Onyx Financial Advisors as of Dec. 31, 2024
Portfolio Holdings for Onyx Financial Advisors
Onyx Financial Advisors holds 14 positions in its portfolio as reported in the December 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) | 64.0 | $117M | 3.4M | 34.59 | |
| Dimensional Etf Trust World Ex Us Core (DFAX) | 14.8 | $27M | 1.1M | 24.86 | |
| Dimensional Etf Trust Short Duration F (DFSD) | 8.4 | $15M | 328k | 46.88 | |
| Dimensional Etf Trust Us Real Estate E (DFAR) | 3.7 | $6.8M | 294k | 23.27 | |
| Dimensional Etf Trust Ultrashort Fixed (DUSB) | 3.5 | $6.4M | 126k | 50.59 | |
| Microsoft Corporation (MSFT) | 1.6 | $3.0M | 7.1k | 421.52 | |
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.8 | $1.4M | 35k | 41.27 | |
| PerkinElmer (RVTY) | 0.7 | $1.3M | 11k | 111.61 | |
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.6 | $1.2M | 19k | 63.75 | |
| Dimensional Etf Trust Inflation Prote (DFIP) | 0.5 | $987k | 24k | 40.49 | |
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.5 | $824k | 17k | 49.94 | |
| Oracle Corporation (ORCL) | 0.4 | $686k | 4.1k | 166.66 | |
| Dimensional Etf Trust Us Core Equity 1 (DCOR) | 0.2 | $382k | 5.9k | 64.16 | |
| Caterpillar (CAT) | 0.2 | $380k | 1.0k | 362.64 |
