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Onyx Financial Advisors, LLC

Q1 2026 13F Holdings

  • Location
    idaho falls, ID
  • Num holdings

    18

  • Value ($000)

    $240,841

  • Date Filed
    04/14/2026
  • 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 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$142.86M
59 %

3,676,377

D
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
25434V880
$39.42M
16 %

1,160,548

D
DFSD

DIMENSIONAL ETF TRUST

SHORT DURATION F
25434V864
$18.49M
8 %

386,210

D
DUSB

DIMENSIONAL ETF TRUST

ULTRASHORT FIXED
25434V591
$11.52M
5 %

227,112

D
DFAR

DIMENSIONAL ETF TRUST

US REAL ESTATE E
25434V823
$9.77M
4 %

413,239

G
GBCI

GLACIER BANCORP INC NEW

COM
37637Q105
$3.61M
2 %

80,810

D
DFCF

DIMENSIONAL ETF TRUST

CORE FIXED INCOM
25434V872
$3.2M
1 %

75,691

M
MSFT

MICROSOFT CORP

COM
594918104
$2.67M
1 %

7,219

D
DFIP

DIMENSIONAL ETF TRUST

INFLATION PROTE
25434V856
$2.26M
1 %

54,057

D
DCOR

DIMENSIONAL ETF TRUST

US CORE EQUITY 1
25434V625
$1.53M
1 %

21,198

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