Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Triune Financial Partners, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Triune Financial Partners, LLC (CIK 2040393) reported $420.5M across 47 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($143.2M, 34.05%), DFAX ($123.3M, 29.32%), DFUV ($46.3M, 11.02%), DFAT ($22.2M, 5.28%), VEU ($14.6M, 3.47%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1DFACDIMENSIONAL ETF TRUST$143.2M34.05%3.7MAdded
2DFAXDIMENSIONAL ETF TRUST$123.3M29.32%3.6MAdded
3DFUVDIMENSIONAL ETF TRUST$46.3M11.02%956,405Added
4DFATDIMENSIONAL ETF TRUST$22.2M5.28%355,699Added
5VEUVANGUARD INTL EQUITY INDEX F$14.6M3.47%194,556Trimmed
6DFSUDIMENSIONAL ETF TRUST$11.6M2.75%281,713Added
7DFAWDIMENSIONAL ETF TRUST$10.7M2.53%144,467Added
8IWVISHARES TR$6.4M1.53%17,370Trimmed
9DFCFDIMENSIONAL ETF TRUST$5.1M1.22%121,840Added
10DFSIDIMENSIONAL ETF TRUST$4.7M1.11%110,286Added
11IVVISHARES TR$4.2M1.00%6,460Trimmed
12VTVVANGUARD INDEX FDS$4.0M0.95%20,437Trimmed
13AVUSAMERICAN CENTY ETF TR$3.6M0.86%32,605Added
14OKEONEOK INC NEW$3.4M0.82%38,028Added
15DFSEDIMENSIONAL ETF TRUST$1.9M0.46%45,307Added
16VBRVANGUARD INDEX FDS$1.9M0.44%8,607Trimmed
17BRK/BBERKSHIRE HATHAWAY INC DEL$1.3M0.31%2,759Added
18DFNMDIMENSIONAL ETF TRUST$1.1M0.26%23,237Added
19SPYSTATE STR SPDR S&P 500 ETF T$789,5470.19%1,214Hold
20VTIVANGUARD INDEX FDS$819,8700.19%2,556Added
21AVUVAMERICAN CENTY ETF TR$663,3280.16%6,005Added
22XOMEXXON MOBIL CORP$613,9530.15%3,619Added
23OGSONE GAS INC$544,2140.13%6,319Added
24CVXCHEVRON CORPORATION$556,2460.13%2,688Added
25DFAUDIMENSIONAL ETF TRUST$524,1140.12%11,616Hold

Source: SEC Form 13F filings · as of 2026-03-31