Triune Financial Partners, LLC Top Holdings and 13F Report (2026) About Triune Financial Partners, LLCInvestment ActivityTriune Financial Partners, LLC has $420.52 million in total holdings as of March 31, 2026.Triune Financial Partners, LLC owns shares of 47 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 1.77% of the portfolio was purchased this quarter.About 0.35% of the portfolio was sold this quarter.This quarter, Triune Financial Partners, LLC has purchased 49 new stocks and bought additional shares in 29 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 $143,197,181Dimensional World ex U.S. Core Equity 2 ETF $123,311,093Dimensional US Marketwide Value ETF $46,347,401Dimensional U.S. Targeted Value ETF $22,213,414Vanguard FTSE All-World ex-US ETF $14,611,159 Largest Purchases this Quarter ONEOK 23,489 shares (about $2.12M)Dimensional U.S. Core Equity 2 ETF 54,526 shares (about $2.12M)Dimensional Core Fixed Income ETF 27,736 shares (about $1.17M)Dimensional US Marketwide Value ETF 8,783 shares (about $425.62K)Dimensional US Sustainability Core 1 ETF 8,998 shares (about $369.73K) Largest Sales this Quarter Vanguard FTSE All-World ex-US ETF 8,738 shares (about $656.22K)iShares Russell 3000 ETF 344 shares (about $127.52K)iShares Core S&P 500 ETF 160 shares (about $104.51K)Microsoft 88 shares (about $32.58K)JPMorgan Chase & Co. 100 shares (about $29.43K) 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$143,197,181$2,118,880 ▲1.5%3,684,95134.1%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$123,311,093$315,445 ▲0.3%3,630,00029.3%ETFDFUVDimensional US Marketwide Value ETF$46,347,401$425,624 ▲0.9%956,40511.0%ETFDFATDimensional U.S. Targeted Value ETF$22,213,414$230,690 ▲1.0%355,6995.3%ETFVEUVanguard FTSE All-World ex-US ETF$14,611,159$656,224 ▼-4.3%194,5563.5%ETFDFSUDimensional US Sustainability Core 1 ETF$11,575,606$369,728 ▲3.3%281,7132.8%ETFDIMENSIONAL ETF TRUST$10,658,799$98,128 ▲0.9%144,4672.5%WORLD EQUITY ETFIWViShares Russell 3000 ETF$6,438,868$127,517 ▼-1.9%17,3701.5%ETFDFCFDimensional Core Fixed Income ETF$5,144,077$1,171,012 ▲29.5%121,8401.2%ETFDFSIDimensional International Sustainability Core 1 ETF$4,676,126$23,405 ▲0.5%110,2861.1%ETFIVViShares Core S&P 500 ETF$4,219,786$104,515 ▼-2.4%6,4601.0%ETFVTVVanguard Value ETF$4,009,740$18,050 ▼-0.4%20,4371.0%ETFAVUSAvantis U.S. Equity ETF$3,625,026$7,894 ▲0.2%32,6050.9%ETFOKEONEOK$3,437,384$2,123,191 ▲161.6%38,0280.8%EnergyDFSEDimensional Emerging Markets Sustainability Core 1 ETF$1,919,664$6,610 ▲0.3%45,3070.5%ETFVBRVanguard Small-Cap Value ETF$1,869,845$20,421 ▼-1.1%8,6070.4%ETFBRK.BBerkshire Hathaway$1,322,113$1,917 ▲0.1%2,7590.3%FinanceDFNMDimensional National Municipal Bond ETF$1,113,768$248,090 ▲28.7%23,2370.3%ETFVTIVanguard Total Stock Market ETF$819,870$2,566 ▲0.3%2,5560.2%ETFSPYSPDR S&P 500 ETF Trust$789,5470.0%1,2140.2%FinanceAVUVAvantis U.S. Small Cap Value ETF$663,328$1,767 ▲0.3%6,0050.2%ETFXOMExxonMobil$613,953$1,018 ▲0.2%3,6190.1%EnergyCVXChevron$556,246$4,966 ▲0.9%2,6880.1%EnergyOGSONE Gas$544,214$291,356 ▲115.2%6,3190.1%UtilitiesDFAUDimensional US Core Equity Market ETF$524,1140.0%11,6160.1%ETFMSFTMicrosoft$467,946$32,579 ▼-6.5%1,2640.1%Computer and TechnologyLLYEli Lilly and Company$467,0350.0%5080.1%MedicalAAPLApple$449,818$254 ▲0.1%1,7720.1%Computer and TechnologyIBMInternational Business Machines$424,364$2,666 ▲0.6%1,7510.1%Computer and TechnologyJPMJPMorgan Chase & Co.$416,371$29,426 ▼-6.6%1,4150.1%FinanceGOOGLAlphabet$327,857$288 ▲0.1%1,1400.1%Computer and TechnologySHELShell$321,387$2,511 ▲0.8%3,4560.1%EnergyMRKMerck & Co., Inc.$298,7470.0%2,4840.1%MedicalEQUITY BANCSHARES INC$297,8480.0%6,7070.1%COM CL ADFSVDimensional US Small Cap Value ETF$281,8970.0%8,0450.1%ETFCAPITAL GROUP CONSERVATIVE E$271,1400.0%9,0960.1%SHSGOOGAlphabet$258,147$287 ▲0.1%9000.1%Computer and TechnologyNVDANVIDIA$249,8760.0%1,4330.1%Computer and TechnologyTSLATesla$244,3010.0%6570.1%Auto/Tires/TrucksJNJJohnson & Johnson$236,916$978 ▲0.4%9690.1%MedicalVVVanguard Large-Cap ETF$226,930$598 ▲0.3%7590.1%ETFDHRDanaher$223,4350.0%1,1780.1%MedicalPNCThe PNC Financial Services Group$219,625$1,457 ▲0.7%1,0550.1%FinanceVOOVanguard S&P 500 ETF$203,497$1,194 ▲0.6%3410.0%ETFAMZNAmazon.com$200,175$2,916 ▲1.5%9610.0%Retail/WholesaleCFFNCapitol Federal Financial$189,678$1,989 ▲1.1%26,6030.0%FinancePOWWOutdoor$40,9540.0%20,3750.0%AerospaceCMPCompass Minerals International$0$255,314 ▼-100.0%00.0%Basic MaterialsCBRECBRE Group$0$238,129 ▼-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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