OF

Onyx Financial Advisors, LLC

13F
Onyx Financial Advisors, LLC
Last update 2025-07-21 17 Stocks (1 new)
Value $211.00 Mil Turnover 3 %
Countries:
Top Holdings: DFAC(61.06%)DFAX(16.03%)DFSD(7.76%)DUSB(3.82%)DFAR(3.58%)
Summary Stock Picks Current Portfolio
Onyx Financial Advisors, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAC
Dimensional U.S. Core Equity 2 ETF
3,592,902
128,769.6
+1.70%
61.060
+1.02%
0.370
+16.03%
+7.57%
36,042.5
 
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
1,150,877
33,801.3
+0.39%
16.030
+0.06%
0.380
+14.68%
+23.44%
9,098.3
 
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
340,839
16,363.7
-2.27%
7.760
-0.20%
0.340
+1.74%
+3.92%
4,893.9
 
DUSB
Dimensional Ultrashort Fixed Income ETF
Dimensional Ultrashort Fixed Income ETF
158,674
8,052.7
+3.82%
3.820
+0.14%
0.590
+1.20%
+2.57%
1,376.9
 
DFAR
Dimensional US Real Estate ETF
321,767
7,548.7
+0.68%
3.580
+0.02%
0.560
+5.55%
+4.04%
1,394.9
 
MSFT
Microsoft Corp
7,108
3,535.6
+0.28%
1.680
0%
0.000
+32.23%
+21.75%
3,799,516.4
Software
GBCI
Glacier Bancorp Inc
76,355
3,289.4
New Holding
1.560
+1.56%
0.060
+7.24%
-8.21%
5,379.2
Banks
DFIP
Dimensional Inflation-Protected Securities ETF
Dimensional Inflation-Protected Securities ETF
38,116
1,593.6
+49.09%
0.760
+0.25%
0.170
+1.48%
+5.53%
934.1
 
DFCF
Dimensional Core Fixed Income ETF
33,799
1,428.3
-6.13%
0.680
-0.05%
0.020
+1.94%
+3.98%
7,126.9
 
DCOR
Dimensional US Core Equity 1 ETF
21,266
1,421.6
+107.74%
0.670
+0.35%
0.080
+15.82%
+8.02%
1,911.6
 

Onyx Financial Advisors, LLC's Historical Top Holdings Breakdowns

Onyx Financial Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GBCI
Glacier Bancorp Inc
2025-06-30
New Buy
New Buy
+1.56%
●
37.85 ($41.5) 44.51
$45.38
9.34%
New holding
76,355
76,355
DFAC
Dimensional U.S. Core Equity 2 ETF
2025-06-30
Add
Add
+1.02%
●
29.12 ($33.35) 35.84
$37.01
10.96%
Add 1.7%
3,592,902
59,993
DCOR
Dimensional US Core Equity 1 ETF
2025-06-30
Add
Add
+0.35%
●
54.34 ($62.2) 66.85
$68.95
10.85%
Add 107.74%
21,266
11,029
DFIP
Dimensional Inflation-Protected Securities ETF
Dimensional Inflation-Protected Securities ETF
2025-06-30
Add
Add
+0.25%
●
41.11 ($41.57) 42.42
$41.70
0.31%
Add 49.09%
38,116
12,551
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
2025-06-30
Reduce
Reduce
-0.20%
●
47.09 ($47.62) 48.01
$47.88
0.56%
Reduce -2.27%
340,839
-7,912
DUSB
Dimensional Ultrashort Fixed Income ETF
Dimensional Ultrashort Fixed Income ETF
2025-06-30
Add
Add
+0.14%
●
50.6 ($50.73) 50.86
$50.72
-0.03%
Add 3.82%
158,674
5,837
SCHP
Schwab U.S. Tips ETF
2025-06-30
Sold Out
Sold Out
-0.11%
●
26.18 ($26.47) 26.93
$26.59
0.43%
Sold Out
0
-7,731
JPC
Nuveen Preferred & Income Opportunities Fund
Nuveen Preferred & Income Opportunities Fund
2025-06-30
Add
Add
+0.09%
●
7.05 ($7.76) 8.02
$8.04
3.54%
Add 200.5%
37,848
25,253
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
2025-06-30
Add
Add
+0.06%
●
23.37 ($27.5) 29.39
$30.23
9.91%
Add 0.39%
1,150,877
4,437
DFCF
Dimensional Core Fixed Income ETF
2025-06-30
Reduce
Reduce
-0.05%
●
41.1 ($41.71) 42.37
$41.94
0.54%
Reduce -6.13%
33,799
-2,207

Onyx Financial Advisors, LLC Total Holding History ($B)

To

Onyx Financial Advisors, LLC's Asset Allocation

To

Onyx Financial Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Onyx Financial Advisors, LLC's Hypothetical Growth since 2025-06-30

Onyx Financial Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Onyx Financial Advisors, LLC's Holdings Heat Map

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Onyx Financial Advisors, LLC's Holdings Bubble Chart

Onyx Financial Advisors, LLC News

  • 1

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