Onyx Financial Advisors as of March 31, 2024
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 | 3.3M | 31.95 | |
| Dimensional Etf Trust World Ex Us Core (DFAX) | 15.5 | $25M | 986k | 25.44 | |
| Dimensional Etf Trust Short Duration F (DFSD) | 8.2 | $13M | 282k | 47.04 | |
| Dimensional Etf Trust Us Real Estate E (DFAR) | 3.5 | $5.7M | 256k | 22.37 | |
| Dimensional Etf Trust Ultrashort Fixed (DUSB) | 2.2 | $3.6M | 72k | 50.57 | |
| Microsoft Corporation (MSFT) | 1.8 | $3.0M | 7.0k | 420.71 | |
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.8 | $1.3M | 22k | 56.98 | |
| PerkinElmer (RVTY) | 0.7 | $1.2M | 11k | 105.00 | |
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.7 | $1.1M | 26k | 41.95 | |
| Oracle Corporation (ORCL) | 0.3 | $513k | 4.1k | 125.61 | |
| Dimensional Etf Trust Inflation Prote (DFIP) | 0.3 | $463k | 11k | 41.25 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $393k | 1.5k | 259.87 | |
| Caterpillar (CAT) | 0.2 | $379k | 1.0k | 366.34 | |
| Dimensional Etf Trust Us Core Equity 1 (DCOR) | 0.2 | $362k | 6.2k | 58.65 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $230k | 682.00 | 336.92 |
