Onyx Financial Advisors, LLC - Portfolio overview

Onyx Financial Advisors, LLC has 20 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

  1. DFAC - DIMENSIONAL ETF TRUST, 59.21%
  2. DFAX - DIMENSIONAL ETF TRUST, 16.34%
  3. DFSD - DIMENSIONAL ETF TRUST, 7.66%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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