DOSSIER · 13F-HR · Q1 2026

Triune Financial Partners, LLC

$421M in tracked AUM across 47 positions as of Q1 2026.

TF
CIK 0002040393 · last filed Mar 31, 2026
Total AUM
$421M
as of Q1 2026
Holdings
47
positions
Whale Score
69
69
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Triune Financial Partners, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$143M3.7M34.1%
02
DFAX
DIMENSIONAL ETF TRUST
$123M3.6M29.3%
03
DFUV
DIMENSIONAL ETF TRUST
$46M956K11.0%
04
DFAT
DIMENSIONAL ETF TRUST
$22M356K5.3%
05
VEU
VANGUARD INTL EQUITY INDEX F
$15M195K3.5%
06
DFSU
DIMENSIONAL ETF TRUST
$12M282K2.8%
07
DFAW
DIMENSIONAL ETF TRUST
$11M144K2.5%
08
IWV
ISHARES TR
$6M17K1.5%
09
DFCF
DIMENSIONAL ETF TRUST
$5M122K1.2%
10
DFSI
DIMENSIONAL ETF TRUST
$5M110K1.1%

Filing history

2026Q1Mar 31
$421M 1.7%
47 positionsView →
2025Q4Dec 31
$428M 7.8%
49 positionsView →
2025Q3Sep 30
$397M 9.3%
47 positionsView →
2025Q2Jun 30
$363M 15.4%
42 positionsLocked
2025Q1Mar 31
$315M 0.9%
37 positionsLocked
2024Q4Dec 31
$318M 0.3%
37 positionsLocked
2024Q3Sep 30
$319M 9.1%
33 positionsLocked
2024Q2Jun 30
$292M 1.3%
33 positionsLocked
2024Q1Mar 31
$288M 6.9%
33 positionsLocked
2023Q4Dec 31
$269M 11.1%
34 positionsLocked
2023Q3Sep 30
$243M 1.0%
32 positionsLocked
2023Q2Jun 30
$245M 8.5%
32 positionsLocked
Showing 12 of 19