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 | |
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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
- 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