Onyx Financial Advisors as of Sept. 30, 2023
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 | 859k | 22.52 | |
Dimensional Etf Trust Short Duration F (DFSD) | 8.7 | $10M | 218k | 46.38 | |
Dimensional Etf Trust Us Real Estate E (DFAR) | 2.8 | $3.3M | 169k | 19.52 | |
PerkinElmer (RVTY) | 1.1 | $1.3M | 11k | 110.70 | |
Dimensional Etf Trust Us Equity Etf (DFUS) | 1.0 | $1.2M | 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 | 9.5k | 23.35 |