Onyx Financial Advisors, LLC

Q1 2025 13F Holdings

  • Location
    idaho falls, ID
  • Num holdings

    17

  • Value ($000)

    $189,015

  • Date Filed
    04/23/2025
  • Form type
    13F-HR
  • CIK
    0001957840
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DFAC
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
$116.55M
62 %

3,532,909

DFAX
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
$30.04M
16 %

1,146,440

DFSD
DFSD

DIMENSIONAL ETF TRUST

SHORT DURATION F
$16.57M
9 %

348,751

DUSB
DUSB

DIMENSIONAL ETF TRUST

ULTRASHORT FIXED
$7.75M
4 %

152,837

DFAR
DFAR

DIMENSIONAL ETF TRUST

US REAL ESTATE E
$7.60M
4 %

319,584

MSFT
MSFT

MICROSOFT CORP

COM
$2.66M
1 %

7,088

DFCF
DFCF

DIMENSIONAL ETF TRUST

CORE FIXED INCOM
$1.51M
1 %

36,006

PKN
PKN

REVVITY INC

COM
$1.20M
1 %

11,369

DFUS
DFUS

DIMENSIONAL ETF TRUST

US EQUITY MARKET
$1.12M
1 %

18,508

DFIP
DFIP

DIMENSIONAL ETF TRUST

INFLATION PROTE
$1.08M
1 %

25,565

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