Triune Financial Partners
Triune Financial Partners reported 49 stocks worth $479M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are Dimensional ETF Trust (35.0%), DFAX (28.4%) and DFUV (11.3%). Compared with Q1 2026, the fund opened new positions in IWM, CAT and HON, added to DFAX, DFUV and DFAW, trimmed VEU, IVV and AVUS and sold out of OKE and OGS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $167M | 35.0% | 3.8M | +90K (+2%) | 8 of 8 | |
| 2 |  DFAX Dimensional ETF Trust | $136M | 28.4% | 3.7M | +63K (+2%) | 8 of 8 | |
| 3 |  DFUV Dimensional US Marketwide Value ETF | $54M | 11.3% | 982K | +26K (+3%) | 8 of 8 | |
| 4 | DIMENSIONAL U S TARGETED | $25.6M | 5.3% | 367K | +11K (+3%) | 8 of 8 | |
| 5 |  VEU Vanguard Intl Equity Index F | $16.2M | 3.4% | 193K | −1,494 (−1%) | 8 of 8 | |
| 6 |  DFSU Dimensional ETF Trust | $13.1M | 2.7% | 282K | No change | 5 of 8 | |
| 7 |  DFAW Dimensional World Equity | $12.2M | 2.6% | 148K | +3,458 (+2%) | 7 of 8 | |
| 8 |  DFCF Dimensional Core Fixed | $8.2M | 1.7% | 195K | +74K (+60%) | 8 of 8 | |
| 9 |  IWV Ishares Russell 3000 ETF | $7.4M | 1.6% | 17K | +40 (+0%) | 8 of 8 | |
| 10 |  DFSI Dimensional ETF Trust | $5M | 1.1% | 111K | +888 (+1%) | 5 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Triune Financial Partners 13F FAQ
What does Triune Financial Partners own?
Triune Financial Partners reported 49 stocks worth $479M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are Dimensional ETF Trust (35.0%), DFAX (28.4%) and DFUV (11.3%). The table above lists every position in the filing (the top 10 without an account).
What did Triune Financial Partners buy and sell in Q2 2026?
Compared with Q1 2026: 4 new positions, 32 added to, 8 trimmed and 2 sold out. New positions include IWM, CAT and HON. It sold all of OKE and OGS.
When will Triune Financial Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Triune Financial Partners's portfolio worth?
The Q2 2026 filing reports $479M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.