Onyx Financial Advisors as of Dec. 31, 2023
Portfolio Holdings for Onyx Financial Advisors
Onyx Financial Advisors holds 13 positions in its portfolio as reported in the December 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) | 65.7 | $90M | 3.1M | 29.23 | |
| Dimensional Etf Trust World Ex Us Core (DFAX) | 16.0 | $22M | 899k | 24.42 | |
| Dimensional Etf Trust Short Duration F (DFSD) | 8.5 | $12M | 246k | 47.01 | |
| Dimensional Etf Trust Us Real Estate E (DFAR) | 3.2 | $4.4M | 196k | 22.74 | |
| Microsoft Corporation (MSFT) | 1.9 | $2.6M | 7.0k | 376.05 | |
| Dimensional Etf Trust Ultrashort Fixed (DUSB) | 1.2 | $1.6M | 32k | 50.32 | |
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.9 | $1.2M | 24k | 51.83 | |
| PerkinElmer (RVTY) | 0.9 | $1.2M | 11k | 109.31 | |
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.6 | $807k | 19k | 42.40 | |
| Oracle Corporation (ORCL) | 0.3 | $429k | 4.1k | 105.44 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $360k | 1.5k | 237.16 | |
| Dimensional Etf Trust Us Core Equity 1 (DCOR) | 0.2 | $330k | 6.2k | 53.48 | |
| Caterpillar (CAT) | 0.2 | $305k | 1.0k | 295.54 |
