DIXON FNANCIAL SERVICES, INC. 13F Holdings
CIK 0001909993 · LAFAYETTE, CA
As of Sep 30, 2025, DIXON FNANCIAL SERVICES, INC. reported 48 positions worth $219.6M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 1,323,891 | $61.1M | 27.81% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 563,457 | $38.6M | 17.57% |
| DIMENSIONAL US MARKETWIDE VALUE ETF | DFUV | — | 764,905 | $34.2M | 15.57% |
| DIMENSIONAL US EQUITY MARKET ETF | DFUS | — | 434,397 | $31.5M | 14.33% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 16,286 | $7.6M | 3.47% |
| APPLE INC | AAPL | Technology | 26,576 | $6.8M | 3.08% |
| MICROSOFT CORP | MSFT | Technology | 8,240 | $4.3M | 1.94% |
| AMAZON.COM INC | AMZN | Equity | 19,229 | $4.2M | 1.92% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 18,930 | $3.9M | 1.76% |
| BERKSHIRE HATHAWAY INC | BRK.A | Financial Services | 5 | $3.8M | 1.72% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 7,828 | $2.5M | 1.12% |
| NVIDIA CORP | NVDA | Technology | 12,247 | $2.3M | 1.04% |
| AMERICAN CENTY ETF TR | — | — | 21,740 |