Latest statistics and disclosures from Onyx Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAC, DFAX, DFSD, DFAR, RVTY, and represent 97.61% of Onyx Financial Advisors's stock portfolio.
- Added to shares of these 5 stocks: DFAC, DFSD, DFAX, DFAR, DFCF.
- Reduced shares in these 3 stocks: IWF, DFUS, DFIC.
- Sold out of its position in IWF.
- Onyx Financial Advisors was a net buyer of stock by $3.3M.
- Onyx Financial Advisors has $116M in assets under management (AUM), dropping by -0.55%.
- Central Index Key (CIK): 0001957840
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Portfolio Holdings for Onyx Financial Advisors
Onyx Financial Advisors holds 10 positions in its portfolio as reported in the September 2023 quarterly 13F filing
|Company (Ticker)||Portfolio Weight||Valued At||Change in Shares||Share Count||Share Price|
|Dimensional Etf Trust Us Core Equity 2 (DFAC)||68.4||$80M||3.0M||26.20||
|Dimensional Etf Trust World Ex Us Core (DFAX)||16.6||$19M||+2%||859k||22.52||
|Dimensional Etf Trust Short Duration F (DFSD)||8.7||$10M||+13%||218k||46.38||
|Dimensional Etf Trust Us Real Estate E (DFAR)||2.8||$3.3M||+20%||169k||19.52||
|Dimensional Etf Trust Us Equity Etf (DFUS)||1.0||$1.2M||-3%||25k||46.55||
|Dimensional Etf Trust Core Fixed Incom (DFCF)||0.7||$757k||19k||40.37||
|Vanguard Index Fds Total Stk Mkt (VTI)||0.3||$322k||1.5k||212.44||
|Schwab Strategic Tr Us Tips Etf (SCHP)||0.3||$297k||5.9k||50.49||
|Dimensional Etf Trust Intl Core Equity (DFIC)||0.2||$223k||-6%||9.5k||23.35||
Past Filings by Onyx Financial Advisors
SEC 13F filings are viewable for Onyx Financial Advisors going back to 2022