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Triune Financial Partners, LLC
Triune Financial Partners, LLC is an SEC-registered investment adviser headquartered in Overland Park, Kansas. Founded in 2011, Triune operates as an independent, fiduciary financial planning and investment management firm. The firm employs 24 professionals and emphasizes personalized financial planning, ongoing guidance, and wealth management for individuals (including high-net-worth), families, and organizations, such as 401(k) plan sponsors. Triune serves a wide client base primarily in the United States and is known for its transparent, collaborative approach with a focus on building long-term relationships.
Investment Strategy
Triune Financial Partners pursues a holistic, client-centric investment strategy centered on providing independent and transparent financial advice. Acting as a fiduciary, Triune develops customized financial plans that align with each client's unique goals through a collaborative process. The firm's approach prioritizes long-term relationships and proactive adjustments to financial strategies as client circumstances evolve. Triune manages investment portfolios for individuals, high-net-worth clients, and pension plans, emphasizing diversified, goal-based portfolios and ongoing risk management while avoiding conflicts of interest inherent in sales-based models.
Latest 13F Filing Activity
Triune Financial Partners, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 47 equity positions with a total 13F market value of $397M. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust among other positions. Triune Financial Partners, LLC reduced exposure to International Business Machs, Compass Minerals Intl Inc., Eli Lilly & Co. among others.
Top Holdings
Equity Positions (47)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 35.53% | $141.0M | 3,656,877 | $28.78 | $38.57 | +$12.5M |
D DFAX | DIMENSIONAL ETF TRUST | 29.10% | $115.5M | 3,680,826 | $25.22 | $31.38 | +$8.9M |
D DFUV | DIMENSIONAL ETF TRUST | 10.60% | $42.1M | 941,843 | $33.01 | $44.69 | +$3.6M |
D DFAT | DIMENSIONAL ETF TRUST | 5.11% | $20.3M | 348,377 | $48.12 | $58.21 | +$2.1M |
V VEU | VANGUARD INTL EQUITY INDEX F | 3.75% | $14.9M | 208,692 | $58.28 | $71.37 | +$796.0K |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Trader | Lawrence, KS , United States | |
R Rece Dawson | Analyst | Kansas City, MO , United States |
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