Onyx Financial Advisors, LLC Top Holdings and 13F Report (2024) → Forget AI, Imperium Is Expected to Grow 320,00% in 3 Years (From Banyan Hill Publishing) (Ad) About Onyx Financial Advisors, LLCInvestment ActivityOnyx Financial Advisors, LLC has $161.67 million in total holdings as of March 31, 2024.Onyx Financial Advisors, LLC owns shares of 15 different stocks, but just 2 companies or ETFs make up 80% of its holdings.Approximately 9.36% of the portfolio was purchased this quarter.About 0.07% of the portfolio was sold this quarter.This quarter, Onyx Financial Advisors, LLC has purchased 13 new stocks and bought additional shares in 10 stocks.Onyx Financial Advisors, LLC sold shares of 2 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $105,124,428Dimensional World ex U.S. Core Equity 2 ETF $25,082,734Dimensional Short-Duration Fixed Income ETF $13,270,399Dimensional US Real Estate ETF $5,722,489DIMENSIONAL ETF TRUST $3,623,528 Largest New Holdings this Quarter Dimensional Inflation-Protected Securities ETF $462,578 HoldingiShares Russell 1000 Growth ETF $229,782 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 214,528 shares (about $6.85M)Dimensional World ex U.S. Core Equity 2 ETF 86,890 shares (about $2.21M)DIMENSIONAL ETF TRUST 39,775 shares (about $2.01M)Dimensional Short-Duration Fixed Income ETF 36,080 shares (about $1.70M)Dimensional US Real Estate ETF 60,351 shares (about $1.35M) Largest Sales this Quarter Dimensional U.S. Equity ETF 2,055 shares (about $117.09K)Vanguard Total Stock Market ETF 5 shares (about $1.30K) 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$105,124,428$6,854,171 ▲7.0%3,290,27965.0%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$25,082,734$2,210,481 ▲9.7%985,95715.5%ETFDFSDDimensional Short-Duration Fixed Income ETF$13,270,399$1,697,202 ▲14.7%282,1098.2%ETFDFARDimensional US Real Estate ETF$5,722,489$1,350,051 ▲30.9%255,8113.5%ETFDIMENSIONAL ETF TRUST$3,623,528$2,011,414 ▲124.8%71,6542.2%ULTRASHORT FIXEDMSFTMicrosoft$2,960,934$14,725 ▲0.5%7,0381.8%Computer and TechnologyDFUSDimensional U.S. Equity ETF$1,253,893$117,093 ▼-8.5%22,0060.8%ETFRVTYRevvity$1,193,7450.0%11,3690.7%MedicalDFCFDimensional Core Fixed Income ETF$1,093,451$294,736 ▲36.9%26,0660.7%ETFORCLOracle$512,883$1,884 ▲0.4%4,0830.3%Computer and TechnologyDFIPDimensional Inflation-Protected Securities ETF$462,578$462,578 ▲New Holding11,2140.3%ETFVTIVanguard Total Stock Market ETF$392,925$1,299 ▼-0.3%1,5120.2%ETFCATCaterpillar$379,161$1,465 ▲0.4%1,0350.2%Industrial ProductsDIMENSIONAL ETF TRUST$362,373$59 ▲0.0%6,1790.2%US CORE EQUITY 1IWFiShares Russell 1000 Growth ETF$229,782$229,782 ▲New Holding6820.1%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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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