Onyx Financial Advisors, LLC
Q4 2025 13F Holdings
- Locationidaho falls, ID
- Num holdings
17
- Value ($000)
$235,896
- Date Filed01/14/2026
- Form type13F-HR
- CIK0001957840
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $143.61M | 61 % | 3,627,314 | ||
DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $38.11M | 16 % | 1,164,343 | ||
DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $17.62M | 8 % | 367,429 | ||
DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 | $10.37M | 4 % | 204,666 | ||
DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 | $8.57M | 4 % | 374,049 | ||
GLACIER BANCORP INC NEW | COM | 37637Q105 | $3.68M | 2 % | 83,505 | ||
MICROSOFT CORP | COM | 594918104 | $3.48M | 2 % | 7,203 | ||
DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $1.94M | 1 % | 45,498 | ||
DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | $1.77M | 1 % | 42,500 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | 25434V625 | $1.52M | 1 % | 20,582 |
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