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 |