Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 79.59% of Dixon Fnancial Services's stock portfolio.
Added to shares of these 10 stocks: IWF (+$6.1M), STX, AAPL, ARTY, DFSU, DFIS, DFSD, DFLV, DIHP, DUHP.
Started 4 new stock positions in ARTY, DFSU, DFIS, STX.
Reduced shares in these 10 stocks: MU, DFIV, MSFT, DFAS, DFUV, ABNB, GOOGL, DFUS, NVDA, QQQ.
Dixon Fnancial Services was a net buyer of stock by $4.9M.
Dixon Fnancial Services has $247M in assets under management (AUM), dropping by 10.85%.
Central Index Key (CIK): 0001909993

Tip: Access up to 7 years of quarterly data

Positions held by Dixon Fnancial Services consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Dixon Fnancial Services

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

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Internatnal Val (DFIV)	27.0	$67M		1.2M	54.02	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	18.5	$46M		554k	82.34	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	16.6	$41M		746k	55.01	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	14.2	$35M		429k	81.94	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.3	$8.1M	+300%	65k	124.17	View chart
Apple (AAPL)	3.3	$8.0M	+3%	28k	289.36	View chart
Amazon (AMZN)	1.9	$4.7M		20k	238.34	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.9	$4.6M		19k	242.43	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	1.5	$3.7M		5.00	748850.00	View chart
Microsoft Corporation (MSFT)	1.0	$2.6M	-16%	6.9k	373.02	View chart
Micron Technology (MU)	0.8	$1.9M	-26%	1.7k	1154.29	View chart
American Centy Etf Tr International Lr (AVIV)	0.7	$1.7M		22k	77.42	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.7	$1.6M		18k	91.21	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	0.7	$1.6M		22k	73.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.6M	-11%	4.5k	357.37	View chart
Primerica (PRI)	0.6	$1.4M		4.9k	284.20	View chart
NVIDIA Corporation (NVDA)	0.5	$1.2M	-4%	6.2k	200.09	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	0.4	$1.1M		15k	75.26	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	0.4	$1.1M		12k	89.96	View chart
Chevron Corporation (CVX)	0.4	$995k		6.0k	165.77	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.4	$956k		9.9k	96.49	View chart
Applied Materials (AMAT)	0.4	$899k		1.2k	723.00	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$843k		2.4k	353.27	View chart
JPMorgan Chase & Co. (JPM)	0.3	$836k		2.6k	327.33	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.3	$777k	+28%	16k	47.75	View chart
Airbnb Com Cl A (ABNB)	0.3	$661k	-24%	4.6k	143.10	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$614k	-2%	834.00	736.40	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$564k		11k	51.69	View chart
Amgen (AMGN)	0.2	$487k		1.3k	362.12	View chart
Broadcom (AVGO)	0.2	$431k		1.1k	377.75	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$406k		9.8k	41.25	View chart
McKesson Corporation (MCK)	0.2	$395k		523.00	755.60	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.2	$387k		8.7k	44.36	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.1	$359k	+32%	9.1k	39.54	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$358k	NEW	371.00	965.00	View chart
Norfolk Southern (NSC)	0.1	$346k		1.1k	314.59	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$333k	+35%	9.8k	34.12	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.1	$315k	+35%	7.5k	41.73	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$310k		620.00	500.39	View chart
Meta Platforms Cl A (META)	0.1	$299k	+3%	531.00	563.75	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$281k		2.9k	96.32	View chart
Ge Aerospace Com New (GE)	0.1	$271k		725.00	373.73	View chart
Walt Disney Company (DIS)	0.1	$253k		2.6k	96.25	View chart
Oracle Corporation (ORCL)	0.1	$231k		1.6k	146.55	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.1	$222k	NEW	2.9k	76.16	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$221k	NEW	4.7k	46.63	View chart
Sempra Energy (SRE)	0.1	$216k		2.3k	92.71	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$213k	NEW	6.1k	35.03	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 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
Dixon Fnancial Services 2022 Q3 filed Oct. 27, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z