Skip to content

Triune Financial Partners, LLC

Follow

13F filer, CIK 2040393, OVERLAND PARK, KS

Triune Financial Partners, LLC reported $363,329,113 across 42 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-12. Its ten largest share positions make up 94.07% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002040393-25-000003

Period
2025-06-30
Reported value
$363M
Holdings
42
Top 10 weight
94.07%
New
9
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFSUnew+279,197$11M
DFAWadded+128,710$8.63M
DFSInew+113,442$4.47M
DFSEnew+47,098$1.79M
DFAUnew+11,616$492K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
DFACreduced-65,466-$2.35M
DFAXreduced-68,285-$2.01M
DFUVreduced-8,502-$359K
VOOexited-478-$245K
MRKexited-2,615-$235K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0002040393-25-000003, largest first. % of portfolio is the value over $363,329,113, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,703,605 shares; 2024Q4: 3,714,327 shares; 2025Q1: 3,652,494 shares; 2025Q2: 3,587,028 shares 3,587,028$129M35.38%-65,466Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,502,573 shares; 2024Q4: 3,691,185 shares; 2025Q1: 3,699,437 shares; 2025Q2: 3,631,152 shares 3,631,152$107M29.35%-68,285Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 902,984 shares; 2024Q4: 921,028 shares; 2025Q1: 918,417 shares; 2025Q2: 909,915 shares 909,915$38.5M10.59%-8,502Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324,777 shares; 2024Q4: 329,400 shares; 2025Q1: 333,730 shares; 2025Q2: 337,188 shares 337,188$18.2M5.01%+3,458Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,724 shares; 2024Q4: 215,807 shares; 2025Q1: 212,234 shares; 2025Q2: 209,735 shares 209,735$14.1M3.88%-2,499Timeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 279,197 shares 279,197$11M3.02%newTimeline
DFAWDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,624 shares; 2025Q1: 17,783 shares; 2025Q2: 146,493 shares 146,493$9.83M2.7%+128,710Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,778 shares; 2024Q4: 18,131 shares; 2025Q1: 18,175 shares; 2025Q2: 18,223 shares 18,223$6.4M1.76%+48Timeline
DFSIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 113,442 shares 113,442$4.47M1.23%newTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,570 shares; 2024Q4: 6,543 shares; 2025Q1: 6,540 shares; 2025Q2: 6,717 shares 6,717$4.17M1.15%+177Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,728 shares; 2024Q4: 20,786 shares; 2025Q1: 20,636 shares; 2025Q2: 20,856 shares 20,856$3.69M1.01%+220Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,957 shares; 2024Q4: 33,808 shares; 2025Q1: 33,914 shares; 2025Q2: 34,020 shares 34,020$3.43M0.94%+106Timeline
DFSEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,098 shares 47,098$1.79M0.49%newTimeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,576 shares; 2024Q4: 9,505 shares; 2025Q1: 9,211 shares; 2025Q2: 9,103 shares 9,103$1.78M0.49%-108Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,528 shares; 2024Q4: 2,840 shares; 2025Q1: 2,874 shares; 2025Q2: 2,873 shares 2,873$1.4M0.38%-1Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,681 shares; 2024Q4: 3,023 shares; 2025Q1: 2,474 shares; 2025Q2: 2,462 shares 2,462$748K0.21%-12Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 893 shares; 2024Q4: 896 shares; 2025Q1: 899 shares; 2025Q2: 1,204 shares 1,204$744K0.2%+305Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,913 shares; 2024Q4: 18,671 shares; 2025Q1: 18,806 shares; 2025Q2: 15,516 shares 15,516$656K0.18%-3,290Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,003 shares; 2024Q4: 970 shares; 2025Q1: 1,339 shares; 2025Q2: 1,156 shares 1,156$575K0.16%-183Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,897 shares; 2024Q4: 5,900 shares; 2025Q1: 5,922 shares; 2025Q2: 5,951 shares 5,951$542K0.15%+29Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,724 shares; 2024Q4: 1,724 shares; 2025Q1: 1,724 shares; 2025Q2: 1,730 shares 1,730$510K0.14%+6Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,616 shares 11,616$492K0.14%newTimeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,689 shares; 2024Q4: 1,692 shares; 2025Q1: 1,985 shares; 2025Q2: 1,611 shares 1,611$467K0.13%-374Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 633 shares; 2025Q1: 668 shares; 2025Q2: 508 shares 508$396K0.11%-160Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 980 shares; 2024Q4: 981 shares; 2025Q1: 1,950 shares; 2025Q2: 1,903 shares 1,903$390K0.11%-47Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,401 shares; 2024Q4: 2,425 shares; 2025Q1: 2,551 shares; 2025Q2: 2,595 shares 2,595$372K0.1%+44Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,163 shares; 2024Q4: 3,592 shares; 2025Q1: 5,417 shares; 2025Q2: 3,405 shares 3,405$367K0.1%-2,012Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,288 shares; 2024Q4: 8,391 shares; 2025Q1: 8,439 shares; 2025Q2: 5,984 shares 5,984$284K0.08%-2,455Timeline
EQBKEQUITY BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,556 shares; 2024Q4: 6,579 shares; 2025Q1: 6,602 shares; 2025Q2: 6,629 shares 6,629$270K0.07%+27Timeline
CGCVCAPITAL GROUP CONSERVATIVE EQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,028 shares 9,028$258K0.07%newTimeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,045 shares 8,045$237K0.07%newTimeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,258 shares; 2024Q4: 3,295 shares; 2025Q1: 3,328 shares; 2025Q2: 3,361 shares 3,361$237K0.07%+33Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,256 shares; 2024Q4: 1,276 shares; 2025Q1: 1,567 shares; 2025Q2: 1,072 shares 1,072$235K0.06%-495Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,169 shares; 2024Q4: 1,170 shares; 2025Q1: 1,171 shares; 2025Q2: 1,173 shares 1,173$232K0.06%+2Timeline
CBRECBRE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,585 shares; 2025Q1: 1,586 shares; 2025Q2: 1,589 shares 1,589$223K0.06%+3Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,373 shares 1,373$217K0.06%newTimeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 748 shares; 2025Q1: 1,124 shares; 2025Q2: 751 shares 751$214K0.06%-373Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 657 shares 657$209K0.06%newTimeline
CMPCOMPASS MINERALS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,221 shares; 2024Q4: 10,221 shares; 2025Q1: 10,221 shares; 2025Q2: 10,221 shares 10,221$205K0.06%0Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,069 shares; 2025Q1: not reported; 2025Q2: 1,088 shares 1,088$203K0.06%newTimeline
CFFNCAPITOL FED FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,266 shares; 2024Q4: 23,557 shares; 2025Q1: 23,891 shares; 2025Q2: 24,247 shares 24,247$148K0.04%+356Timeline
POWWOUTDOOR HOLDING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,375 shares; 2024Q4: 20,375 shares; 2025Q1: 20,375 shares; 2025Q2: 20,375 shares 20,375$26.1K0.01%0Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VOOVANGUARD INDEX FDS478$245Kshares
MRKMERCK & CO INC2,615$235Kshares
GOOGLALPHABET INC1,509$233Kshares
GOOGALPHABET INC1,365$213Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002040393-25-000003 base2025-08-12acceptance time not in the bulk data set