Onyx Financial Advisors, LLC

Q3 2025 13F Holdings

  • Location
    idaho falls, ID
  • Num holdings

    19

  • Value ($000)

    $226,015

  • Date Filed
    10/21/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DFAC
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
$138.44M
61 %

3,589,292

DFAX
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
$36.01M
16 %

1,147,400

DFSD
DFSD

DIMENSIONAL ETF TRUST

SHORT DURATION F
$16.76M
7 %

347,696

DUSB
DUSB

DIMENSIONAL ETF TRUST

ULTRASHORT FIXED
$8.53M
4 %

167,998

DFAR
DFAR

DIMENSIONAL ETF TRUST

US REAL ESTATE E
$7.93M
4 %

332,475

GBCI
GBCI

GLACIER BANCORP INC NEW

COM
$4.06M
2 %

83,505

MSFT
MSFT

MICROSOFT CORP

COM
$3.80M
2 %

7,341

DFIP
DFIP

DIMENSIONAL ETF TRUST

INFLATION PROTE
$1.64M
1 %

38,926

DCOR
DCOR

DIMENSIONAL ETF TRUST

US CORE EQUITY 1
$1.48M
1 %

20,599

DFCF
DFCF

DIMENSIONAL ETF TRUST

CORE FIXED INCOM
$1.47M
1 %

34,374

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