Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2021 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 38.4% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 27.0% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 19.0% |
ISHARES TR | 8 | Q3 2023 | 4.6% |
APPLE INC | 8 | Q3 2023 | 2.3% |
AMAZON COM INC | 8 | Q3 2023 | 2.0% |
ISHARES TR | 8 | Q3 2023 | 1.3% |
MICROSOFT CORP | 8 | Q3 2023 | 1.3% |
CHEVRON CORP NEW | 8 | Q3 2023 | 1.2% |
JPMORGAN CHASE & CO | 8 | Q3 2023 | 0.9% |
View DIXON FNANCIAL SERVICES, INC.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-16 |
13F-HR | 2024-01-12 |
13F-HR | 2023-11-14 |
13F-HR | 2023-07-31 |
13F-HR | 2023-04-24 |
13F-HR | 2023-01-18 |
13F-HR | 2022-10-27 |
13F-HR | 2022-07-29 |
13F-HR | 2022-04-20 |
13F-HR | 2022-02-10 |
View DIXON FNANCIAL SERVICES, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.