Onyx Financial Advisors

Onyx Financial Advisors as of June 30, 2025

Portfolio Holdings for Onyx Financial Advisors

Onyx Financial Advisors holds 17 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 61.1 $129M 3.6M 35.84
Dimensional Etf Trust World Ex Us Core (DFAX) 16.0 $34M 1.2M 29.37
Dimensional Etf Trust Short Duration F (DFSD) 7.8 $16M 341k 48.01
Dimensional Etf Trust Ultrashort Fixed (DUSB) 3.8 $8.1M 159k 50.75
Dimensional Etf Trust Us Real Estate E (DFAR) 3.6 $7.5M 322k 23.46
Microsoft Corporation (MSFT) 1.7 $3.5M 7.1k 497.41
Glacier Ban (GBCI) 1.6 $3.3M 76k 43.08
Dimensional Etf Trust Inflation Prote (DFIP) 0.8 $1.6M 38k 41.81
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.7 $1.4M 34k 42.26
Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.7 $1.4M 21k 66.85
Dimensional Etf Trust Us Equity Market (DFUS) 0.6 $1.2M 18k 67.02
PerkinElmer (RVTY) 0.5 $1.1M 11k 96.72
Oracle Corporation (ORCL) 0.4 $906k 4.1k 218.62
Fidelity Covington Trust High Divid Etf (FDVV) 0.4 $863k 17k 52.02
Caterpillar (CAT) 0.2 $410k 1.1k 388.23
Nuveen Multi-Strategy Income & Growth (JPC) 0.1 $304k 38k 8.02
Philip Morris International (PM) 0.1 $290k 1.6k 182.08