Triune Financial Partners, LLC
CIK 2040393
13F filing for Q2 2026・No. 4,002
- Holdings
- US$478.88M
- Quarter change
- +US$58.36M
- Entries
- 49
- Net bought (estimate)
- +US$9.81M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 4
- Sold out 2
- Cut 8
- Added 34
- Corporate actions 0
- Unchanged 3
Largest holdings
49 stocks worth US$478.88M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | Added | 3,775,213 | US$167.47M | 34.97% |
| DIMENSIONAL ETF TRUSTWORLD EX US CORE | Added | 3,692,741 | US$136.04M | 28.41% |
| DIMENSIONAL ETF TRUSTUS MKTWIDE VALUE | Added | 981,939 | US$54.02M | 11.28% |
| DIMENSIONAL ETF TRUSTUS TARGETED VLU | Added | 366,685 | US$25.63M | 5.35% |
| VANGUARD INTL EQUITY INDEX FALLWRLD EX US | Cut | 193,062 | US$16.17M | 3.38% |
| DIMENSIONAL ETF TRUSTUS SUSTAINABILTY | Added | 281,794 | US$13.14M | 2.74% |
| DIMENSIONAL ETF TRUSTWORLD EQUITY ETF | Added | 147,925 | US$12.25M | 2.56% |
| DIMENSIONAL ETF TRUSTCORE FIXE IN ETF | Added | 195,428 | US$8.25M | 1.72% |
| ISHARES TRRUSSELL 3000 ETF | Added | 17,410 | US$7.42M | 1.55% |
| DIMENSIONAL ETF TRUSTINTERNATIONAL | Added | 111,174 | US$5.01M | 1.05% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.