DOSSIER · 13F-HR · Q1 2026

Triune Financial Partners, LLC

Triune Financial's holding co. based in Boston, MA $421M in tracked AUM across 47 positions as of Q1 2026.

TF
Triune Financial·Boston, MA·Holding Co.
CIK 0002040393 · last filed Mar 31, 2026
Total AUM
$421M
4.6%
vs prior
Holdings
47
positions
Whale Score
72
72
strong
Activity
no data
changes this Q
Top sector
Tech
18% weight
concentration
AI Analysis · Q1 2026 · 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

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