Triune Financial Partners, LLC Top Holdings and 13F Report (2025) About Triune Financial Partners, LLCInvestment ActivityTriune Financial Partners, LLC has $363.33 million in total holdings as of June 30, 2025.Triune Financial Partners, LLC owns shares of 42 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 7.72% of the portfolio was purchased this quarter.About 1.89% of the portfolio was sold this quarter.This quarter, Triune Financial Partners, LLC has purchased 37 new stocks and bought additional shares in 15 stocks.Triune Financial Partners, LLC sold shares of 16 stocks and completely divested from 4 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $128,559,072Dimensional World ex U.S. Core Equity 2 ETF $106,646,943Dimensional US Marketwide Value ETF $38,471,224Dimensional U.S. Targeted Value ETF $18,194,680Vanguard FTSE All-World ex-US ETF $14,098,360 Largest New Holdings this Quarter 25434V716 - Dimensional US Sustainability Core 1 ETF $10,958,489 Holding25434V690 - Dimensional International Sustainability Core 1 ETF $4,470,742 Holding25434V682 - Dimensional Emerging Markets Sustainability Core 1 ETF $1,792,548 Holding25434V104 - Dimensional US Core Equity Market ETF $492,054 Holding14020U100 - CAPITAL GROUP CONSERVATIVE E $258,201 Holding Largest Purchases this Quarter Dimensional US Sustainability Core 1 ETF 279,197 shares (about $10.96M)DIMENSIONAL ETF TRUST 128,710 shares (about $8.63M)Dimensional International Sustainability Core 1 ETF 113,442 shares (about $4.47M)Dimensional Emerging Markets Sustainability Core 1 ETF 47,098 shares (about $1.79M)Dimensional US Core Equity Market ETF 11,616 shares (about $492.05K) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 65,466 shares (about $2.35M)Dimensional World ex U.S. Core Equity 2 ETF 68,285 shares (about $2.01M)Dimensional US Marketwide Value ETF 8,502 shares (about $359.46K)Exxon Mobil 2,012 shares (about $216.87K)Vanguard FTSE All-World ex-US ETF 2,499 shares (about $167.98K) 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$128,559,072$2,346,301 ▼-1.8%3,587,02835.4%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$106,646,943$2,005,531 ▼-1.8%3,631,15229.4%ETFDFUVDimensional US Marketwide Value ETF$38,471,224$359,465 ▼-0.9%909,91510.6%ETFDFATDimensional U.S. Targeted Value ETF$18,194,680$186,594 ▲1.0%337,1885.0%ETFVEUVanguard FTSE All-World ex-US ETF$14,098,360$167,982 ▼-1.2%209,7353.9%ETFDFSUDimensional US Sustainability Core 1 ETF$10,958,489$10,958,489 ▲New Holding279,1973.0%ETFDIMENSIONAL ETF TRUST$9,826,780$8,633,893 ▲723.8%146,4932.7%WORLD EQUITY ETFIWViShares Russell 3000 ETF$6,396,223$16,848 ▲0.3%18,2231.8%ETFDFSIDimensional International Sustainability Core 1 ETF$4,470,742$4,470,742 ▲New Holding113,4421.2%ETFIVViShares Core S&P 500 ETF$4,170,831$109,906 ▲2.7%6,7171.1%ETFVTVVanguard Value ETF$3,686,134$38,883 ▲1.1%20,8561.0%ETFAVUSAvantis U.S. Equity ETF$3,429,849$10,687 ▲0.3%34,0200.9%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$1,792,548$1,792,548 ▲New Holding47,0980.5%ETFVBRVanguard Small-Cap Value ETF$1,775,258$21,062 ▼-1.2%9,1030.5%ETFBRK.BBerkshire Hathaway$1,395,617$486 ▼0.0%2,8730.4%FinanceVTIVanguard Total Stock Market ETF$748,265$3,647 ▼-0.5%2,4620.2%ETFSPYSPDR S&P 500 ETF Trust$743,892$188,444 ▲33.9%1,2040.2%FinanceDFCFDimensional Core Fixed Income ETF$655,723$139,039 ▼-17.5%15,5160.2%ETFMSFTMicrosoft$575,108$91,042 ▼-13.7%1,1560.2%Computer and TechnologyAVUVAvantis U.S. Small Cap Value ETF$542,116$2,642 ▲0.5%5,9510.1%ETFIBMInternational Business Machines$509,969$1,769 ▲0.3%1,7300.1%Computer and TechnologyDFAUDimensional US Core Equity Market ETF$492,054$492,054 ▲New Holding11,6160.1%ETFJPMJPMorgan Chase & Co.$467,026$108,422 ▼-18.8%1,6110.1%FinanceLLYEli Lilly and Company$395,825$124,669 ▼-24.0%5080.1%MedicalAAPLApple$390,352$9,641 ▼-2.4%1,9030.1%Computer and TechnologyCVXChevron$371,520$6,299 ▲1.7%2,5950.1%EnergyXOMExxon Mobil$367,026$216,874 ▼-37.1%3,4050.1%EnergyDFNMDimensional National Municipal Bond ETF$283,815$116,438 ▼-29.1%5,9840.1%ETFEQBKEquity Bancshares$270,459$1,102 ▲0.4%6,6290.1%FinanceCAPITAL GROUP CONSERVATIVE E$258,201$258,201 ▲New Holding9,0280.1%SHSDFSVDimensional US Small Cap Value ETF$236,764$236,764 ▲New Holding8,0450.1%ETFSHELShell$236,679$2,324 ▲1.0%3,3610.1%EnergyAMZNAmazon.com$235,186$108,598 ▼-31.6%1,0720.1%Retail/WholesaleDHRDanaher$231,745$395 ▲0.2%1,1730.1%MedicalCBRECBRE Group$222,657$420 ▲0.2%1,5890.1%FinanceNVDANVIDIA$216,945$216,945 ▲New Holding1,3730.1%Computer and TechnologyVVVanguard Large-Cap ETF$214,218$106,396 ▼-33.2%7510.1%ETFTSLATesla$208,755$208,755 ▲New Holding6570.1%Auto/Tires/TrucksCMPCompass Minerals International$205,3350.0%10,2210.1%Basic MaterialsPNCThe PNC Financial Services Group$202,743$202,743 ▲New Holding1,0880.1%FinanceCFFNCapitol Federal Financial$147,905$2,172 ▲1.5%24,2470.0%FinancePOWWOutdoor$26,0800.0%20,3750.0%AerospaceVOOVanguard S&P 500 ETF$0$245,427 ▼-100.0%00.0%ETFMRKMerck & Co., Inc.$0$234,761 ▼-100.0%00.0%MedicalGOOGLAlphabet$0$233,364 ▼-100.0%00.0%Computer and TechnologyGOOGAlphabet$0$213,186 ▼-100.0%00.0%Computer and TechnologyShowing 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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