Triune Financial Partners, LLC Top Holdings and 13F Report (2025) About Triune Financial Partners, LLCInvestment ActivityTriune Financial Partners, LLC has $317.66 million in total holdings as of December 31, 2024.Triune Financial Partners, LLC owns shares of 37 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 2.62% of the portfolio was purchased this quarter.About 0.29% of the portfolio was sold this quarter.This quarter, Triune Financial Partners, LLC has purchased 33 new stocks and bought additional shares in 20 stocks.Triune Financial Partners, LLC sold shares of 8 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $128,478,581Dimensional World ex U.S. Core Equity 2 ETF $91,762,848Dimensional US Marketwide Value ETF $37,688,479Dimensional U.S. Targeted Value ETF $18,334,422Vanguard FTSE All-World ex-US ETF $12,389,485 Largest New Holdings this Quarter DIMENSIONAL ETF TRUST $538,646 HoldingVanguard Short-Term Corporate Bond ETF $373,122 HoldingCBRE Group $208,100 HoldingThe PNC Financial Services Group $206,067 HoldingVanguard Large-Cap ETF $201,794 Holding Largest Purchases this Quarter Dimensional World ex U.S. Core Equity 2 ETF 188,612 shares (about $4.69M)Dimensional US Marketwide Value ETF 18,044 shares (about $738.36K)DIMENSIONAL ETF TRUST 8,624 shares (about $538.65K)Vanguard Total Stock Market ETF 1,342 shares (about $388.94K)Vanguard Short-Term Corporate Bond ETF 4,783 shares (about $373.12K) Largest Sales this Quarter iShares Russell 3000 ETF 647 shares (about $216.27K)Dimensional National Municipal Bond ETF 2,897 shares (about $138.39K)Dimensional Core Fixed Income ETF 3,242 shares (about $133.79K)Exxon Mobil 571 shares (about $61.42K)iShares Core S&P 500 ETF 27 shares (about $15.90K) 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$128,478,581$370,874 ▲0.3%3,714,32740.4%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$91,762,848$4,688,894 ▲5.4%3,691,18528.9%ETFDFUVDimensional US Marketwide Value ETF$37,688,479$738,361 ▲2.0%921,02811.9%ETFDFATDimensional U.S. Targeted Value ETF$18,334,422$257,316 ▲1.4%329,4005.8%ETFVEUVanguard FTSE All-World ex-US ETF$12,389,485$176,995 ▲1.4%215,8073.9%ETFIWViShares Russell 3000 ETF$6,060,451$216,266 ▼-3.4%18,1311.9%ETFIVViShares Core S&P 500 ETF$3,851,953$15,895 ▼-0.4%6,5431.2%ETFVTVVanguard Value ETF$3,519,078$9,819 ▲0.3%20,7861.1%ETFAVUSAvantis U.S. Equity ETF$3,277,007$14,443 ▼-0.4%33,8081.0%ETFVBRVanguard Small-Cap Value ETF$1,883,698$14,071 ▼-0.7%9,5050.6%ETFBRK.BBerkshire Hathaway$1,287,315$141,423 ▲12.3%2,8400.4%FinanceVTIVanguard Total Stock Market ETF$876,128$388,939 ▲79.8%3,0230.3%ETFDFCFDimensional Core Fixed Income ETF$770,535$133,794 ▼-14.8%18,6710.2%ETFAVUVAvantis U.S. Small Cap Value ETF$569,501$290 ▲0.1%5,9000.2%ETFDIMENSIONAL ETF TRUST$538,646$538,646 ▲New Holding8,6240.2%WORLD EQUITY ETFSPYSPDR S&P 500 ETF Trust$525,113$1,758 ▲0.3%8960.2%FinanceLLYEli Lilly and Company$488,5010.0%6330.2%MedicalMSFTMicrosoft$408,776$13,907 ▼-3.3%9700.1%Computer and TechnologyJPMJPMorgan Chase & Co.$405,517$719 ▲0.2%1,6920.1%FinanceDFNMDimensional National Municipal Bond ETF$400,837$138,389 ▼-25.7%8,3910.1%ETFXOMExxon Mobil$386,396$61,423 ▼-13.7%3,5920.1%Oils/EnergyIBMInternational Business Machines$378,9870.0%1,7240.1%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$373,122$373,122 ▲New Holding4,7830.1%ETFCVXChevron$351,288$3,477 ▲1.0%2,4250.1%Oils/EnergyAMZNAmazon.com$279,942$4,388 ▲1.6%1,2760.1%Retail/WholesaleEQBKEquity Bancshares$279,068$976 ▲0.4%6,5790.1%FinanceDHRDanaher$268,535$230 ▲0.1%1,1700.1%MedicalVOOVanguard S&P 500 ETF$251,013$8,618 ▲3.6%4660.1%ETFAAPLApple$245,604$250 ▲0.1%9810.1%Computer and TechnologyMRKMerck & Co., Inc.$228,973$995 ▲0.4%2,3020.1%MedicalCBRECBRE Group$208,100$208,100 ▲New Holding1,5850.1%FinanceSHELShell$206,435$2,318 ▲1.1%3,2950.1%Oils/EnergyPNCThe PNC Financial Services Group$206,067$206,067 ▲New Holding1,0690.1%FinanceVVVanguard Large-Cap ETF$201,794$201,794 ▲New Holding7480.1%ETFCFFNCapitol Federal Financial$139,224$1,720 ▲1.3%23,5570.0%FinanceCMPCompass Minerals International$114,9830.0%10,2210.0%Basic MaterialsPOWWAMMO$22,4130.0%20,3750.0%Consumer DiscretionarySMBCSouthern Missouri Bancorp$0$327,529 ▼-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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
