StockDriftsStockDriftsTop 47 Triune Financial Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 34.97% | 3.78M | $167.5M | +2.45%(+90.26K) | $27.63(+66.64%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 28.41% | 3.69M | $136.0M | +1.73%(+62.74K) | $25.37(+50.35%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 11.28% | 981.9K | $54.0M | +2.67%(+25.53K) | $33.59(+71.31%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 5.35% | 366.7K | $25.6M | +3.09%(+10.99K) | $46.82(+54.52%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 3.38% | 193.1K | $16.2M | -0.77%(-1.49K) | $58.18(+48.08%) | 2026-06-30 | |
| DFSU | DIMENSIONAL ETF TRUST | 2.74% | 281.8K | $13.1M | +0.03%(+81) | $37.62(+29.07%) | 2026-06-30 | |
| DFAW | DIMENSIONAL ETF TRUST | 2.56% | 147.9K | $12.2M | +2.39%(+3.46K) | $64.36(+33.78%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 1.72% | 195.4K | $8.2M | +60.40%(+73.59K) | $42.30(-2.04%) | 2026-06-30 | |
| IWV | ISHARES TR | 1.55% | 17.4K | $7.4M | +0.23%(+40) | $244.40(+79.29%) | 2026-06-30 | |
| DFSI | DIMENSIONAL ETF TRUST | 1.05% | 111.2K | $5.0M | +0.81%(+888) | $37.39(+27.11%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.83% | +59.45% | — | — | +46.14% |
| Top 20 Holdings Unweighted | +15.71% | +54.90% | — | — | +38.22% |
Triune Financial Partners, LLC reports $478.88M in US-listed equity holdings across 49 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (35.0%), DFAX (28.4%) and DFUV (11.3%). The top 20 holdings account for 97.86% of reported assets. Its disclosed equity book has returned +59.45% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Triune Financial Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2040393). View Triune Financial Partners, LLC’s 13F filings on SEC