Triune Financial Partners, LLC Top Holdings and 13F Report (2023) About Triune Financial Partners, LLCInvestment ActivityTriune Financial Partners, LLC has $318.58 million in total holdings as of September 30, 2023.Triune Financial Partners, LLC owns shares of 33 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 2.66% of the portfolio was purchased this quarter.About 0.15% of the portfolio was sold this quarter.This quarter, Triune Financial Partners, LLC has purchased 33 new stocks and bought additional shares in 18 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 $126,996,612Dimensional World ex U.S. Core Equity 2 ETF $94,604,489Dimensional US Marketwide Value ETF $37,645,395Dimensional U.S. Targeted Value ETF $18,067,357Vanguard FTSE All-World ex-US ETF $13,401,627 Largest Purchases this Quarter Dimensional World ex U.S. Core Equity 2 ETF 151,248 shares (about $4.09M)Dimensional U.S. Core Equity 2 ETF 71,989 shares (about $2.47M)Dimensional US Marketwide Value ETF 31,861 shares (about $1.33M)Dimensional U.S. Targeted Value ETF 9,539 shares (about $530.65K)iShares Russell 3000 ETF 62 shares (about $20.26K) Largest Sales this Quarter Vanguard Value ETF 777 shares (about $135.64K)Vanguard S&P 500 ETF 168 shares (about $88.65K)Vanguard Small-Cap Value ETF 370 shares (about $74.29K)Vanguard FTSE All-World ex-US ETF 694 shares (about $43.72K)Avantis U.S. Equity ETF 403 shares (about $38.35K) 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$126,996,612$2,468,503 ▲2.0%3,703,60539.9%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$94,604,489$4,085,208 ▲4.5%3,502,57329.7%ETFDFUVDimensional US Marketwide Value ETF$37,645,395$1,328,285 ▲3.7%902,98411.8%ETFDFATDimensional U.S. Targeted Value ETF$18,067,357$530,655 ▲3.0%324,7775.7%ETFVEUVanguard FTSE All-World ex-US ETF$13,401,627$43,722 ▼-0.3%212,7244.2%ETFIWViShares Russell 3000 ETF$6,135,247$20,257 ▲0.3%18,7781.9%ETFIVViShares Core S&P 500 ETF$3,789,589$3,461 ▼-0.1%6,5701.2%ETFVTVVanguard Value ETF$3,618,446$135,639 ▼-3.6%20,7281.1%ETFAVUSAvantis U.S. Equity ETF$3,231,056$38,346 ▼-1.2%33,9571.0%ETFVBRVanguard Small-Cap Value ETF$1,922,758$74,292 ▼-3.7%9,5760.6%ETFBRK.BBerkshire Hathaway$1,163,537$23,013 ▼-1.9%2,5280.4%FinanceDFCFDimensional Core Fixed Income ETF$946,422$6,954 ▲0.7%21,9130.3%ETFAVUVAvantis U.S. Small Cap Value ETF$565,846$26,867 ▼-4.5%5,8970.2%ETFLLYEli Lilly and Company$560,5990.0%6330.2%MedicalDFNMDimensional National Municipal Bond ETF$547,904$3,640 ▲0.7%11,2880.2%ETFSPYSPDR S&P 500 ETF Trust$512,516$1,722 ▲0.3%8930.2%FinanceXOMExxon Mobil$487,944$19,457 ▼-3.8%4,1630.2%Oils/EnergyVTIVanguard Total Stock Market ETF$475,855$1,415 ▲0.3%1,6810.1%ETFMSFTMicrosoft$431,626$861 ▲0.2%1,0030.1%Computer and TechnologyIBMInternational Business Machines$381,1420.0%1,7240.1%Computer and TechnologyJPMJPMorgan Chase & Co.$356,143$633 ▲0.2%1,6890.1%FinanceCVXChevron$353,543$3,828 ▲1.1%2,4010.1%Oils/EnergySMBCSouthern Missouri Bancorp$327,5290.0%5,7980.1%FinanceDHRDanaher$324,893$556 ▲0.2%1,1690.1%Multi-Sector ConglomeratesEQBKEquity Bancshares$267,999$858 ▲0.3%6,5560.1%FinanceMRKMerck & Co., Inc.$260,224$1,590 ▲0.6%2,2920.1%MedicalVOOVanguard S&P 500 ETF$237,445$88,646 ▼-27.2%4500.1%ETFAMZNAmazon.com$234,030$20,310 ▼-8.0%1,2560.1%Retail/WholesaleAAPLApple$228,266$233 ▲0.1%9800.1%Computer and TechnologySHELShell$214,874$2,110 ▲1.0%3,2580.1%Oils/EnergyCFFNCapitol Federal Financial$135,875$1,910 ▲1.4%23,2660.0%FinanceCMPCompass Minerals International$122,8530.0%10,2210.0%Basic MaterialsPOWWAMMO$29,1360.0%20,3750.0%Consumer DiscretionaryShowing 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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