Onyx Financial Advisors
Latest statistics and disclosures from Onyx Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAC, DFAX, DFSD, DFAR, DUSB, and represent 94.45% of Onyx Financial Advisors's stock portfolio.
- Added to shares of these 9 stocks: DFAX, DUSB, DFIP, DFCF, DFSD, DFAR, DFAC, ORCL, CAT.
- Reduced shares in these 5 stocks: SCHP, MGK, DFUS, MSFT, DCOR.
- Sold out of its positions in SCHP, MGK.
- Onyx Financial Advisors was a net buyer of stock by $2.7M.
- Onyx Financial Advisors has $182M in assets under management (AUM), dropping by 0.07%.
- Central Index Key (CIK): 0001957840
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Portfolio Holdings for Onyx Financial Advisors
Onyx Financial Advisors holds 14 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 64.0 | $117M | 3.4M | 34.59 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 14.8 | $27M | +3% | 1.1M | 24.86 |
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| Dimensional Etf Trust Short Duration F (DFSD) | 8.4 | $15M | +2% | 328k | 46.88 |
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 3.7 | $6.8M | +4% | 294k | 23.27 |
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| Dimensional Etf Trust Ultrashort Fixed (DUSB) | 3.5 | $6.4M | +13% | 126k | 50.59 |
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| Microsoft Corporation (MSFT) | 1.6 | $3.0M | 7.1k | 421.52 |
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.8 | $1.4M | +36% | 35k | 41.27 |
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| PerkinElmer (RVTY) | 0.7 | $1.3M | 11k | 111.61 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.6 | $1.2M | -3% | 19k | 63.75 |
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| Dimensional Etf Trust Inflation Prote (DFIP) | 0.5 | $987k | +67% | 24k | 40.49 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 0.5 | $824k | 17k | 49.94 |
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| Oracle Corporation (ORCL) | 0.4 | $686k | 4.1k | 166.66 |
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| Dimensional Etf Trust Us Core Equity 1 (DCOR) | 0.2 | $382k | -3% | 5.9k | 64.16 |
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| Caterpillar (CAT) | 0.2 | $380k | 1.0k | 362.64 |
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Past Filings by Onyx Financial Advisors
SEC 13F filings are viewable for Onyx Financial Advisors going back to 2022
- Onyx Financial Advisors 2024 Q4 filed Jan. 16, 2025
- Onyx Financial Advisors 2024 Q3 filed Oct. 22, 2024
- Onyx Financial Advisors 2024 Q2 filed July 19, 2024
- Onyx Financial Advisors 2024 Q1 filed April 16, 2024
- Onyx Financial Advisors 2023 Q4 filed Jan. 10, 2024
- Onyx Financial Advisors 2023 Q3 filed Oct. 19, 2023
- Onyx Financial Advisors 2023 Q2 filed July 12, 2023
- Onyx Financial Advisors 2023 Q1 filed April 14, 2023
- Onyx Financial Advisors 2022 Q4 filed Jan. 24, 2023