Dixon Fnancial Services

Dixon Fnancial Services as of March 31, 2025

Portfolio Holdings for Dixon Fnancial Services

Dixon Fnancial Services holds 38 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Internatnal Val (DFIV) 28.7 $53M 1.3M 39.36
Dimensional Etf Trust Us Small Cap Etf (DFAS) 18.6 $34M 575k 59.75
Dimensional Etf Trust Us Mktwide Value (DFUV) 17.3 $32M 775k 41.21
Dimensional Etf Trust Us Equity Market (DFUS) 14.5 $27M 444k 60.48
Ishares Tr Rus 1000 Grw Etf (IWF) 3.2 $5.9M 16k 361.09
Berkshire Hathaway Inc Del Cl A (BRK.A) 2.2 $4.0M 5.00 798441.60
Apple (AAPL) 2.0 $3.7M 17k 222.13
Ishares Tr Rus 1000 Val Etf (IWD) 1.9 $3.6M 19k 188.16
Amazon (AMZN) 1.7 $3.1M 16k 190.26
Microsoft Corporation (MSFT) 1.1 $2.0M 5.4k 375.39
JPMorgan Chase & Co. (JPM) 1.0 $1.9M 7.6k 245.30
Primerica (PRI) 0.7 $1.4M 4.9k 284.53
American Centy Etf Tr International Lr (AVIV) 0.7 $1.2M 22k 56.68
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.6 $1.2M 18k 65.21
American Centy Etf Tr Avantis Us Small (AVSC) 0.6 $1.1M 22k 48.40
Chevron Corporation (CVX) 0.6 $1.1M 6.4k 167.30
American Centy Etf Tr Avantis Intl Sml (AVDS) 0.4 $790k 15k 54.30
American Centy Etf Tr Avantis Us Larg (AVLC) 0.4 $766k 12k 64.20
NVIDIA Corporation (NVDA) 0.3 $608k 5.6k 108.38
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.3 $560k 9.3k 60.17
Dimensional Etf Trust Short Duration F (DFSD) 0.3 $473k 10k 47.52
Amgen (AMGN) 0.3 $467k 1.5k 311.55
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $441k 941.00 468.92
CVS Caremark Corporation (CVS) 0.2 $420k 6.2k 67.75
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.2 $389k 10k 38.44
Ishares Tr Select Divid Etf (DVY) 0.2 $377k 2.8k 134.29
McKesson Corporation (MCK) 0.2 $352k 523.00 672.99
Owl Rock Capital Corporation (OBDC) 0.2 $312k 21k 14.66
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $310k 1.6k 193.99
Alphabet Cap Stk Cl A (GOOGL) 0.2 $307k 2.0k 154.64
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $304k 571.00 532.58
Ida (IDA) 0.1 $272k 2.3k 116.22
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $266k 8.5k 31.23
Norfolk Southern (NSC) 0.1 $261k 1.1k 236.85
Walt Disney Company (DIS) 0.1 $260k 2.6k 98.70
Bank of New York Mellon Corporation (BK) 0.1 $247k 2.9k 83.87
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $226k 2.8k 79.36
Applied Materials (AMAT) 0.1 $209k 1.4k 145.12