Onyx Financial Advisors, LLC Top Holdings and 13F Report (2025) About Onyx Financial Advisors, LLCInvestment ActivityOnyx Financial Advisors, LLC has $189.02 million in total holdings as of March 31, 2025.Onyx Financial Advisors, LLC owns shares of 17 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 5.74% of the portfolio was purchased this quarter.This quarter, Onyx Financial Advisors, LLC has purchased 14 new stocks and bought additional shares in 13 stocks.Onyx Financial Advisors, LLC sold shares of 0 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $116,550,679Dimensional World ex U.S. Core Equity 2 ETF $30,036,729Dimensional Short-Duration Fixed Income ETF $16,572,665DIMENSIONAL ETF TRUST $7,753,436Dimensional US Real Estate ETF $7,596,503 Largest New Holdings this Quarter 718172109 - Philip Morris International $251,160 Holding808524870 - Schwab U.S. TIPS ETF $207,887 Holding67073B106 - Nuveen Preferred & Income Opportunities Fund $100,256 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 161,134 shares (about $5.32M)Dimensional World ex U.S. Core Equity 2 ETF 63,401 shares (about $1.66M)DIMENSIONAL ETF TRUST 26,617 shares (about $1.35M)Dimensional Short-Duration Fixed Income ETF 20,591 shares (about $978.49K)Dimensional US Real Estate ETF 25,950 shares (about $616.83K) 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$116,550,679$5,315,811 ▲4.8%3,532,90961.7%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$30,036,729$1,661,106 ▲5.9%1,146,44015.9%ETFDFSDDimensional Short-Duration Fixed Income ETF$16,572,665$978,485 ▲6.3%348,7518.8%ETFDIMENSIONAL ETF TRUST$7,753,436$1,350,283 ▲21.1%152,8374.1%ULTRASHORT FIXEDDFARDimensional US Real Estate ETF$7,596,503$616,831 ▲8.8%319,5844.0%ETFMSFTMicrosoft$2,660,628$13,138 ▲0.5%7,0881.4%Computer and TechnologyDFCFDimensional Core Fixed Income ETF$1,514,415$42,985 ▲2.9%36,0060.8%ETFRVTYRevvity$1,202,8400.0%11,3690.6%MedicalDFUSDimensional U.S. Equity ETF$1,119,350$60 ▲0.0%18,5080.6%ETFDFIPDimensional Inflation-Protected Securities ETF$1,076,560$49,943 ▲4.9%25,5650.6%ETFFDVVFidelity High Dividend ETF$819,590$1,389 ▲0.2%16,5240.4%ETFDIMENSIONAL ETF TRUST$627,857$263,115 ▲72.1%10,2370.3%US CORE EQUITY 1ORCLOracle$578,024$2,237 ▲0.4%4,1340.3%Computer and TechnologyCATCaterpillar$346,570$1,319 ▲0.4%1,0510.2%IndustrialsPMPhilip Morris International$251,160$251,160 ▲New Holding1,5820.1%Consumer StaplesSCHPSchwab U.S. TIPS ETF$207,887$207,887 ▲New Holding7,7310.1%ETFJPCNuveen Preferred & Income Opportunities Fund$100,256$100,256 ▲New Holding12,5950.1%Financial ServicesShowing 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.
