Triune Financial Partners, LLC Purchases in Q4 2024

Triune Financial Partners, LLC

  • $318 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
10.7K
+ 0.29%
$33.92 - $36.6 $364K - $392K
3.71M $128B
Dimensional ETF Trust
8.62K
New
N/A
8.62K $539M
VTI
Vanguard Total Stock Market Et

ETFs
1.34K
+ 79.83%
$280.04 - $302.45 $376K - $406K
3.02K $876M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.78K
New
$77.86 - $79.27 $372K - $379K
4.78K $373M
DFAT
Dimensional ETF Tr U S Target

ETFs
4.62K
+ 1.42%
$54.54 - $61.04 $252K - $282K
329K $18.3B
CBRE
Cbre Group, Inc.

Real Estate
1.59K
New
$119.22 - $140.71 $189K - $223K
1.59K $208M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.07K
New
$178.39 - $215.0 $191K - $230K
1.07K $206M
VV
Vanguard Large Cap ETF

ETFs
748
New
$260.27 - $280.65 $195K - $210K
748 $202M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
312
+ 12.34%
$442.29 - $483.08 $138K - $151K
2.84K $1.29B
JPM
Jpmorgan Chase & CO

Financial Services
3
+ 0.18%
$205.18 - $250.29 $616 - $751
1.69K $406M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
18K
+ 2.0%
$40.38 - $44.35 $729K - $800K
921K $37.7B
AAPL
Apple Inc.

Technology
1
+ 0.1%
$221.69 - $259.02 $222 - $259
981 $246M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
16
+ 3.56%
$521.84 - $558.82 $8.35K - $8.94K
466 $251M
SPY
Spdr S&P 500 ETF Trust

ETFs
3
+ 0.34%
$567.81 - $607.81 $1.7K - $1.82K
896 $525M
EQBK
Equity Bancshares Inc

Financial Services
23
+ 0.35%
N/A
6.58K $279M
AVUV
American Centy ETF Tr Avantis

ETFs
3
+ 0.05%
$94.37 - $106.41 $283 - $319
5.9K $570M
CFFN
Capitol Federal Financial, Inc.

Financial Services
291
+ 1.25%
$5.54 - $7.18 $1.61K - $2.09K
23.6K $139M
CVX
Chevron Corp

Energy
24
+ 1.0%
$141.15 - $162.53 $3.39K - $3.9K
2.43K $351M
SHEL
Shell PLC

Energy
37
+ 1.14%
$60.63 - $70.23 $2.24K - $2.6K
3.3K $206M
MRK
Merck & Co., Inc.

Healthcare
10
+ 0.44%
$96.31 - $114.76 $963 - $1.15K
2.3K $229M
DHR
Danaher Corp

Healthcare
1
+ 0.09%
$226.16 - $274.52 $226 - $275
1.17K $269M
VTV
Vanguard Value ETF

ETFs
58
+ 0.28%
$168.32 - $181.87 $9.76K - $10.5K
20.8K $3.52B
VEU
Vanguard Ftse All World Ex Us

ETFs
3.08K
+ 1.45%
$57.29 - $63.1 $177K - $195K
216K $12.4B
DFAX
Dimensional ETF Tr
189K
+ 5.38%
$24.76 - $27.04 $4.67M - $5.1M
3.69M $91.8B
Activity Summary
Buys All Purchases 25 New Holdings 5 Increased Positions 20 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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