§ 13F · FUND PROFILE
Onyx Financial Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $210.9T (13F)Positions · 17Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 3.63M | $143.6T | 60.9% | +1% |
| 2 | DFAX | DIMENSIONAL ETF TRUST | 1.16M | $38.1T | 16.2% | +1% |
| 3 | DFSD | DIMENSIONAL ETF TRUST | 367K | $17.6T | 7.5% | +6% |
| 4 | DUSB | DIMENSIONAL ETF TRUST | 205K | $10.4T | 4.4% | +22% |
| 5 | DFAR | DIMENSIONAL ETF TRUST | 374K | $8.6T | 3.6% | +13% |
| 6 | GBCI | GLACIER BANCORP INC NEW | 84K | $3.7T | 1.6% | ±0% |
| 7 | MSFT | MICROSOFT CORP | 7K | $3.5T | 1.5% | −2% |
| 8 | DFCF | DIMENSIONAL ETF TRUST | 45K | $1.9T | 0.8% | +32% |
| 9 | DFIP | DIMENSIONAL ETF TRUST | 43K | $1.8T | 0.7% | +9% |
| 10 | DCOR | DIMENSIONAL ETF TRUST | 21K | $1.5T | 0.6% | ±0% |
§ 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 $210878.7 trillion in assets. The fund runs a focused portfolio of just 17 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed