The Analysis of Triune Financial Partners, LLC's Holdings


Currently, Triune Financial Partners, LLC holds 47 types of securities in its portfolio with a total value $397.0M. In the most recent quarter, they have increased their positions in DFAC (+69.8K shares, valued at $2.7M), DFAX (+49.7K shares, valued at $1.6M), DFUV (+31.9K shares, valued at $1.4M); decreased their positions in DFAW (-4.4K shares, valued at $318.7K), DFSU (-6.1K shares, valued at $260.8K), IWV (-372 shares, valued at $141.0K); initiated new positions in NFLX (+281 shares, valued at $336.9K), GOOGL (+1.1K shares, valued at $260.3K), GOOG (+899 shares, valued at $218.9K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST3.7M shares1.95%2025-09-302025-10-16history
DFAX DIMENSIONAL ETF TRUST3.7M shares1.37%2025-09-302025-10-16history
DFUV DIMENSIONAL ETF TRUST941.8K shares3.51%2025-09-302025-10-16history
DFAT DIMENSIONAL ETF TRUST348.4K shares3.32%2025-09-302025-10-16history
VEU VANGUARD INTL EQUITY INDEX F208.7K shares-0.50%2025-09-302025-10-16history
DFSU DIMENSIONAL ETF TRUST273.1K shares-2.20%2025-09-302025-10-16history
DFAW DIMENSIONAL ETF TRUST142.1K shares-3.03%2025-09-302025-10-16history
IWV ISHARES TR17.9K shares-2.04%2025-09-302025-10-16history
Sponsored
DFSI DIMENSIONAL ETF TRUST111.5K shares-1.74%2025-09-302025-10-16history
IVV ISHARES TR6.7K shares0.31%2025-09-302025-10-16history
VTV VANGUARD INDEX FDS21.0K shares0.48%2025-09-302025-10-16history
AVUS AMERICAN CENTY ETF TR34.1K shares0.26%2025-09-302025-10-16history
DFSE DIMENSIONAL ETF TRUST46.2K shares-1.81%2025-09-302025-10-16history
VBR VANGUARD INDEX FDS9.1K shares-0.04%2025-09-302025-10-16history
DFCF DIMENSIONAL ETF TRUST39.0K shares151.33%2025-09-302025-10-16history
BRK.B BERKSHIRE HATHAWAY INC DEL2.9K shares0.07%2025-09-302025-10-16history
Sponsored
VTI VANGUARD INDEX FDS2.5K shares3.05%2025-09-302025-10-16history
SPY SPDR S&P 500 ETF TR1.2K shares0.25%2025-09-302025-10-16history
AAPL APPLE INC2.6K shares35.37%2025-09-302025-10-16history
AVUV AMERICAN CENTY ETF TR6.0K shares0.45%2025-09-302025-10-16history
MSFT MICROSOFT CORP1.1K shares-1.90%2025-09-302025-10-16history
DFAU DIMENSIONAL ETF TRUST11.6K shares0.00%2025-09-302025-10-16history
JPM JPMORGAN CHASE & CO.1.6K shares-1.99%2025-09-302025-10-16history
IBM INTERNATIONAL BUSINESS MACHS1.7K shares0.06%2025-09-302025-10-16history
Sponsored
DFNM DIMENSIONAL ETF TRUST9.4K shares57.75%2025-09-302025-10-16history
CVX CHEVRON CORP NEW2.7K shares4.01%2025-09-302025-10-16history
LLY ELI LILLY & CO508 shares0.00%2025-09-302025-10-16history
XOM EXXON MOBIL CORP3.4K shares0.41%2025-09-302025-10-16history
NFLX NETFLIX INC281 sharesnew addition2025-09-302025-10-16history
TSLA TESLA INC657 shares0.00%2025-09-302025-10-16history
CGCV CAPITAL GROUP CONSERVATIVE E9.0K shares0.00%2025-09-302025-10-16history
EQBK EQUITY BANCSHARES INC6.7K shares0.36%2025-09-302025-10-16history
Sponsored
GOOGL ALPHABET INC1.1K sharesnew addition2025-09-302025-10-16history
NVDA NVIDIA CORPORATION1.4K shares0.95%2025-09-302025-10-16history
DFSV DIMENSIONAL ETF TRUST8.0K shares0.00%2025-09-302025-10-16history
CBRE CBRE GROUP INC1.6K shares0.00%2025-09-302025-10-16history
SHEL SHELL PLC3.4K shares1.01%2025-09-302025-10-16history
AMZN AMAZON COM INC1.1K shares0.47%2025-09-302025-10-16history
DHR DANAHER CORPORATION1.2K shares0.17%2025-09-302025-10-16history
VV VANGUARD INDEX FDS753 shares0.27%2025-09-302025-10-16history
Sponsored
GOOG ALPHABET INC899 sharesnew addition2025-09-302025-10-16history
PNC PNC FINL SVCS GROUP INC1.0K shares-4.60%2025-09-302025-10-16history
VOO VANGUARD INDEX FDS338 sharesnew addition2025-09-302025-10-16history
MRK MERCK & CO INC2.4K sharesnew addition2025-09-302025-10-16history
CMP COMPASS MINERALS INTL INC10.2K shares0.00%2025-09-302025-10-16history
CFFN CAPITOL FED FINL INC24.6K shares1.39%2025-09-302025-10-16history
POWW OUTDOOR HOLDING CO20.4K shares0.00%2025-09-302025-10-16history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available