Triune Financial Partners, LLC

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Portfolio value: $490M
Positions: 48
Quarter ended: September 30, 2026
Filed: November 03, 2026

Reported portfolio value by quarter (21 quarters reported)

$490M $123M

Q2 21 Q4 22 Q1 24 Q2 25 Q3 26

$123M in Q2 2021 → $490M now. Hover for any quarter.

Holdings

As reported for the quarter ended September 30, 2026. Activity is the change in share count since the prior quarter's filing.

Holding	% of portfolio	Activity	Shares	Value
DE Dimensional ETF Trust	34.8%	Added 1.6%	3,837,021	$171M
DE Dimensional ETF Trust	28.5%	Added 2.1%	3,771,775	$140M
DE Dimensional ETF Trust	11.1%	Added 0.7%	988,686	$54.4M
DE Dimensional ETF Trust	5.1%	Added 1.5%	372,285	$24.7M
VI Vanguard Intl Equity Index F	3.2%	Trimmed 1.5%	190,182	$15.8M
DE Dimensional ETF Trust	2.7%	Added 1.3%	285,397	$13.5M
DE Dimensional ETF Trust	2.6%	Added 3.9%	153,706	$12.7M
DE Dimensional ETF Trust	2.1%	Added 32%	258,003	$10.4M
IT Ishares Tr	1.5%	Added 0.2%	17,450	$7.53M
DE Dimensional ETF Trust	1.0%	Added 1.7%	113,076	$5.11M
IT Ishares Tr	1.0%	Added 0.3%	6,439	$4.93M
VI Vanguard Index Fds	0.9%	Trimmed 2.0%	20,041	$4.33M
AC American Centy ETF Tr	0.8%	Added 0.2%	32,044	$4.1M
DE Dimensional ETF Trust	0.5%	Added 2.2%	45,578	$2.2M
VI Vanguard Index Fds	0.4%	Trimmed 1.7%	8,550	$1.98M
DE Dimensional ETF Trust	0.4%	Added 20%	40,988	$1.89M
Apple Inc	0.3%	Added 61%	4,046	$1.35M
BH Berkshire Hathaway Inc Del	0.3%	Added 0.8%	2,655	$1.32M
VI Vanguard Index Fds	0.2%	Added 0.2%	2,586	$968K
SS State Str SPDR S&P 500 ETF T	0.2%	Added 0.2%	1,220	$930K
Nvidia Corporation	0.2%	Added 88%	3,512	$802K
Microsoft Corp	0.2%	Added 5.5%	1,451	$744K
AC American Centy ETF Tr	0.1%	Added 0.3%	5,936	$699K
DE Dimensional ETF Trust	0.1%	Unchanged	11,616	$608K
EL Eli Lilly & Co	0.1%	Added 1.7%	524	$606K
Exxonmobil Holdings Corp	0.1%	New	3,704	$603K
Chevron Corporation	0.1%	Added 1.1%	2,760	$564K
DE Dimensional ETF Trust	0.1%	New	13,184	$496K
Alphabet Inc	0.1%	Added 3.4%	1,416	$483K
Jpmorgan Chase & Co	0.1%	Added 0.7%	1,410	$466K
Alphabet Inc	0.1%	Added 2.4%	1,272	$438K
IB International Business Machs	0.1%	Added 1.3%	1,791	$394K
DE Dimensional ETF Trust	0.1%	New	9,719	$390K
Merck & Co Inc	0.1%	Added 1.1%	2,554	$371K
Amazon Com Inc	0.1%	Added 6.3%	1,457	$363K
Shell PLC	0.1%	Added 0.8%	3,520	$335K
DE Dimensional ETF Trust	0.1%	New	8,205	$326K
Equity Bancshares Inc	0.1%	Added 0.4%	6,758	$319K
DI Dfa Invt Dimensions Group In	0.1%	New	8,045	$301K
CG Capital Group Conservative E	0.1%	Added 0.4%	9,169	$294K
Tesla Inc	0.1%	Added 2.1%	825	$293K
Johnson & Johnson	0.1%	Added 3.7%	1,035	$274K
VI Vanguard Index Fds	0.1%	Added 0.3%	763	$269K
DD Danaher Corp Del	0.1%	Added 0.3%	1,189	$263K
VI Vanguard Index Fds	0.0%	Added 0.3%	331	$232K
IT Ishares Tr	0.0%	Added 7.8%	818	$227K
CF Capitol Fed Finl Inc	0.0%	Added 1.0%	27,142	$224K
Outdoor Holding Co	0.0%	Unchanged	20,375	$45.8K

Timeline of changes

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 8 quarters.

Q3 2026

quarter ended September 30, 2026 · filed November 03, 2026

Company	Action	Shares changed	Value of change	% of portfolio
DE Dimensional ETF Trust	Added	+79,034	+$2.93M	28.5%
DE Dimensional ETF Trust	Added	+61,808	+$2.75M	34.8%
DE Dimensional ETF Trust	Added	+62,575	+$2.51M	2.1%
Exxonmobil Holdings Corp	New	+3,704	+$603K	0.1%
Apple Inc	Added	+1,530	+$510K	0.3%
Exxon Mobil Corp	Exited	−3,661	−$501K	—
DE Dimensional ETF Trust	New	+13,184	+$496K	0.1%
DE Dimensional ETF Trust	Added	+5,781	+$476K	2.6%
DE Dimensional ETF Trust	New	+9,719	+$390K	0.1%
Nvidia Corporation	Added	+1,641	+$375K	0.2%

Showing the 10 largest of 52 changes.

Q2 2026

quarter ended June 30, 2026 · filed August 07, 2026

Company	Action	Shares changed	Value of change	% of portfolio
DE Dimensional ETF Trust	Added	+90,262	+$4M	35.0%
ON Oneok Inc New	Exited	−38,028	−$3.44M	—
DE Dimensional ETF Trust	Added	+73,588	+$3.11M	1.7%
DE Dimensional ETF Trust	Added	+62,741	+$2.31M	28.4%
DE Dimensional ETF Trust	Added	+25,534	+$1.4M	11.3%
DE Dimensional ETF Trust	Added	+10,986	+$768K	5.4%
One Gas Inc	Exited	−6,319	−$544K	—
DE Dimensional ETF Trust	Added	+10,990	+$531K	0.3%
DE Dimensional ETF Trust	Added	+3,458	+$286K	2.6%
IT Ishares Tr	New	+759	+$228K	—

Showing the 10 largest of 48 changes.

Q1 2026

quarter ended March 31, 2026 · filed April 30, 2026

Company	Action	Shares changed	Value of change	% of portfolio
ON Oneok Inc New	Added	+23,489	+$2.12M	0.8%
DE Dimensional ETF Trust	Added	+54,526	+$2.12M	34.1%
DE Dimensional ETF Trust	Added	+27,736	+$1.17M	1.2%
VI Vanguard Intl Equity Index F	Trimmed	−8,738	−$656K	3.5%
DE Dimensional ETF Trust	Added	+8,783	+$426K	11.0%
DE Dimensional ETF Trust	Added	+8,998	+$370K	2.8%
DE Dimensional ETF Trust	Added	+9,286	+$315K	29.3%
One Gas Inc	Added	+3,383	+$291K	0.1%
CM Compass Minerals Intl Inc	Exited	−10,221	−$255K	—
DE Dimensional ETF Trust	Added	+5,176	+$248K	0.3%

Showing the 10 largest of 38 changes.

Q4 2025

quarter ended December 31, 2025 · filed February 02, 2026

Company	Action	Shares changed	Value of change	% of portfolio
DE Dimensional ETF Trust	Added	+55,108	+$2.35M	0.9%
DE Dimensional ETF Trust	Trimmed	−60,112	−$2.09M	29.4%
ON Oneok Inc New	New	+14,539	+$1.15M	0.3%
DE Dimensional ETF Trust	Trimmed	−26,452	−$1.08M	34.5%
VI Vanguard Intl Equity Index F	Trimmed	−5,398	−$420K	3.7%
DE Dimensional ETF Trust	Added	+8,621	+$418K	0.2%
Netflix Inc	Exited	−281	−$337K	—
DE Dimensional ETF Trust	Added	+5,779	+$282K	10.8%
One Gas Inc	New	+2,936	+$234K	0.1%
DE Dimensional ETF Trust	Added	+3,628	+$230K	5.2%

Showing the 10 largest of 43 changes.

Q3 2025

quarter ended September 30, 2025 · filed October 16, 2025

Company	Action	Shares changed	Value of change	% of portfolio
DE Dimensional ETF Trust	Added	+69,849	+$2.69M	35.5%
DE Dimensional ETF Trust	Added	+49,674	+$1.56M	29.1%
DE Dimensional ETF Trust	Added	+31,928	+$1.43M	10.6%
DE Dimensional ETF Trust	Added	+23,480	+$1M	0.4%
DE Dimensional ETF Trust	Added	+11,189	+$651K	5.1%
Netflix Inc	New	+281	+$337K	0.1%
DE Dimensional ETF Trust	Trimmed	−4,435	−$319K	2.6%
DE Dimensional ETF Trust	Trimmed	−6,140	−$261K	2.9%
Alphabet Inc	New	+1,071	+$260K	0.1%
Alphabet Inc	New	+899	+$219K	0.1%

Showing the 10 largest of 39 changes.

Q2 2025

quarter ended June 30, 2025 · filed August 12, 2025

Company	Action	Shares changed	Value of change	% of portfolio
DE Dimensional ETF Trust	New	+279,197	+$11M	3.0%
DE Dimensional ETF Trust	Added	+128,710	+$8.63M	2.7%
DE Dimensional ETF Trust	New	+113,442	+$4.47M	1.2%
DE Dimensional ETF Trust	Trimmed	−65,466	−$2.35M	35.4%
DE Dimensional ETF Trust	Trimmed	−68,285	−$2.01M	29.4%
DE Dimensional ETF Trust	New	+47,098	+$1.79M	0.5%
DE Dimensional ETF Trust	New	+11,616	+$492K	0.1%
DE Dimensional ETF Trust	Trimmed	−8,502	−$359K	10.6%
CG Capital Group Conservative E	New	+9,028	+$258K	0.1%
VI Vanguard Index Fds	Exited	−478	−$245K	—

Showing the 10 largest of 44 changes.

Q1 2025

quarter ended March 31, 2025 · filed May 23, 2025

Company	Action	Shares changed	Value of change	% of portfolio
DE Dimensional ETF Trust	Trimmed	−61,833	−$2.04M	38.3%
DE Dimensional ETF Trust	Added	+9,159	+$561K	0.3%
VS Vanguard Scottsdale Fds	Exited	−4,783	−$373K	—
Alphabet Inc	New	+1,509	+$233K	0.1%
DE Dimensional ETF Trust	Added	+4,330	+$223K	5.5%
Exxon Mobil Corp	Added	+1,825	+$217K	0.2%
VI Vanguard Intl Equity Index F	Trimmed	−3,573	−$217K	4.1%
DE Dimensional ETF Trust	Added	+8,252	+$216K	30.8%
Apple Inc	Added	+969	+$215K	0.1%
Alphabet Inc	New	+1,365	+$213K	0.1%

Showing the 10 largest of 36 changes.

Q4 2024

quarter ended December 31, 2024 · filed February 14, 2025

Company	Action	Shares changed	Value of change	% of portfolio
DE Dimensional ETF Trust	Added	+188,612	+$4.69M	28.9%
DE Dimensional ETF Trust	Added	+18,044	+$738K	11.9%
DE Dimensional ETF Trust	New	+8,624	+$539K	0.2%
VI Vanguard Index Fds	Added	+1,342	+$389K	0.3%
VS Vanguard Scottsdale Fds	New	+4,783	+$373K	0.1%
DE Dimensional ETF Trust	Added	+10,722	+$371K	40.4%
SM Southern Mo Bancorp Inc	Exited	−5,798	−$328K	—
DE Dimensional ETF Trust	Added	+4,623	+$257K	5.8%
IT Ishares Tr	Trimmed	−647	−$216K	1.9%
Cbre Group Inc	New	+1,585	+$208K	0.1%

Showing the 10 largest of 34 changes.

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