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Melissa Figeac-Nanez

Triune Financial Partners, Llc

Assets Managed
$420.52M
Holdings
47
Last Quarter
2026 - Q1
Filed Date
1mo 25d ago
Growth Rate
-1.7%(2Q avg: 3.04%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Triune Financial Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 47 positions.

Assets under management

The assets under management (AUM) of Triune Financial Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 420.52M in assets, with a quarterly growth rate of -1.7% and a 2-quarter average growth rate of 3.04%. The portfolio is managed by Melissa Figeac-Nanez, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 1.51%
34.06%
$143.197M
3.685M shares@ $38.86 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Increased 0.26%
29.33%
$123.311M
3.63M shares@ $33.97 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Increased 0.93%
11.03%
$46.347M
956,405 shares@ $48.47 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Increased 1.05%
5.29%
$22.213M
355,699 shares@ $62.46 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Decreased -4.29%
3.48%
$14.611M
194,556 shares@ $75.11 avg price
DFSU
Dimensional Us Sus Core1 Etf
Recent Activity
Increased 3.3%
2.76%
$11.576M
281,713 shares@ $41.1 avg price
DFAW
Dimenstional World Eqty Etf
Recent Activity
Increased 0.93%
2.54%
$10.659M
144,467 shares@ $73.79 avg price
IWV
Ishares Russell 3000 Etf
Recent Activity
Decreased -1.94%
1.54%
$6.439M
17,370 shares@ $370.69 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 29.48%
1.23%
$5.144M
121,840 shares@ $42.22 avg price
DFSI
Dimensional Int Sus Cor1 Etf
Recent Activity
Increased 0.51%
1.12%
$4.676M
110,286 shares@ $42.4 avg price

1-10 of 47