Data as of Q4 2025 (Dec 31, 2025)

Onyx Financial Advisors, LLC

•CIK: 1957840•Filing: Q4 2025

Onyx Financial Advisors, LLC manages $236M across a concentrated portfolio of 17 positions. The fund exhibits a significant overweighting in DFAC, representing $143.6M of its total assets. Further notable allocations include DFAX at $38.1M and DFSD at $17.6M, indicating a focused, high-conviction investment approach. This structure suggests a deep, sector-specific thesis driving capital deployment.

Total AUM
$235.9M
QoQ Performance
+4.4%
Positions
9
Top 10 Concentration
97.8%
Latest Filing
Q4 2025

Top Holdings Allocation

DFAC
DFAX
DFSD
DFAC60.9%
DFAX16.2%
DFSD7.5%
DUSB4.4%
DFAR3.6%
GBCI1.6%
MSFT1.5%
DFCF0.8%

📈 Biggest Buys

DUSB
DIMENSIONAL ETF TRUST
+21.8%
4.4% of portfolio
DFAC
DIMENSIONAL ETF TRUST
+1.1%
60.9% of portfolio
DFAR
DIMENSIONAL ETF TRUST
+12.5%
3.6% of portfolio
DFSD
DIMENSIONAL ETF TRUST
+5.7%
7.5% of portfolio
DFAX
DIMENSIONAL ETF TRUST
+1.5%
16.2% of portfolio

📉 Biggest Sells

DFUS
DIMENSIONAL ETF TRUST
-12.3%
0.5% of portfolio
MSFT
MICROSOFT CORP
-1.9%
1.5% of portfolio
FDVV
FIDELITY COVINGTON TRUST
-4.4%
0.4% of portfolio
DCOR
DIMENSIONAL ETF TRUST
-0.1%
0.6% of portfolio

Sector Breakdown

Other97.9%
Technology1.8%
Industrial0.3%

🚪 Exited Positionssold since Q3 2025

AAPL
APPLE INC
SOLD
$222.9K
MGK
VANGUARD WORLD FD
SOLD
$205.6K

Changes from Q3 2025

↑11 increased
↓4 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

DFAC60.9%
DIMENSIONAL ETF TRUST
$143.6M
DFAX16.2%
DIMENSIONAL ETF TRUST
$38.1M
DFSD7.5%
DIMENSIONAL ETF TRUST
$17.6M
DUSB4.4%
DIMENSIONAL ETF TRUST
$10.4M
DFAR3.6%
DIMENSIONAL ETF TRUST
$8.6M

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