Onyx Financial Advisors
Onyx Financial Advisors reported 23 stocks worth $280M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are Dimensional ETF Trust (59.5%), DFAX (15.7%) and DFSD (7.1%). Compared with Q2 2026, the fund opened new positions in DFAR, DCOR and VUG, added to DFAX, DFSD and DUSB and trimmed GBCI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $167M | 59.5% | 3.7M | −36K (−1%) | 8 of 8 | |
| 2 |  DFAX Dimensional ETF Trust | $44M | 15.7% | 1.2M | +2,877 (+0%) | 8 of 8 | |
| 3 |  DFSD Dimensional Shrt Drt Fxd | $19.8M | 7.1% | 427K | +18K (+4%) | 8 of 8 | |
| 4 |  DUSB Dimensnl Ultrashrt Fixed | $13.5M | 4.8% | 266K | +13K (+5%) | 8 of 8 | |
| 5 |  DFAR Dfa Invt Dimensions Group in | $10.9M | 3.9% | 450K | New position | 1 of 8 | |
| 6 |  DFCF Dimensional Core Fixed | $5.7M | 2.0% | 143K | +33K (+30%) | 8 of 8 | |
| 7 |  MSFT Microsoft Corp | $3.7M | 1.3% | 7,248 | +13 (+0%) | 8 of 8 | |
| 8 |  GBCI Glacier Bancorp Inc New | $3.4M | 1.2% | 80K | −1,017 (−1%) | 6 of 8 | |
| 9 |  DFIP Dimensional Infltn Prtd | $2.2M | 0.8% | 57K | +2,281 (+4%) | 8 of 8 | |
| 10 |  DCOR DFA US Core Equity 1 ETF | $1.7M | 0.6% | 21K | New position | 1 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL US REAL | $11.6M | 442K |
DIMENSIONAL ETF TRUST | $1.7M | 21K |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 21, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Onyx Financial Advisors 13F FAQ
What does Onyx Financial Advisors own?
Onyx Financial Advisors reported 23 stocks worth $280M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are Dimensional ETF Trust (59.5%), DFAX (15.7%) and DFSD (7.1%). The table above lists every position in the filing (the top 10 without an account).
What did Onyx Financial Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 7 new positions, 11 added to, 2 trimmed and 2 sold out. New positions include DFAR, DCOR and VUG.
When will Onyx Financial Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Onyx Financial Advisors's portfolio worth?
The Q3 2026 filing reports $280M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.