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Dixon Fnancial Services

Latest statistics and disclosures from Dixon Fnancial Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFIV, DFAS, DFUV, DFUS, AAPL, and represent 78.17% of Dixon Fnancial Services's stock portfolio.
Added to shares of these 10 stocks: AVGO, QQQ, Dfa Invt Dimensions Group In, GEV, DFSD, DFAU, DIHP, NVDA, DFAI, DFLV.
Started 2 new stock positions in Dfa Invt Dimensions Group In, GEV.
Reduced shares in these 10 stocks: DFIV, DFUV, DFAS, DFUS, DUHP, SRE, AAPL, AMAT, JPM, GE.
Sold out of its positions in DUHP, SRE.
Dixon Fnancial Services was a net seller of stock by $-83k.
Dixon Fnancial Services has $249M in assets under management (AUM), dropping by 1.02%.
Central Index Key (CIK): 0001909993

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Portfolio Holdings for Dixon Fnancial Services

Dixon Fnancial Services holds 48 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Internatnal Val (DFIV)	27.2	$68M		1.2M	55.86	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	17.0	$42M		547k	77.42	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	16.2	$41M		736k	55.00	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	14.1	$35M		424k	83.03	View chart
Apple (AAPL)	3.7	$9.2M		28k	333.02	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.3	$8.2M		65k	125.26	View chart
Amazon (AMZN)	2.0	$4.9M		20k	249.15	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.9	$4.7M		19k	247.93	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	1.5	$3.7M		5.00	747005.00	View chart
Microsoft Corporation (MSFT)	1.4	$3.5M		6.9k	512.90	View chart
Broadcom (AVGO)	0.8	$2.0M	+397%	5.7k	351.19	View chart
Micron Technology (MU)	0.7	$1.8M		1.7k	1065.11	View chart
American Centy Etf Tr International Lr (AVIV)	0.7	$1.7M		22k	79.63	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.7	$1.6M		18k	90.44	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$1.6M		4.5k	344.08	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	0.6	$1.5M		22k	69.14	View chart
NVIDIA Corporation (NVDA)	0.6	$1.4M		6.3k	228.37	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$1.4M	+119%	1.8k	739.77	View chart
Primerica (PRI)	0.5	$1.3M		4.9k	272.39	View chart
Chevron Corporation (CVX)	0.5	$1.2M		6.0k	204.19	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	0.5	$1.1M		15k	78.13	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	0.4	$1.1M		12k	90.27	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.4	$932k		9.9k	94.02	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.3	$864k	+14%	19k	46.47	View chart
JPMorgan Chase & Co. (JPM)	0.3	$841k		2.5k	330.83	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$825k		2.4k	340.69	View chart
Airbnb Com Cl A (ABNB)	0.3	$742k		4.6k	160.65	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$600k	+5%	12k	52.36	View chart
Amgen (AMGN)	0.2	$567k		1.3k	421.51	View chart
Applied Materials (AMAT)	0.2	$543k	-14%	1.1k	511.38	View chart
McKesson Corporation (MCK)	0.2	$447k		523.00	853.81	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$424k	+3%	10k	41.43	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.2	$388k		8.7k	44.45	View chart
Meta Platforms Cl A (META)	0.2	$385k		531.00	725.82	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.2	$380k	+4%	9.5k	40.17	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$351k	+6%	10k	33.69	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$342k		371.00	922.34	View chart
Dfa Invt Dimensions Group In U.s. High Relati	0.1	$342k	NEW	8.2k	41.91	View chart
Ge Vernova (GEV)	0.1	$341k	NEW	359.00	950.49	View chart
Norfolk Southern (NSC)	0.1	$340k		1.1k	309.00	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$309k		620.00	497.95	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$284k		2.9k	97.20	View chart
Walt Disney Company (DIS)	0.1	$276k		2.6k	104.90	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$236k	+7%	6.5k	36.23	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.1	$228k		2.9k	78.32	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$226k		4.8k	47.17	View chart
Ge Aerospace Com New (GE)	0.1	$225k		722.00	312.20	View chart
Oracle Corporation (ORCL)	0.1	$216k		1.6k	137.30	View chart

Past Filings by Dixon Fnancial Services

SEC 13F filings are viewable for Dixon Fnancial Services going back to 2021

Dixon Fnancial Services 2026 Q3 filed Oct. 23, 2026
Dixon Fnancial Services 2026 Q2 filed July 14, 2026
Dixon Fnancial Services 2026 Q1 filed April 15, 2026
Dixon Fnancial Services 2025 Q4 filed Jan. 15, 2026
Dixon Fnancial Services 2025 Q3 filed Oct. 8, 2025
Dixon Fnancial Services 2025 Q2 filed July 28, 2025
Dixon Fnancial Services 2025 Q1 filed April 22, 2025
Dixon Fnancial Services 2024 Q4 filed Jan. 23, 2025
Dixon Fnancial Services 2024 Q3 filed Oct. 22, 2024
Dixon Fnancial Services 2024 Q2 filed July 16, 2024
Dixon Fnancial Services 2024 Q1 filed April 16, 2024
Dixon Fnancial Services 2023 Q4 filed Jan. 12, 2024
Dixon Fnancial Services 2023 Q3 filed Nov. 14, 2023
Dixon Fnancial Services 2023 Q2 filed July 31, 2023
Dixon Fnancial Services 2023 Q1 filed April 24, 2023
Dixon Fnancial Services 2022 Q4 filed Jan. 18, 2023

View all past filings

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