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 94.53% of Onyx Financial Advisors's stock portfolio.
  • Added to shares of these 10 stocks: DFAC (+$6.9M), DFAX, DUSB, DFSD, DFAR, DFIP, DFCF, IWF, MSFT, ORCL.
  • Started 2 new stock positions in DFIP, IWF.
  • Reduced shares in these 2 stocks: DFUS, VTI.
  • Onyx Financial Advisors was a net buyer of stock by $15M.
  • Onyx Financial Advisors has $162M in assets under management (AUM), dropping by 18.15%.
  • 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 15 positions in its portfolio as reported in the March 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) 65.0 $105M +6% 3.3M 31.95
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Dimensional Etf Trust World Ex Us Core (DFAX) 15.5 $25M +9% 986k 25.44
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Dimensional Etf Trust Short Duration F (DFSD) 8.2 $13M +14% 282k 47.04
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Dimensional Etf Trust Us Real Estate E (DFAR) 3.5 $5.7M +30% 256k 22.37
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Dimensional Etf Trust Ultrashort Fixed (DUSB) 2.2 $3.6M +124% 72k 50.57
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Microsoft Corporation (MSFT) 1.8 $3.0M 7.0k 420.71
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Dimensional Etf Trust Us Equity Etf (DFUS) 0.8 $1.3M -8% 22k 56.98
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PerkinElmer (RVTY) 0.7 $1.2M 11k 105.00
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Dimensional Etf Trust Core Fixed Incom (DFCF) 0.7 $1.1M +36% 26k 41.95
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Oracle Corporation (ORCL) 0.3 $513k 4.1k 125.61
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Dimensional Etf Trust Inflation Prote (DFIP) 0.3 $463k NEW 11k 41.25
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $393k 1.5k 259.87
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Caterpillar (CAT) 0.2 $379k 1.0k 366.34
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Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.2 $362k 6.2k 58.65
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $230k NEW 682.00 336.92
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Past Filings by Onyx Financial Advisors

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