The Analysis of Onyx Financial Advisors, LLC's Holdings
Currently, Onyx Financial Advisors, LLC holds 17 types of securities in its portfolio with a total value $235.9M. In the most recent quarter, they have increased their positions in DUSB (+36.7K shares, valued at $1.9M), DFAC (+38.0K shares, valued at $1.5M), DFAR (+41.6K shares, valued at $952.1K); decreased their positions in DFUS (-2.2K shares, valued at $164.2K), MSFT (-138 shares, valued at $66.7K), FDVV (-731 shares, valued at $41.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST3.6M shares1.06%2025-12-312026-01-14
DFAX DIMENSIONAL ETF TRUST1.2M shares1.48%2025-12-312026-01-14 DFSD DIMENSIONAL ETF TRUST367.4K shares5.68%2025-12-312026-01-14 DUSB DIMENSIONAL ETF TRUST204.7K shares21.83%2025-12-312026-01-14 DFAR DIMENSIONAL ETF TRUST374.0K shares12.50%2025-12-312026-01-14 GBCI GLACIER BANCORP INC NEW83.5K shares0.00%2025-12-312026-01-14 MSFT MICROSOFT CORP7.2K shares-1.88%2025-12-312026-01-14 DFCF DIMENSIONAL ETF TRUST45.5K shares32.36%2025-12-312026-01-14 DFIP DIMENSIONAL ETF TRUST42.5K shares9.18%2025-12-312026-01-14 DCOR DIMENSIONAL ETF TRUST20.6K shares-0.08%2025-12-312026-01-14 DFUS DIMENSIONAL ETF TRUST15.7K shares-12.33%2025-12-312026-01-14 RVTY REVVITY INC11.4K shares0.00%2025-12-312026-01-14 FDVV FIDELITY COVINGTON TRUST15.9K shares-4.41%2025-12-312026-01-14 ORCL ORACLE CORP4.2K shares0.19%2025-12-312026-01-14 CAT CATERPILLAR INC1.1K shares0.28%2025-12-312026-01-14 JPC NUVEEN PFD & INCOME OPPORTUN50.1K shares32.50%2025-12-312026-01-14 PM PHILIP MORRIS INTL INC1.6K shares0.94%2025-12-312026-01-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available