StockDriftsStockDriftsTop 18 Onyx Financial Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 59.32% | 3.68M | $142.9M | +1.35%(+49.06K) | $25.09(+70.15%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 16.37% | 1.16M | $39.4M | -0.33%(-3.79K) | $21.76(+69.02%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 7.68% | 386.2K | $18.5M | +5.11%(+18.78K) | $46.66(+2.64%) | 2026-03-31 | |
| DUSB | DIMENSIONAL ETF TRUST | 4.78% | 227.1K | $11.5M | +10.97%(+22.45K) | $50.58(+0.43%) | 2026-03-31 | |
| DFAR | DIMENSIONAL ETF TRUST | 4.06% | 413.2K | $9.8M | +10.48%(+39.19K) | $22.10(+16.25%) | 2026-03-31 | |
| GBCI | GLACIER BANCORP INC NEW | 1.5% | 80.8K | $3.6M | -3.23%(-2.69K) | $43.65(+11.49%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 1.33% | 75.7K | $3.2M | +66.36%(+30.19K) | $42.12(+0.32%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.11% | 7.2K | $2.7M | +0.22%(+16) | $353.36(+16.42%) | 2026-03-31 | |
| DFIP | DIMENSIONAL ETF TRUST | 0.94% | 54.1K | $2.3M | +27.19%(+11.56K) | $41.55(+1.40%) | 2026-03-31 | |
| DCOR | DIMENSIONAL ETF TRUST | 0.63% | 21.2K | $1.5M | +2.99%(+616) | $60.39(+31.19%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.48% | +42.31% |
| Top 20 Holdings Unweighted | +9.13% | +29.95% |
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