Portfolio (Quarterly)
Guide ↗
Onyx Financial Advisors, LLC
· CIK 0001957840| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | — | 15,416.0 | $1.3M | 0.46% | -327.0 | -2.1% | $81.94 | +2.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
41.8%
Technology
30.3%
Healthcare
14.8%
Industrials
10.4%
Consumer Defensive
2.7%