HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 DIMENSIONAL ETF TRUST (DFIV) |
1,412,969 | -3,197 | $51,927 |
| DFIV | 1,412,969 | -3,197 | $51,927 |
| DIMENSIONAL ETF TRUST (DFAS) |
590,435 | -4,933 | $36,808 |
| DFAS | 590,435 | -4,933 | $36,808 |
| DIMENSIONAL ETF TRUST (DFUV) |
796,371 | -7,340 | $32,572 |
| DFUV | 796,371 | -7,340 | $32,572 |
| DIMENSIONAL ETF TRUST (DFUS) |
479,334 | -2,693 | $27,312 |
| DFUS | 479,334 | -2,693 | $27,312 |
| ISHARES TR (IWF) |
19,070 | UNCH | $6,428 |
| IWF | 19,070 | UNCH | $6,428 |
| AMAZON COM INC |
16,281 | +1 | $2,937 |
| AMZN | 16,281 | +1 | $2,937 |
| APPLE INC |
16,761 | -200 | $2,874 |
| AAPL | 16,761 | -200 | $2,874 |
| ISHARES TR (IWD) |
13,010 | UNCH | $2,330 |
| IWD | 13,010 | UNCH | $2,330 |
| MICROSOFT CORP |
5,210 | UNCH | $2,192 |
| MSFT | 5,210 | UNCH | $2,192 |
| JPMORGAN CHASE & CO |
7,611 | -122 | $1,524 |
| JPM | 7,611 | -122 | $1,524 |
| PRIMERICA INC |
4,857 | UNCH | $1,229 |
| PRI | 4,857 | UNCH | $1,229 |
| AMERICAN CENTY ETF TR (AVIV) |
21,740 | +21,740 | $1,176 |
| AVIV | 21,740 | +21,740 | $1,176 |
| AMERICAN CENTY ETF TR (AVSC) |
22,286 | +22,286 | $1,167 |
| AVSC | 22,286 | +22,286 | $1,167 |
| AMERICAN CENTY ETF TR (AVLV) |
17,964 | +17,964 | $1,154 |
| AVLV | 17,964 | +17,964 | $1,154 |
| CHEVRON CORP NEW |
7,130 | +5 | $1,125 |
| CVX | 7,130 | +5 | $1,125 |
| AMERICAN CENTY ETF TR (AVDS) |
14,540 | +14,540 | $773 |
| AVDS | 14,540 | +14,540 | $773 |
| AMERICAN CENTY ETF TR (AVLC) |
11,933 | +11,933 | $738 |
| AVLC | 11,933 | +11,933 | $738 |
| AMERICAN CENTY ETF TR (AVEM) |
9,314 | +9,314 | $540 |
| AVEM | 9,314 | +9,314 | $540 |
| CVS HEALTH CORP |
6,199 | +4 | $494 |
| CVS | 6,199 | +4 | $494 |
| NVIDIA CORPORATION |
508 | +508 | $459 |
| NVDA | 508 | +508 | $459 |
| AMGEN INC |
1,505 | UNCH | $428 |
| AMGN | 1,505 | UNCH | $428 |
| INVESCO QQQ TR |
942 | UNCH | $418 |
| QQQ | 942 | UNCH | $418 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
2,030 | UNCH | $371 |
| VIG | 2,030 | UNCH | $371 |
| ISHARES TR (DVY) |
2,830 | UNCH | $349 |
| DVY | 2,830 | UNCH | $349 |
| BLUE OWL CAPITAL CORPORATION |
21,250 | UNCH | $327 |
| OBDC | 21,250 | UNCH | $327 |
| DIMENSIONAL ETF TRUST (DFSD) |
6,874 | +2,083 | $323 |
| DFSD | 6,874 | +2,083 | $323 |
| DISNEY WALT CO |
2,638 | +3 | $323 |
| DIS | 2,638 | +3 | $323 |
| DIMENSIONAL ETF TRUST (DFAU) |
8,774 | +1,232 | $321 |
| DFAU | 8,774 | +1,232 | $321 |
| APPLIED MATLS INC |
1,367 | UNCH | $282 |
| AMAT | 1,367 | UNCH | $282 |
| MCKESSON CORP |
525 | UNCH | $282 |
| MCK | 525 | UNCH | $282 |
| NORFOLK SOUTHN CORP |
1,101 | -200 | $281 |
| NSC | 1,101 | -200 | $281 |
| ALPHABET INC |
1,717 | -6 | $259 |
| GOOGL | 1,717 | -6 | $259 |
| ISHARES TR (IWC) |
2,000 | -74 | $242 |
| IWC | 2,000 | -74 | $242 |
| IDACORP INC |
2,338 | UNCH | $217 |
| IDA | 2,338 | UNCH | $217 |
| DIMENSIONAL ETF TRUST (DFAI) |
7,140 | +7,140 | $216 |
| DFAI | 7,140 | +7,140 | $216 |
See Full List: All Stocks Held By Dixon Fnancial Services Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Dixon Fnancial Services Inc.
|
Size ($ in 1000's)
At 03/31/2024: $180,599 At 12/31/2023: $162,557 Dixon Fnancial Services Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Dixon Fnancial Services Inc. 13F filings. Link to 13F filings: SEC filings |
