Triune Financial Partners, LLC 13F Holdings · Q2 2026
Triune Financial Partners, LLC reported 49 securities worth $478.88M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DFAC (34.97%), DFAX (28.41%), DFUV (11.28%). Among its top 25 positions this quarter: 18 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $167.5M | 34.97% | 3.8M | Added |
| 2 | DFAX | DIMENSIONAL ETF TRUST | $136.0M | 28.41% | 3.7M | Added |
| 3 | DFUV | DIMENSIONAL ETF TRUST | $54.0M | 11.28% | 981,939 | Added |
| 4 | DFAT | DIMENSIONAL ETF TRUST | $25.6M | 5.35% | 366,685 | Added |
| 5 | VEU | VANGUARD INTL EQUITY INDEX F | $16.2M | 3.38% | 193,062 | Trimmed |
| 6 | DFSU | DIMENSIONAL ETF TRUST | $13.1M | 2.74% | 281,794 | Added |
| 7 | DFAW | DIMENSIONAL ETF TRUST | $12.2M | 2.56% | 147,925 | Added |
| 8 | DFCF | DIMENSIONAL ETF TRUST | $8.2M | 1.72% | 195,428 | Added |
| 9 | IWV | ISHARES TR | $7.4M | 1.55% | 17,410 | Added |
| 10 | DFSI | DIMENSIONAL ETF TRUST | $5.0M | 1.05% | 111,174 | Added |
| 11 | IVV | ISHARES TR | $4.8M | 1.00% | 6,421 | Trimmed |
| 12 | VTV | VANGUARD INDEX FDS | $4.5M | 0.93% | 20,451 | Added |
| 13 | AVUS | AMERICAN CENTY ETF TR | $4.1M | 0.86% | 31,971 | Trimmed |
| 14 | DFSE | DIMENSIONAL ETF TRUST | $2.2M | 0.45% | 44,576 | Trimmed |
| 15 | VBR | VANGUARD INDEX FDS | $2.1M | 0.44% | 8,696 | Added |
| 16 | DFNM | DIMENSIONAL ETF TRUST | $1.7M | 0.35% | 34,227 | Added |
| 17 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.3M | 0.28% | 2,633 | Trimmed |
| 18 | VTI | VANGUARD INDEX FDS | $954,670 | 0.20% | 2,580 | Added |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $908,780 | 0.19% | 1,217 | Added |
| 20 | AAPL | APPLE INC | $728,008 | 0.15% | 2,516 | Added |
| 21 | AVUV | AMERICAN CENTY ETF TR | $738,102 | 0.15% | 5,916 | Trimmed |
| 22 | DFAU | DIMENSIONAL ETF TRUST | $600,431 | 0.13% | 11,616 | Hold |
| 23 | LLY | ELI LILLY & CO | $617,435 | 0.13% | 515 | Added |
| 24 | MSFT | MICROSOFT CORP | $513,091 | 0.11% | 1,376 | Added |
| 25 | GOOG | ALPHABET INC | $484,211 | 0.10% | 1,370 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR