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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 94.41% of Onyx Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAC, DFAX, FDVV, DUSB, DFSD, DFAR, SCHP, MGK, MSFT, DFCF.
Started 3 new stock positions in MGK, FDVV, SCHP.
Reduced shares in these 1 stock: DFIP.
Onyx Financial Advisors was a net buyer of stock by $5.1M.
Onyx Financial Advisors has $182M in assets under management (AUM), dropping by 9.12%.
Central Index Key (CIK): 0001957840

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Positions held by Onyx Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Onyx Financial Advisors

Onyx Financial Advisors holds 16 positions in its portfolio as reported in the September 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)	63.5	$116M		3.4M	34.29	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	15.5	$28M	+3%	1.0M	27.01	View chart
Dimensional Etf Trust Short Duration F (DFSD)	8.4	$15M	+4%	321k	47.74	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	4.0	$7.2M	+3%	281k	25.64	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	3.1	$5.7M	+14%	112k	50.77	View chart
Microsoft Corporation (MSFT)	1.7	$3.1M		7.1k	430.32	View chart
PerkinElmer (RVTY)	0.8	$1.5M		11k	127.75	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.7	$1.2M		19k	62.20	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.6	$1.1M		26k	43.19	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.5	$836k	NEW	17k	50.65	View chart
Oracle Corporation (ORCL)	0.4	$700k		4.1k	170.40	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.3	$614k		15k	42.28	View chart
Caterpillar (CAT)	0.2	$408k		1.0k	391.04	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.2	$391k		6.2k	63.34	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$205k	NEW	3.8k	53.63	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$204k	NEW	633.00	321.95	View chart

Past Filings by Onyx Financial Advisors

SEC 13F filings are viewable for Onyx Financial Advisors going back to 2022

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

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