Filed: 10/16/2025ACC: 0002040393-25-000007
📋 What this filing means
TRIUNE FINANCIAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 47 equity positions with a total reported market value of $396.99M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
47
Positions
$396.99M
Total AUM (reported)
9.68M
Total Shares
Allocation by class
US CORE EQUITY 2$141.05M35.5%
WORLD EX US CORE$115.50M29.1%
US MKTWIDE VALUE$42.09M10.6%
US TARGETED VLU$20.28M5.1%
ALLWRLD EX US$14.89M3.8%
US SUSTAINABILTY$11.60M2.9%
WORLD EQUITY ETF$10.21M2.6%
Portfolio Concentration
Top 3$298.64M75.2%
4–10$72.82M18.3%
11–25$19.97M5.0%
Rest$5.56M1.4%
Top 3 weight
75.2%
Top 10 weight
93.6%
Voting Authority Distribution
Total shares with voting rights: 9.68M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
9.68M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole47
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings47
Rows:
DIMENSIONAL ETF TRUST
SOLEShares3.66M
TypeSH
Market value$141.05M
35.53%
Sole
0.00
Shared
0.00
None
3.66M
DIMENSIONAL ETF TRUST
SOLEShares3.68M
TypeSH
Market value$115.50M
29.10%
Sole
0.00
Shared
0.00
None
3.68M
DIMENSIONAL ETF TRUST
SOLEShares941.84K
TypeSH
Market value$42.09M
10.60%
Sole
0.00
Shared
0.00
None
941.84K
DIMENSIONAL ETF TRUST
SOLEShares348.38K
TypeSH
Market value$20.28M
5.11%
Sole
0.00
Shared
0.00
None
348.38K
VANGUARD INTL EQUITY INDEX F
SOLEShares208.69K
TypeSH
Market value$14.89M
3.75%
Sole
0.00
Shared
0.00
None
208.69K
DIMENSIONAL ETF TRUST
SOLEShares273.06K
TypeSH
Market value$11.60M
2.92%
Sole
0.00
Shared
0.00
None
273.06K
DIMENSIONAL ETF TRUST
SOLEShares142.06K
TypeSH
Market value$10.21M
2.57%
Sole
0.00
Shared
0.00
None
142.06K
ISHARES TR
SOLEShares17.85K
TypeSH
Market value$6.76M
1.70%
Sole
0.00
Shared
0.00
None
17.85K
DIMENSIONAL ETF TRUST
SOLEShares111.47K
TypeSH
Market value$4.56M
1.15%
Sole
0.00
Shared
0.00
None
111.47K
ISHARES TR
SOLEShares6.74K
TypeSH
Market value$4.51M
1.14%
Sole
0.00
Shared
0.00
None
6.74K
VANGUARD INDEX FDS
SOLEShares20.96K
TypeSH
Market value$3.91M
0.98%
Sole
0.00
Shared
0.00
None
20.96K
AMERICAN CENTY ETF TR
SOLEShares34.11K
TypeSH
Market value$3.71M
0.93%
Sole
0.00
Shared
0.00
None
34.11K
DIMENSIONAL ETF TRUST
SOLEShares46.25K
TypeSH
Market value$1.90M
0.48%
Sole
0.00
Shared
0.00
None
46.25K
VANGUARD INDEX FDS
SOLEShares9.10K
TypeSH
Market value$1.90M
0.48%
Sole
0.00
Shared
0.00
None
9.10K
DIMENSIONAL ETF TRUST
SOLEShares39K
TypeSH
Market value$1.67M
0.42%
Sole
0.00
Shared
0.00
None
39K
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.88K
TypeSH
Market value$1.45M
0.36%
Sole
0.00
Shared
0.00
None
2.88K
VANGUARD INDEX FDS
SOLEShares2.54K
TypeSH
Market value$832.7K
0.21%
Sole
0.00
Shared
0.00
None
2.54K
SPDR S&P 500 ETF TR
SOLEShares1.21K
TypeSH
Market value$804.3K
0.20%
Sole
0.00
Shared
0.00
None
1.21K
APPLE INC
SOLEShares2.58K
TypeSH
Market value$656.0K
0.17%
Sole
0.00
Shared
0.00
None
2.58K
AMERICAN CENTY ETF TR
SOLEShares5.98K
TypeSH
Market value$595.0K
0.15%
Sole
0.00
Shared
0.00
None
5.98K
MICROSOFT CORP
SOLEShares1.13K
TypeSH
Market value$587.2K
0.15%
Sole
0.00
Shared
0.00
None
1.13K
DIMENSIONAL ETF TRUST
SOLEShares11.62K
TypeSH
Market value$531.5K
0.13%
Sole
0.00
Shared
0.00
None
11.62K
JPMORGAN CHASE & CO.
SOLEShares1.58K
TypeSH
Market value$498.2K
0.13%
Sole
0.00
Shared
0.00
None
1.58K
INTERNATIONAL BUSINESS MACHS
SOLEShares1.73K
TypeSH
Market value$488.4K
0.12%
Sole
0.00
Shared
0.00
None
1.73K
DIMENSIONAL ETF TRUST
SOLEShares9.44K
TypeSH
Market value$452.9K
0.11%
Sole
0.00
Shared
0.00
None
9.44K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 3.66M | SH | $141.05M 35.53% | 0.00 | 0.00 | 3.66M |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 3.68M | SH | $115.50M 29.10% | 0.00 | 0.00 | 3.68M |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 941.84K | SH | $42.09M 10.60% | 0.00 | 0.00 | 941.84K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 348.38K | SH | $20.28M 5.11% | 0.00 | 0.00 | 348.38K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 208.69K | SH | $14.89M 3.75% | 0.00 | 0.00 | 208.69K |
DIMENSIONAL ETF TRUSTSOLE | US SUSTAINABILTY | 273.06K | SH | $11.60M 2.92% | 0.00 | 0.00 | 273.06K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EQUITY ETF | 142.06K | SH | $10.21M 2.57% | 0.00 | 0.00 | 142.06K |
ISHARES TRSOLE | RUSSELL 3000 ETF | 17.85K | SH | $6.76M 1.70% | 0.00 | 0.00 | 17.85K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 111.47K | SH | $4.56M 1.15% | 0.00 | 0.00 | 111.47K |
ISHARES TRSOLE | CORE S&P500 ETF | 6.74K | SH | $4.51M 1.14% | 0.00 | 0.00 | 6.74K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 20.96K | SH | $3.91M 0.98% | 0.00 | 0.00 | 20.96K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 34.11K | SH | $3.71M 0.93% | 0.00 | 0.00 | 34.11K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MARKETS | 46.25K | SH | $1.90M 0.48% | 0.00 | 0.00 | 46.25K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 9.10K | SH | $1.90M 0.48% | 0.00 | 0.00 | 9.10K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 39K | SH | $1.67M 0.42% | 0.00 | 0.00 | 39K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.88K | SH | $1.45M 0.36% | 0.00 | 0.00 | 2.88K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 2.54K | SH | $832.7K 0.21% | 0.00 | 0.00 | 2.54K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 1.21K | SH | $804.3K 0.20% | 0.00 | 0.00 | 1.21K |
APPLE INCSOLE | COM | 2.58K | SH | $656.0K 0.17% | 0.00 | 0.00 | 2.58K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 5.98K | SH | $595.0K 0.15% | 0.00 | 0.00 | 5.98K |
MICROSOFT CORPSOLE | COM | 1.13K | SH | $587.2K 0.15% | 0.00 | 0.00 | 1.13K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 11.62K | SH | $531.5K 0.13% | 0.00 | 0.00 | 11.62K |
JPMORGAN CHASE & CO.SOLE | COM | 1.58K | SH | $498.2K 0.13% | 0.00 | 0.00 | 1.58K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 1.73K | SH | $488.4K 0.12% | 0.00 | 0.00 | 1.73K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 9.44K | SH | $452.9K 0.11% | 0.00 | 0.00 | 9.44K |
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