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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, IWF, and represent 80.43% of Dixon Fnancial Services's stock portfolio.
Added to shares of these 10 stocks: ABNB, MU, GOOG, AAPL, AMZN, DFAU, DFAI, DFLV, DUHP, DIHP.
Started 1 new stock position in ABNB.
Reduced shares in these 10 stocks: JPM, DFIV, NVDA, DFUV, DVY, DFAS, OBDC, WFC, DFUS, AMGN.
Sold out of its positions in DVY, OBDC, WFC.
Dixon Fnancial Services was a net seller of stock by $-4.6M.
Dixon Fnancial Services has $223M in assets under management (AUM), dropping by -1.25%.
Central Index Key (CIK): 0001909993

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Portfolio Holdings for Dixon Fnancial Services

Dixon Fnancial Services holds 44 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Internatnal Val (DFIV)	29.5	$66M		1.2M	52.78	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	17.8	$40M		558k	71.13	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	16.3	$36M		751k	48.46	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	13.7	$31M		431k	70.91	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.1	$6.9M		16k	426.40	View chart
Apple (AAPL)	3.0	$6.8M		27k	253.79	View chart
Amazon (AMZN)	1.8	$4.1M		20k	208.27	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.8	$4.0M		19k	213.67	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	1.6	$3.6M		5.00	718140.00	View chart
Microsoft Corporation (MSFT)	1.4	$3.0M		8.2k	370.17	View chart
American Centy Etf Tr International Lr (AVIV)	0.7	$1.6M		22k	74.83	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.5M	-4%	5.1k	287.56	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.7	$1.4M		18k	80.61	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.6	$1.4M		22k	62.30	View chart
Chevron Corporation (CVX)	0.5	$1.2M	-2%	5.9k	206.90	View chart
Primerica (PRI)	0.5	$1.2M		4.9k	250.48	View chart
NVIDIA Corporation (NVDA)	0.5	$1.1M	-47%	6.5k	174.40	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	0.5	$1.0M		15k	71.85	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	0.4	$925k		12k	77.55	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.4	$798k		9.9k	80.58	View chart
Airbnb Com Cl A (ABNB)	0.3	$773k	NEW	6.1k	126.28	View chart
Micron Technology (MU)	0.3	$772k	+92%	2.3k	337.84	View chart
JPMorgan Chase & Co. (JPM)	0.3	$751k	-67%	2.6k	294.16	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$682k	+56%	2.4k	286.81	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.3	$605k		13k	47.88	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$494k	-3%	856.00	577.18	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$488k	+4%	11k	45.12	View chart
Amgen (AMGN)	0.2	$474k	-15%	1.3k	351.85	View chart
McKesson Corporation (MCK)	0.2	$453k		523.00	865.36	View chart
Applied Materials (AMAT)	0.2	$425k	-8%	1.2k	341.79	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$389k	+2%	10k	38.96	View chart
Broadcom (AVGO)	0.2	$354k		1.1k	309.51	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$339k		8.7k	38.86	View chart
Norfolk Southern (NSC)	0.1	$316k		1.1k	287.00	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$297k		620.00	479.20	View chart
Meta Platforms Cl A (META)	0.1	$293k	-19%	511.00	572.56	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$259k		2.9k	89.33	View chart
Walt Disney Company (DIS)	0.1	$254k		2.6k	96.38	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$244k	+4%	6.8k	35.71	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$233k	+2%	7.2k	32.22	View chart
Oracle Corporation (ORCL)	0.1	$232k	-3%	1.6k	147.11	View chart
Sempra Energy (SRE)	0.1	$227k		2.3k	97.17	View chart
Ge Aerospace Com New (GE)	0.1	$206k	-9%	725.00	283.77	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$205k	+3%	5.6k	36.76	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 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
Dixon Fnancial Services 2022 Q3 filed Oct. 27, 2022
Dixon Fnancial Services 2022 Q2 filed July 29, 2022

View all past filings

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