Onyx Financial Advisors, LLC Top Holdings and 13F Report (2024) About Onyx Financial Advisors, LLCInvestment ActivityOnyx Financial Advisors, LLC has $182.16 million in total holdings as of September 30, 2024.Onyx Financial Advisors, LLC owns shares of 16 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 2.81% of the portfolio was purchased this quarter.About 0.00% of the portfolio was sold this quarter.This quarter, Onyx Financial Advisors, LLC has purchased 13 new stocks and bought additional shares in 11 stocks.Onyx Financial Advisors, LLC sold shares of 1 stock and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $115,595,419Dimensional World ex U.S. Core Equity 2 ETF $28,184,657Dimensional Short-Duration Fixed Income ETF $15,314,780Dimensional US Real Estate ETF $7,214,110DIMENSIONAL ETF TRUST $5,665,900 Largest New Holdings this Quarter Fidelity High Dividend ETF $835,522 HoldingSchwab U.S. TIPS ETF $204,706 HoldingVanguard Mega Cap Growth ETF $203,794 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 36,412 shares (about $1.25M)Dimensional World ex U.S. Core Equity 2 ETF 35,976 shares (about $971.71K)Fidelity High Dividend ETF 16,496 shares (about $835.52K)DIMENSIONAL ETF TRUST 13,753 shares (about $698.24K)Dimensional Short-Duration Fixed Income ETF 14,379 shares (about $686.45K) Largest Sales this Quarter Dimensional Inflation-Protected Securities ETF 191 shares (about $8.08K) Sector Allocation Over TimeMap of 500 Largest Holdings ofOnyx Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$115,595,419$1,248,567 ▲1.1%3,371,11263.5%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$28,184,657$971,711 ▲3.6%1,043,49015.5%ETFDFSDDimensional Short-Duration Fixed Income ETF$15,314,780$686,453 ▲4.7%320,7968.4%ETFDFARDimensional US Real Estate ETF$7,214,110$213,478 ▲3.0%281,3624.0%ETFDIMENSIONAL ETF TRUST$5,665,900$698,242 ▲14.1%111,5993.1%ULTRASHORT FIXEDMSFTMicrosoft$3,073,367$49,057 ▲1.6%7,1421.7%Computer and TechnologyRVTYRevvity$1,452,3900.0%11,3690.8%MedicalDFUSDimensional U.S. Equity ETF$1,191,386$124 ▲0.0%19,1540.7%ETFDFCFDimensional Core Fixed Income ETF$1,108,379$3,930 ▲0.4%25,6630.6%ETFFDVVFidelity High Dividend ETF$835,522$835,522 ▲New Holding16,4960.5%ETFORCLOracle$700,177$2,045 ▲0.3%4,1090.4%Computer and TechnologyDFIPDimensional Inflation-Protected Securities ETF$613,659$8,076 ▼-1.3%14,5140.3%ETFCATCaterpillar$407,858$1,564 ▲0.4%1,0430.2%Industrial ProductsDIMENSIONAL ETF TRUST$391,442$63 ▲0.0%6,1800.2%US CORE EQUITY 1SCHPSchwab U.S. TIPS ETF$204,706$204,706 ▲New Holding3,8170.1%ETFMGKVanguard Mega Cap Growth ETF$203,794$203,794 ▲New Holding6330.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
