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Size ($ in 1000's)
At 03/31/2024: $180,599 At 12/31/2023: $162,557
Dixon Fnancial Services Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Dixon Fnancial Services Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Dixon Fnancial Services Inc. top holdings by largest position size, as per the latest 13f filing made by Dixon Fnancial Services Inc..
In the Dixon Fnancial Services Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Dixon Fnancial Services Inc. in that top holding, then the share count change between reporting periods, and finally the Dixon Fnancial Services Inc. top holding position size
for that row.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ 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.
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