Onyx Financial Advisors, LLC: 13F holdings
CIK 19578402026Q2
| Positions | 18 |
|---|
| Reported value | $277.5m |
|---|
| Filed | 2026-07-17 |
|---|
Change since last quarter
| Positions | 18 (+0 vs prior quarter) |
|---|
| Reported value | $277.5m (+15.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 3,784,124 | $167.9m | 60.5% |
| DFAX DIMENSIONAL ETF TRUST | 1,184,461 | $43.6m | 15.7% |
| DFSD DIMENSIONAL ETF TRUST | 408,896 | $19.5m | 7.0% |
| DUSB DIMENSIONAL ETF TRUST | 253,807 | $12.9m | 4.6% |
| DIMENSIONAL ETF TRUST | 441,767 | $11.6m | 4.2% |
| DFCF DIMENSIONAL ETF TRUST | 109,828 | $4.6m | 1.7% |
| GBCI GLACIER BANCORP INC NEW | 80,810 | $4.2m | 1.5% |
| MSFT MICROSOFT CORP | 7,235 | $2.7m | 1.0% |
| DFIP DIMENSIONAL ETF TRUST | 54,231 | $2.2m | 0.8% |
| DIMENSIONAL ETF TRUST | 21,266 | $1.7m | 0.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1957840")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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