Triune Financial Partners, LLC: 13F holdings

CIK 20403932026Q2

Positions49
Reported value$478.9m
Filed2026-08-07

Top 10 holdings

SecuritySharesValueWeight
DIMENSIONAL ETF TRUST3,775,213$167.5m35.0%
DFAX DIMENSIONAL ETF TRUST3,692,741$136.0m28.4%
YM=F DIMENSIONAL ETF TRUST981,939$54.0m11.3%
DIMENSIONAL ETF TRUST366,685$25.6m5.4%
VEU VANGUARD INTL EQUITY INDEX F193,062$16.2m3.4%
DIMENSIONAL ETF TRUST281,794$13.1m2.7%
DIMENSIONAL ETF TRUST147,925$12.2m2.6%
DFCF DIMENSIONAL ETF TRUST195,428$8.2m1.7%
IWV ISHARES TR17,410$7.4m1.6%
DIMENSIONAL ETF TRUST111,174$5.0m1.0%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2040393")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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