Onyx Financial Advisors, LLC

Q4 2024 13F Holdings

  • Location
    idaho falls, ID
  • Num holdings

    14

  • Value ($000)

    $182,281

  • Date Filed
    01/16/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DFAC
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
$116.63M
64 %

3,371,775

DFAX
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
$26.92M
15 %

1,083,039

DFSD
DFSD

DIMENSIONAL ETF TRUST

SHORT DURATION F
$15.38M
8 %

328,160

DFAR
DFAR

DIMENSIONAL ETF TRUST

US REAL ESTATE E
$6.83M
4 %

293,634

DUSB
DUSB

DIMENSIONAL ETF TRUST

ULTRASHORT FIXED
$6.39M
4 %

126,220

MSFT
MSFT

MICROSOFT CORP

COM
$2.97M
2 %

7,053

DFCF
DFCF

DIMENSIONAL ETF TRUST

CORE FIXED INCOM
$1.44M
1 %

34,984

PKN
PKN

REVVITY INC

COM
$1.27M
1 %

11,369

DFUS
DFUS

DIMENSIONAL ETF TRUST

US EQUITY MARKET
$1.18M
1 %

18,507

DFIP
DFIP

DIMENSIONAL ETF TRUST

INFLATION PROTE
$987.14K
1 %

24,379

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