Dixon Fnancial Services, Inc. Top Holdings and 13F Report (2025) About Dixon Fnancial Services, Inc.Investment ActivityDixon Fnancial Services, Inc. has $184.16 million in total holdings as of December 31, 2024.Dixon Fnancial Services, Inc. owns shares of 38 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 0.31% of the portfolio was purchased this quarter.About 1.43% of the portfolio was sold this quarter.This quarter, Dixon Fnancial Services, Inc. has purchased 37 new stocks and bought additional shares in 4 stocks.Dixon Fnancial Services, Inc. sold shares of 18 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional International Value ETF $49,240,710Dimensional U.S. Small Cap ETF $37,628,858Dimensional US Marketwide Value ETF $31,866,327Dimensional U.S. Equity ETF $28,869,761iShares Russell 1000 Growth ETF $7,658,131 Largest New Holdings this Quarter Berkshire Hathaway $258,823 HoldingSempra $204,563 Holding Largest Purchases this Quarter Berkshire Hathaway 571 shares (about $258.82K)Sempra 2,332 shares (about $204.56K)Dimensional Short-Duration Fixed Income ETF 1,170 shares (about $54.85K)Microsoft 106 shares (about $44.68K)Applied Materials 76 shares (about $12.36K) Largest Sales this Quarter Dimensional U.S. Equity ETF 18,863 shares (about $1.20M)Dimensional U.S. Small Cap ETF 6,283 shares (about $408.90K)Dimensional International Value ETF 9,327 shares (about $330.92K)Dimensional US Marketwide Value ETF 6,984 shares (about $285.79K)Chevron 367 shares (about $53.16K) 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$49,240,710$330,922 ▼-0.7%1,387,84426.7%ETFDFASDimensional U.S. Small Cap ETF$37,628,858$408,898 ▼-1.1%578,19420.4%ETFDFUVDimensional US Marketwide Value ETF$31,866,327$285,785 ▼-0.9%778,74717.3%ETFDFUSDimensional U.S. Equity ETF$28,869,761$1,202,516 ▼-4.0%452,85915.7%ETFIWFiShares Russell 1000 Growth ETF$7,658,1310.0%19,0704.2%ETFAAPLApple$4,234,896$14,024 ▼-0.3%16,9112.3%Computer and TechnologyAMZNAmazon.com$3,564,868$8,995 ▼-0.3%16,2491.9%Retail/WholesaleIWDiShares Russell 1000 Value ETF$2,408,5410.0%13,0101.3%ETFMSFTMicrosoft$2,306,448$44,679 ▲2.0%5,4721.3%Computer and TechnologyJPMJPMorgan Chase & Co.$1,820,597$3,835 ▼-0.2%7,5951.0%FinancePRIPrimerica$1,318,2870.0%4,8570.7%FinanceAVSCAvantis U.S. Small Cap Equity ETF$1,211,4670.0%22,2860.7%ETFAVLVAvantis U.S. Large Cap Value ETF$1,199,4560.0%17,9640.7%ETFAVIVAvantis International Large Cap Value ETF$1,128,3060.0%21,7400.6%ETFCVXChevron$981,057$53,159 ▼-5.1%6,7730.5%EnergyAMERICAN CENTY ETF TR$806,0740.0%11,9330.4%AVANTIS US LARGAMERICAN CENTY ETF TR$753,5830.0%14,5400.4%AVANTIS INTL SMLNVDANVIDIA$752,830$14,638 ▼-1.9%5,6060.4%Computer and TechnologyAVEMAvantis Emerging Markets Equity ETF$547,5700.0%9,3140.3%ETFQQQInvesco QQQ$481,0670.0%9410.3%FinanceDFSDDimensional Short-Duration Fixed Income ETF$449,860$54,850 ▲13.9%9,5960.2%ETFDFAUDimensional US Core Equity Market ETF$394,030$24,131 ▼-5.8%9,7320.2%ETFAMGNAmgen$390,960$1,303 ▼-0.3%1,5000.2%MedicalGOOGLAlphabet$371,975$13,630 ▼-3.5%1,9650.2%Computer and TechnologyDVYiShares Select Dividend ETF$368,2680.0%2,8050.2%ETFOBDCBlue Owl Capital$321,3000.0%21,2500.2%FinanceVIGVanguard Dividend Appreciation ETF$313,3280.0%1,6000.2%ETFMCKMcKesson$298,063$1,140 ▼-0.4%5230.2%MedicalDISWalt Disney$293,185$557 ▼-0.2%2,6330.2%Consumer DiscretionaryCVSCVS Health$277,959$269 ▼-0.1%6,1920.2%MedicalBRK.BBerkshire Hathaway$258,823$258,823 ▲New Holding5710.1%FinanceNSCNorfolk Southern$258,170$235 ▼-0.1%1,1000.1%TransportationIDAIDACORP$255,4970.0%2,3380.1%UtilitiesDFAIDimensional International Core Equity Market ETF$239,351$17,140 ▼-6.7%8,1970.1%ETFAMATApplied Materials$234,675$12,360 ▲5.6%1,4430.1%Computer and TechnologyBKBank of New York Mellon$226,418$307 ▼-0.1%2,9470.1%FinanceDLNWisdomTree U.S. LargeCap Dividend Fund$220,414$1,167 ▲0.5%2,8330.1%FinanceSRESempra$204,563$204,563 ▲New Holding2,3320.1%UtilitiesIWCiShares Micro-Cap ETF$0$246,640 ▼-100.0%00.0%ETFShowing 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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