13F Report (2025) About Triune Financial Partners, LLCInvestment ActivityTriune Financial Partners, LLC has $396.99 million in total holdings as of September 30, 2025.Triune Financial Partners, LLC owns shares of 47 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 2.27% of the portfolio was purchased this quarter.About 0.24% of the portfolio was sold this quarter.This quarter, Triune Financial Partners, LLC has purchased 42 new stocks and bought additional shares in 24 stocks.Triune Financial Partners, LLC sold shares of 10 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $141,045,730Dimensional World ex U.S. Core Equity 2 ETF $115,504,317Dimensional US Marketwide Value ETF $42,090,964Dimensional U.S. Targeted Value ETF $20,279,040Vanguard FTSE All-World ex-US ETF $14,894,384 Largest New Holdings this Quarter 64110L106 - Netflix $336,897 Holding02079K305 - Alphabet $260,293 Holding02079K107 - Alphabet $218,883 Holding922908363 - Vanguard S&P 500 ETF $206,719 Holding58933Y105 - Merck & Co., Inc. $204,977 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 69,849 shares (about $2.69M)Dimensional World ex U.S. Core Equity 2 ETF 49,674 shares (about $1.56M)Dimensional US Marketwide Value ETF 31,928 shares (about $1.43M)Dimensional Core Fixed Income ETF 23,480 shares (about $1.00M)Dimensional U.S. Targeted Value ETF 11,189 shares (about $651.31K) Largest Sales this Quarter DIMENSIONAL ETF TRUST 4,435 shares (about $318.70K)Dimensional US Sustainability Core 1 ETF 6,140 shares (about $260.78K)iShares Russell 3000 ETF 372 shares (about $140.97K)Dimensional International Sustainability Core 1 ETF 1,975 shares (about $80.88K)Vanguard FTSE All-World ex-US ETF 1,043 shares (about $74.44K) 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$141,045,730$2,694,076 ▲1.9%3,656,87735.5%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$115,504,317$1,558,770 ▲1.4%3,680,82629.1%ETFDFUVDimensional US Marketwide Value ETF$42,090,964$1,426,862 ▲3.5%941,84310.6%ETFDFATDimensional U.S. Targeted Value ETF$20,279,040$651,312 ▲3.3%348,3775.1%ETFVEUVanguard FTSE All-World ex-US ETF$14,894,384$74,439 ▼-0.5%208,6923.8%ETFDFSUDimensional US Sustainability Core 1 ETF$11,597,450$260,782 ▼-2.2%273,0572.9%ETFDIMENSIONAL ETF TRUST$10,208,296$318,699 ▼-3.0%142,0582.6%WORLD EQUITY ETFIWViShares Russell 3000 ETF$6,764,530$140,967 ▼-2.0%17,8511.7%ETFDFSIDimensional International Sustainability Core 1 ETF$4,564,603$80,877 ▼-1.7%111,4671.1%ETFIVViShares Core S&P 500 ETF$4,509,449$14,054 ▲0.3%6,7381.1%ETFVTVVanguard Value ETF$3,908,115$18,649 ▲0.5%20,9561.0%ETFAVUSAvantis U.S. Equity ETF$3,707,522$9,566 ▲0.3%34,1080.9%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$1,900,233$35,008 ▼-1.8%46,2460.5%ETFVBRVanguard Small-Cap Value ETF$1,899,094$835 ▼0.0%9,0990.5%ETFDFCFDimensional Core Fixed Income ETF$1,667,478$1,004,010 ▲151.3%38,9960.4%ETFBRK.BBerkshire Hathaway$1,445,378$1,005 ▲0.1%2,8750.4%FinanceVTIVanguard Total Stock Market ETF$832,715$24,617 ▲3.0%2,5370.2%ETFSPYSPDR S&P 500 ETF Trust$804,296$1,999 ▲0.2%1,2070.2%FinanceAAPLApple$655,951$171,372 ▲35.4%2,5760.2%Computer and TechnologyAVUVAvantis U.S. Small Cap Value ETF$594,997$2,687 ▲0.5%5,9780.1%ETFMSFTMicrosoft$587,155$11,391 ▼-1.9%1,1340.1%Computer and TechnologyDFAUDimensional US Core Equity Market ETF$531,5480.0%11,6160.1%ETFJPMJPMorgan Chase & Co.$498,162$10,096 ▼-2.0%1,5790.1%FinanceIBMInternational Business Machines$488,419$282 ▲0.1%1,7310.1%Computer and TechnologyDFNMDimensional National Municipal Bond ETF$452,934$165,820 ▲57.8%9,4400.1%ETFCVXChevron$419,105$16,149 ▲4.0%2,6990.1%EnergyLLYEli Lilly and Company$387,4310.0%5080.1%MedicalXOMExxon Mobil$385,532$1,579 ▲0.4%3,4190.1%EnergyNFLXNetflix$336,897$336,897 ▲New Holding2810.1%Consumer DiscretionaryTSLATesla$292,2540.0%6570.1%Auto/Tires/TrucksCAPITAL GROUP CONSERVATIVE E$271,8330.0%9,0280.1%SHSEQBKEquity Bancshares$270,759$977 ▲0.4%6,6530.1%FinanceGOOGLAlphabet$260,293$260,293 ▲New Holding1,0710.1%Computer and TechnologyNVDANVIDIA$258,533$2,425 ▲0.9%1,3860.1%Computer and TechnologyDFSVDimensional US Small Cap Value ETF$256,1530.0%8,0450.1%ETFCBRECBRE Group$250,3700.0%1,5890.1%FinanceSHELShell$242,839$2,432 ▲1.0%3,3950.1%EnergyAMZNAmazon.com$236,506$1,098 ▲0.5%1,0770.1%Retail/WholesaleDHRDanaher$232,956$397 ▲0.2%1,1750.1%MedicalVVVanguard Large-Cap ETF$231,845$616 ▲0.3%7530.1%ETFGOOGAlphabet$218,883$218,883 ▲New Holding8990.1%Computer and TechnologyPNCThe PNC Financial Services Group$208,642$10,050 ▼-4.6%1,0380.1%FinanceVOOVanguard S&P 500 ETF$206,719$206,719 ▲New Holding3380.1%ETFMRKMerck & Co., Inc.$204,977$204,977 ▲New Holding2,4420.1%MedicalCMPCompass Minerals International$196,2380.0%10,2210.0%Basic MaterialsCFFNCapitol Federal Financial$156,112$2,146 ▲1.4%24,5850.0%FinancePOWWOutdoor$30,1550.0%20,3750.0%AerospaceShowing 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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