Triune Financial Partners, LLC
48 holdingsFiling period: 2026-03-31Current AUM: $469.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 3.68M | $143.2M | $163.9M | 34.90% | +54.5K | 2026-03-31 |
| 2 | DFAX | DIMENSIONAL ETF TRUST | 3.63M | $123.3M | $132.5M | 28.21% | +9.3K | 2026-03-31 |
| 3 | DFUV | DIMENSIONAL ETF TRUST | 956.4K | $46.3M | $53.2M | 11.32% | +8.8K | 2026-03-31 |
| 4 | DFAT | DIMENSIONAL ETF TRUST | 355.7K | $22.2M | $25.2M | 5.36% | +3.7K | 2026-03-31 |
| 5 | VEU | VANGUARD INTL EQUITY INDEX F | 194.6K | $14.6M | $16.1M | 3.43% | -8,738 | 2026-03-31 |
| 6 | DFSU | DIMENSIONAL ETF TRUST | 281.7K | $11.6M | $13.3M | 2.83% | +9.0K | 2026-03-31 |
| 7 | DFAW | DIMENSIONAL ETF TRUST | 144.5K | $10.7M | $12.0M | 2.55% | +1.3K | 2026-03-31 |
| 8 | IWV | ISHARES TR | 17.4K | $6.4M | $7.4M | 1.57% | -344 | 2026-03-31 |
| 9 | DFCF | DIMENSIONAL ETF TRUST | 121.8K | $5.1M | $5.1M | 1.08% | +27.7K | 2026-03-31 |
| 10 | DFSI | DIMENSIONAL ETF TRUST | 110.3K | $4.7M | $5.1M | 1.08% | +552 | 2026-03-31 |
| 11 | IVV | ISHARES TR | 6.5K | $4.2M | $4.8M | 1.03% | -160 | 2026-03-31 |
| 12 | VTV | VANGUARD INDEX FDS | 20.4K | $4.0M | $4.5M | 0.96% | -92 | 2026-03-31 |
| 13 | AVUS | AMERICAN CENTY ETF TR | 32.6K | $3.6M | $4.2M | 0.89% | +71 | 2026-03-31 |
| 14 | OKE | ONEOK INC NEW | 38.0K | $3.4M | $3.5M | 0.74% | +23.5K | 2026-03-31 |
| 15 | DFSE | DIMENSIONAL ETF TRUST | 45.3K | $1.9M | $2.1M | 0.44% | +156 | 2026-03-31 |
| 16 | VBR | VANGUARD INDEX FDS | 8.6K | $1.9M | $2.1M | 0.45% | -94 | 2026-03-31 |
| 17 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 2.8K | $1.3M | $1.3M | 0.28% | +4 | 2026-03-31 |
| 18 | DFNM | DIMENSIONAL ETF TRUST | 23.2K | $1.1M | $1.1M | 0.24% | +5.2K | 2026-03-31 |
| 19 | VTI | VANGUARD INDEX FDS | 2.6K | $819K | $940K | 0.20% | +8 | 2026-03-31 |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | 1.2K | $789K | $906K | 0.19% | -- | 2026-03-31 |
| 21 | AVUV | AMERICAN CENTY ETF TR | 6.0K | $663K | $752K | 0.16% | +16 | 2026-03-31 |
| 22 | XOM | EXXON MOBIL CORP | 3.6K | $613K | $562K | 0.12% | +6 | 2026-03-31 |
| 23 | XOM | EXXON MOBIL CORP | 3.6K | $613K | $562K | 0.12% | +6 | 2026-03-31 |
| 24 | CVX | CHEVRON CORPORATION | 2.7K | $556K | $529K | 0.11% | +24 | 2026-03-31 |
| 25 | OGS | ONE GAS INC | 6.3K | $544K | $490K | 0.10% | +3.4K | 2026-03-31 |
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