Dixon Fnancial Services, Inc. Top Holdings and 13F Report (2025) About Dixon Fnancial Services, Inc.Investment ActivityDixon Fnancial Services, Inc. has $198.02 million in total holdings as of June 30, 2025.Dixon Fnancial Services, Inc. owns shares of 40 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 0.43% of the portfolio was purchased this quarter.About 0.73% of the portfolio was sold this quarter.This quarter, Dixon Fnancial Services, Inc. has purchased 38 new stocks and bought additional shares in 5 stocks.Dixon Fnancial Services, Inc. sold shares of 9 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional International Value ETF $57,273,025Dimensional U.S. Small Cap ETF $36,552,827Dimensional US Marketwide Value ETF $32,609,803Dimensional U.S. Equity ETF $29,604,410iShares Russell 1000 Growth ETF $6,914,710 Largest New Holdings this Quarter 25434V708 - Dimensional U.S. Core Equity 2 ETF $312,737 Holding46438F101 - ISHARES BITCOIN TRUST ETF $226,722 Holding68389X105 - Oracle $218,849 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 8,726 shares (about $312.74K)ISHARES BITCOIN TRUST ETF 3,704 shares (about $226.72K)Oracle 1,001 shares (about $218.85K)Avantis Emerging Markets Equity ETF 594 shares (about $40.71K)Dimensional International Core Equity Market ETF 1,122 shares (about $38.79K) Largest Sales this Quarter Dimensional International Value ETF 12,781 shares (about $547.41K)Dimensional US Marketwide Value ETF 3,897 shares (about $164.77K)Dimensional U.S. Equity ETF 2,378 shares (about $159.37K)Microsoft 250 shares (about $124.35K)Apple 340 shares (about $69.76K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDixon Fnancial Services, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFIVDimensional International Value ETF$57,273,025$547,410 ▼-0.9%1,337,21728.9%ETFDFASDimensional U.S. Small Cap ETF$36,552,827$66,449 ▼-0.2%573,73818.5%ETFDFUVDimensional US Marketwide Value ETF$32,609,803$164,765 ▼-0.5%771,28216.5%ETFDFUSDimensional U.S. Equity ETF$29,604,410$159,374 ▼-0.5%441,72515.0%ETFIWFiShares Russell 1000 Growth ETF$6,914,7100.0%16,2863.5%ETFIWDiShares Russell 1000 Value ETF$3,676,7740.0%18,9301.9%ETFBRK.ABerkshire Hathaway$3,644,0000.0%51.8%FinanceAMZNAmazon.com$3,569,2560.0%16,2691.8%Retail/WholesaleAAPLApple$3,385,545$69,759 ▼-2.0%16,5011.7%Computer and TechnologyMSFTMicrosoft$2,585,543$124,353 ▼-4.6%5,1981.3%Computer and TechnologyJPMJPMorgan Chase & Co.$2,172,875$28,991 ▼-1.3%7,4951.1%FinanceAVIVAvantis International Large Cap Value ETF$1,352,9890.0%21,7400.7%ETFPRIPrimerica$1,329,2150.0%4,8570.7%FinanceAVLVAvantis U.S. Large Cap Value ETF$1,225,3240.0%17,9640.6%ETFAVSCAvantis U.S. Small Cap Equity ETF$1,149,2890.0%22,2860.6%ETFCVXChevron$918,969$859 ▲0.1%6,4180.5%EnergyAMERICAN CENTY ETF TR$904,4840.0%14,5400.5%AVANTIS INTL SMLNVDANVIDIA$885,6920.0%5,6060.4%Computer and TechnologyAMERICAN CENTY ETF TR$847,7200.0%11,9330.4%AVANTIS US LARGAVEMAvantis Emerging Markets Equity ETF$679,071$40,711 ▲6.4%9,9080.3%ETFQQQInvesco QQQ$519,0930.0%9410.3%FinanceDFSDDimensional Short-Duration Fixed Income ETF$465,121$13,107 ▼-2.7%9,6880.2%ETFDFAUDimensional US Core Equity Market ETF$439,737$10,632 ▲2.5%10,3810.2%ETFCVSCVS Health$427,1240.0%6,1920.2%MedicalAMGNAmgen$418,8150.0%1,5000.2%MedicalMCKMcKesson$383,2440.0%5230.2%MedicalDVYiShares Select Dividend ETF$372,5320.0%2,8050.2%ETFGOOGLAlphabet$349,8170.0%1,9850.2%Computer and TechnologyDFAIDimensional International Core Equity Market ETF$332,810$38,788 ▲13.2%9,6270.2%ETFVIGVanguard Dividend Appreciation ETF$327,4720.0%1,6000.2%ETFDISWalt Disney$326,5180.0%2,6330.2%Consumer DiscretionaryDFACDimensional U.S. Core Equity 2 ETF$312,737$312,737 ▲New Holding8,7260.2%ETFOBDCBlue Owl Capital$304,7250.0%21,2500.2%FinanceNSCNorfolk Southern$281,5670.0%1,1000.1%TransportationBRK.BBerkshire Hathaway$277,3750.0%5710.1%FinanceIDAIDACORP$269,9220.0%2,3380.1%UtilitiesAMATApplied Materials$249,524$14,646 ▼-5.5%1,3630.1%Computer and TechnologyDLNWisdomTree U.S. LargeCap Dividend Fund$235,058$1,314 ▲0.6%2,8620.1%FinanceISHARES BITCOIN TRUST ETF$226,722$226,722 ▲New Holding3,7040.1%SHS BEN INTORCLOracle$218,849$218,849 ▲New Holding1,0010.1%Computer and TechnologyBKBank of New York Mellon$0$247,165 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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