Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Onyx Financial Advisors, LLC (CIK 1957840) reported $240.8M across 18 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($142.9M, 59.32%), DFAX ($39.4M, 16.37%), DFSD ($18.5M, 7.68%), DUSB ($11.5M, 4.78%), DFAR ($9.8M, 4.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $142.9M | 59.32% | 3.7M | Added |
| 2 | DFAX | DIMENSIONAL ETF TRUST | $39.4M | 16.37% | 1.2M | Trimmed |
| 3 | DFSD | DIMENSIONAL ETF TRUST | $18.5M | 7.68% | 386,210 | Added |
| 4 | DUSB | DIMENSIONAL ETF TRUST | $11.5M | 4.78% | 227,112 | Added |
| 5 | DFAR | DIMENSIONAL ETF TRUST | $9.8M | 4.06% | 413,239 | Added |
| 6 | GBCI | GLACIER BANCORP INC NEW | $3.6M | 1.50% | 80,810 | Trimmed |
| 7 | DFCF | DIMENSIONAL ETF TRUST | $3.2M | 1.33% | 75,691 | Added |
| 8 | MSFT | MICROSOFT CORP | $2.7M | 1.11% | 7,219 | Added |
| 9 | DFIP | DIMENSIONAL ETF TRUST | $2.3M | 0.94% | 54,057 | Added |
| 10 | DCOR | DIMENSIONAL ETF TRUST | $1.5M | 0.63% | 21,198 | Added |
| 11 | DFUS | DIMENSIONAL ETF TRUST | $1.1M | 0.46% | 15,743 | Added |
| 12 | FDVV | FIDELITY COVINGTON TRUST | $1.0M | 0.42% | 18,428 | Added |
| 13 | RVTY | REVVITY INC | $996,038 | 0.41% | 11,369 | Hold |
| 14 | CAT | CATERPILLAR INC | $753,703 | 0.31% | 1,064 | Added |
| 15 | ORCL | ORACLE CORP | $613,685 | 0.25% | 4,172 | Added |
| 16 | JPC | NUVEEN PFD & INCOME OPPORTUN | $378,123 | 0.16% | 50,149 | Hold |
| 17 | SYK | STRYKER CORPORATION | $365,392 | 0.15% | 1,112 | New |
| 18 | PM | PHILIP MORRIS INTL INC | $269,784 | 0.11% | 1,632 | Added |
Source: SEC Form 13F filings · as of 2026-03-31