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, 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
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Dimensional Etf Trust World Ex Us Core (DFAX) 16.6 $19M +2% 859k 22.52
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Dimensional Etf Trust Short Duration F (DFSD) 8.7 $10M +13% 218k 46.38
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Dimensional Etf Trust Us Real Estate E (DFAR) 2.8 $3.3M +20% 169k 19.52
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PerkinElmer (RVTY) 1.1 $1.3M 11k 110.70
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Dimensional Etf Trust Us Equity Etf (DFUS) 1.0 $1.2M -3% 25k 46.55
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Dimensional Etf Trust Core Fixed Incom (DFCF) 0.7 $757k 19k 40.37
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Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $322k 1.5k 212.44
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $297k 5.9k 50.49
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Dimensional Etf Trust Intl Core Equity (DFIC) 0.2 $223k -6% 9.5k 23.35
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Past Filings by Onyx Financial Advisors

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