Triune Financial Partners, LLC DFUV holdings history
DIMENSIONAL US MARKETWIDE VA · CUSIP 25434V724 · CIK 2040393
As of 2026-06-30, Triune Financial Partners, LLC reported 981.94K DFUV (shares), valued at $54.02M, or 11.28% of its reported non-derivative portfolio. Filed 2026-08-07.
Verify history & sources →Shares increased 2.67%; reported value increased 16.55%, and weight changed +0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 11.28% | 981,939 | SEC filing ↗Filed Aug 7, 2026 |
| Q1 2026 | 11.02% | 956,405 | SEC filing ↗Filed Apr 30, 2026 |
| Q4 2025 | 10.82% | 947,622 | SEC filing ↗Filed Feb 2, 2026 |
| Q3 2025 | 10.60% | 941,843 | SEC filing ↗Filed Oct 16, 2025 |
| Q2 2025 | 10.59% | 909,915 | SEC filing ↗Filed Aug 12, 2025 |
| Q1 2025 | 12.02% | 918,417 | SEC filing ↗Filed May 23, 2025 |
| Q4 2024 | 11.86% | 921,028 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 11.82% | 902,984 | SEC filing ↗Filed Nov 1, 2024 |
| Q2 2024 | 11.72% | 871,123 | SEC filing ↗Filed Nov 5, 2024 |
| Q1 2024 | 12.01% | 846,293 | SEC filing ↗Filed Nov 14, 2024 |
| Q4 2023 | 11.67% | 844,900 | SEC filing ↗Filed Nov 14, 2024 |
| Q3 2023 | 11.76% | 838,348 | SEC filing ↗Filed Nov 14, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 11.76% | 838,348 | $28.52M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2023 | 11.67% | 844,900 | $31.45M | Shares increased 0.78%; reported value increased 10.26%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q1 2024 | 12.01% | 846,293 | $34.61M | Shares increased 0.16%; reported value increased 10.07%, and weight changed +0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q2 2024 | 11.72% | 871,123 | $34.21M | Shares increased 2.93%; reported value decreased 1.17%, and weight changed -0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2024 |
| Q3 2024 | 11.82% | 902,984 | $37.65M | Shares increased 3.66%; reported value increased 10.05%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 1, 2024 |
| Q4 2024 | 11.86% | 921,028 | $37.69M | Shares increased 2.00%; reported value increased 0.11%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 12.02% | 918,417 | $37.85M | Shares decreased 0.28%; reported value increased 0.42%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 23, 2025 |
| Q2 2025 | 10.59% | 909,915 | $38.47M | Shares decreased 0.93%; reported value increased 1.65%, and weight changed -1.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2025 |
| Q3 2025 | 10.60% | 941,843 | $42.09M | Shares increased 3.51%; reported value increased 9.41%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2025 |
| Q4 2025 | 10.82% | 947,622 | $46.31M | Shares increased 0.61%; reported value increased 10.02%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 2, 2026 |
| Q1 2026 | 11.02% | 956,405 | $46.35M | Shares increased 0.93%; reported value increased 0.08%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2026 |
| Q2 2026 | 11.28% | 981,939 | $54.02M | Shares increased 2.67%; reported value increased 16.55%, and weight changed +0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2026 |
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