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The Analysis of Onyx Financial Advisors, LLC's Holdings & P&L

Currently, Onyx Financial Advisors, LLC holds 18 types of securities in its portfolio with a total value $240.8M. In the most recent quarter, they have increased their positions in DFAC (+49.1K shares, valued at $1.9M), DFCF (+30.2K shares, valued at $1.3M), DUSB (+22.4K shares, valued at $1.1M); decreased their positions in DFAX (-3.8K shares, valued at $128.9K), GBCI (-2.7K shares, valued at $120.4K); initiated new positions in SYK (+1.1K shares, valued at $365.4K).

1M P&L

+7.5M+2.94%

3M P&L

+9.6M+3.76%

HY P&L

+26.9M+11.36%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A231.6M

96.1%

2Banks - Regional3.6M

1.5%

3Software - Infrastructure3.3M

1.4%

Top Industries by Stock Count

1N/A11 stocks

61.1%

2Software - Infrastructure2 stocks

11.1%

3Farm & Heavy Construction Machinery1 stocks

5.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST3.7M shares1.35%2026-03-312026-04-14

DFAX DIMENSIONAL ETF TRUST1.2M shares-0.33%2026-03-312026-04-14

DFSD DIMENSIONAL ETF TRUST386.2K shares5.11%2026-03-312026-04-14

DUSB DIMENSIONAL ETF TRUST227.1K shares10.97%2026-03-312026-04-14

DFAR DIMENSIONAL ETF TRUST413.2K shares10.48%2026-03-312026-04-14

GBCI GLACIER BANCORP INC NEW80.8K shares-3.23%2026-03-312026-04-14

DFCF DIMENSIONAL ETF TRUST75.7K shares66.36%2026-03-312026-04-14

MSFT MICROSOFT CORP7.2K shares0.22%2026-03-312026-04-14

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DFIP DIMENSIONAL ETF TRUST54.1K shares27.19%2026-03-312026-04-14

DCOR DIMENSIONAL ETF TRUST21.2K shares2.99%2026-03-312026-04-14

DFUS DIMENSIONAL ETF TRUST15.7K shares0.01%2026-03-312026-04-14

FDVV FIDELITY COVINGTON TRUST18.4K shares16.26%2026-03-312026-04-14

RVTY REVVITY INC11.4K shares0.00%2026-03-312026-04-14

CAT CATERPILLAR INC1.1K shares0.19%2026-03-312026-04-14

ORCL ORACLE CORP4.2K shares0.29%2026-03-312026-04-14

JPC NUVEEN PFD & INCOME OPPORTUN50.1K shares0.00%2026-03-312026-04-14

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SYK STRYKER CORPORATION1.1K sharesnew addition2026-03-312026-04-14

PM PHILIP MORRIS INTL INC1.6K shares0.93%2026-03-312026-04-14

DFAC

DIMENSIONAL ETF TRUST

1.35%

Shares3.7M

Event2026-03-31

Filed2026-04-14

DFAX

DIMENSIONAL ETF TRUST

-0.33%

Shares1.2M

Event2026-03-31

Filed2026-04-14

DFSD

DIMENSIONAL ETF TRUST

5.11%

Shares386.2K

Event2026-03-31

Filed2026-04-14

DUSB

DIMENSIONAL ETF TRUST

10.97%

Shares227.1K

Event2026-03-31

Filed2026-04-14

DFAR

DIMENSIONAL ETF TRUST

10.48%

Shares413.2K

Event2026-03-31

Filed2026-04-14

GBCI

GLACIER BANCORP INC NEW

-3.23%

Shares80.8K

Event2026-03-31

Filed2026-04-14

DFCF

DIMENSIONAL ETF TRUST

66.36%

Shares75.7K

Event2026-03-31

Filed2026-04-14

MSFT

MICROSOFT CORP

0.22%

Shares7.2K

Event2026-03-31

Filed2026-04-14

DFIP

DIMENSIONAL ETF TRUST

27.19%

Shares54.1K

Event2026-03-31

Filed2026-04-14

DCOR

DIMENSIONAL ETF TRUST

2.99%

Shares21.2K

Event2026-03-31

Filed2026-04-14

DFUS

DIMENSIONAL ETF TRUST

0.01%

Shares15.7K

Event2026-03-31

Filed2026-04-14

FDVV

FIDELITY COVINGTON TRUST

16.26%

Shares18.4K

Event2026-03-31

Filed2026-04-14

RVTY

REVVITY INC

0.00%

Shares11.4K

Event2026-03-31

Filed2026-04-14

CAT

CATERPILLAR INC

0.19%

Shares1.1K

Event2026-03-31

Filed2026-04-14

ORCL

ORACLE CORP

0.29%

Shares4.2K

Event2026-03-31

Filed2026-04-14

JPC

NUVEEN PFD & INCOME OPPORTUN

0.00%

Shares50.1K

Event2026-03-31

Filed2026-04-14

SYK

STRYKER CORPORATION

New

Shares1.1K

Event2026-03-31

Filed2026-04-14

PHILIP MORRIS INTL INC

0.93%

Shares1.6K

Event2026-03-31

Filed2026-04-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available