Institutional Fund
Triune Financial Partners, LLC
Overland Park, KSCIK 20403935 filings on record
Portfolio Value
$420.52M
Q1 2026
Holdings
47
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-1.7%
from $427.83M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust34.1%
- Dimensional ETF Trust29.3%
- Dimensional ETF Trust11.0%
- Dimensional ETF Trust5.3%
- Vanguard Intl Equity Index F3.5%
- Dimensional ETF Trust2.8%
- Other14.1%
Portfolio Holdings
47 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 3.68M | $143.20M | 34.1% | +54.5K | Added |
| 2 | Dimensional ETF Trust | 3.63M | $123.31M | 29.3% | +9.3K | Added |
| 3 | Dimensional ETF Trust | 956.4K | $46.35M | 11.0% | +8.8K | Added |
| 4 | Dimensional ETF Trust | 355.7K | $22.21M | 5.3% | +3.7K | Added |
| 5 | Vanguard Intl Equity Index F | 194.6K | $14.61M | 3.5% | −8.7K | Reduced |
| 6 | Dimensional ETF Trust | 281.7K | $11.58M | 2.8% | +9.0K | Added |
| 7 | Dimensional World Equity | 144.5K | $10.66M | 2.5% | +1.3K | Added |
| 8 | Ishares Tr | 17.4K | $6.44M | 1.5% | −344 | Reduced |
| 9 | Dimensional ETF Trust | 121.8K | $5.14M | 1.2% | +27.7K | Added |
| 10 | Dimensional ETF Trust | 110.3K | $4.68M | 1.1% | +552 | Added |
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