Triune Financial Partners, LLC
50 holdingsFiling period: 2026-06-30Current AUM: $481.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional ETF Trust | 3.78M | $167.5M | $170.0M | 35.34% | +90.3K | 2026-06-30 |
| 2 | DFAX | Dimensional ETF Trust | 3.69M | $136.0M | $133.3M | 27.70% | +62.7K | 2026-06-30 |
| 3 | DFUV | Dimensional ETF Trust | 981.9K | $54.0M | $55.6M | 11.55% | +25.5K | 2026-06-30 |
| 4 | DFAT | Dimensional ETF Trust | 366.7K | $25.6M | $25.4M | 5.29% | +11.0K | 2026-06-30 |
| 5 | VEU | Vanguard Intl Equity Index F | 193.1K | $16.2M | $15.6M | 3.25% | -1,494 | 2026-06-30 |
| 6 | DFSU | Dimensional ETF Trust | 281.8K | $13.1M | $13.5M | 2.80% | +81 | 2026-06-30 |
| 7 | DFAW | Dimensional ETF Trust | 147.9K | $12.2M | $12.3M | 2.56% | +3.5K | 2026-06-30 |
| 8 | DFCF | Dimensional ETF Trust | 195.4K | $8.2M | $8.0M | 1.66% | +73.6K | 2026-06-30 |
| 9 | IWV | iShares TR | 17.4K | $7.4M | $7.5M | 1.57% | +40 | 2026-06-30 |
| 10 | DFSI | Dimensional ETF Trust | 111.2K | $5.0M | $5.0M | 1.04% | +888 | 2026-06-30 |
| 11 | IVV | iShares TR | 6.4K | $4.8M | $4.9M | 1.02% | -39 | 2026-06-30 |
| 12 | VTV | Vanguard Index Fds | 20.5K | $4.5M | $4.6M | 0.96% | +14 | 2026-06-30 |
| 13 | AVUS | American Centy ETF TR | 32.0K | $4.1M | $4.1M | 0.86% | -634 | 2026-06-30 |
| 14 | DFSE | Dimensional ETF Trust | 44.6K | $2.2M | $2.0M | 0.42% | -731 | 2026-06-30 |
| 15 | VBR | Vanguard Index Fds | 8.7K | $2.1M | $2.1M | 0.44% | +89 | 2026-06-30 |
| 16 | DFNM | Dimensional ETF Trust | 34.2K | $1.7M | $1.6M | 0.33% | +11.0K | 2026-06-30 |
| 17 | BRK-B | Berkshire Hathaway Inc Del | 2.6K | $1.3M | $1.3M | 0.27% | -126 | 2026-06-30 |
| 18 | VTI | Vanguard Index Fds | 2.6K | $954K | $967K | 0.20% | +24 | 2026-06-30 |
| 19 | SPY | State Str Spdr S&P 500 ETF T | 1.2K | $908K | $929K | 0.19% | +3 | 2026-06-30 |
| 20 | AVUV | American Centy ETF TR | 5.9K | $738K | $722K | 0.15% | -89 | 2026-06-30 |
| 21 | AAPL | Apple Inc | 2.5K | $728K | $876K | 0.18% | +744 | 2026-06-30 |
| 22 | LLY | Eli Lilly & Co | 515 | $617K | $672K | 0.14% | +7 | 2026-06-30 |
| 23 | DFAU | Dimensional ETF Trust | 11.6K | $600K | $612K | 0.13% | -- | 2026-06-30 |
| 24 | MSFT | Microsoft Corp | 1.4K | $513K | $717K | 0.15% | +112 | 2026-06-30 |
| 25 | XOM | Exxon Mobil Corp | 3.7K | $500K | $652K | 0.14% | +42 | 2026-06-30 |
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