§ 13F · FUND PROFILE
Onyx Financial Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $226M (13F)Positions · 19Turnover · — · Q1Filed · Apr 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$365K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 3.68M | $143M | 59.3% | +1% |
| 2 | DFAX | DIMENSIONAL ETF TRUST | 1.16M | $39M | 16.4% | ±0% |
| 3 | DFSD | DIMENSIONAL ETF TRUST | 386K | $18M | 7.7% | +5% |
| 4 | DUSB | DIMENSIONAL ETF TRUST | 227K | $12M | 4.8% | +11% |
| 5 | DFAR | DIMENSIONAL ETF TRUST | 413K | $10M | 4.1% | +10% |
| 6 | GBCI | GLACIER BANCORP INC NEW | 81K | $4M | 1.5% | −3% |
| 7 | DFCF | DIMENSIONAL ETF TRUST | 76K | $3M | 1.3% | +66% |
| 8 | MSFT | MICROSOFT CORP | 7K | $3M | 1.1% | ±0% |
| 9 | DFIP | DIMENSIONAL ETF TRUST | 54K | $2M | 0.9% | +27% |
| 10 | DCOR | DIMENSIONAL ETF TRUST | 21K | $2M | 0.6% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ONYX SIGNAL
AC read
Onyx Financial Advisors, LLC is a Other fund managing $226 million in assets. The fund runs a focused portfolio of just 19 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed