Triune Financial Partners, LLC - Portfolio overview
Triune Financial Partners, LLC has 50 reported holdings in this dataset, with the latest filing dated 2026-04-30.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Energy and Financial Services.
Largest reported holdings by portfolio allocation
- DFAC - DIMENSIONAL ETF TRUST, 33.99%
- DFAX - DIMENSIONAL ETF TRUST, 29.27%
- DFUV - DIMENSIONAL ETF TRUST, 11.00%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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