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Onyx Financial Advisors, LLC

Q2 2026 13F Holdings

  • Location
    idaho falls, ID
  • Num holdings

    18

  • Value ($000)

    $277,543

  • Date Filed
    07/17/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAC

DIMENSIONAL ETF TRUST

US COR EQU 2 ETF
25434V708
$167.86M
61 %

3,784,124

D
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
25434V880
$43.64M
16 %

1,184,461

D
DFSD

DIMENSIONAL ETF TRUST

SHOR DUR FIX ETF
25434V864
$19.52M
7 %

408,896

D
DUSB

DIMENSIONAL ETF TRUST

ULTR FIX INC ETF
25434V591
$12.89M
5 %

253,807

D
DFAR

DIMENSIONAL ETF TRUST

US REAL ESTA ETF
25434V823
$11.56M
4 %

441,767

D
DFCF

DIMENSIONAL ETF TRUST

CORE FIXE IN ETF
25434V872
$4.64M
2 %

109,828

G
GBCI

GLACIER BANCORP INC NEW

COM
37637Q105
$4.17M
2 %

80,810

M
MSFT

MICROSOFT CORP

COM
594918104
$2.7M
1 %

7,235

D
DFIP

DIMENSIONAL ETF TRUST

INFLATION PROTE
25434V856
$2.24M
1 %

54,231

D
DCOR

DIMENSIONAL ETF TRUST

US COR EQU 1 ETF
25434V625
$1.74M
1 %

21,266

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