Dixon Fnancial Services, Inc. Top Holdings and 13F Report (2025) About Dixon Fnancial Services, Inc.Investment ActivityDixon Fnancial Services, Inc. has $185.02 million in total holdings as of March 31, 2025.Dixon Fnancial Services, Inc. owns shares of 38 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 2.79% of the portfolio was purchased this quarter.About 1.98% of the portfolio was sold this quarter.This quarter, Dixon Fnancial Services, Inc. has purchased 38 new stocks and bought additional shares in 7 stocks.Dixon Fnancial Services, Inc. sold shares of 8 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional International Value ETF $53,135,916Dimensional U.S. Small Cap ETF $34,343,146Dimensional US Marketwide Value ETF $31,945,127Dimensional U.S. Equity ETF $26,859,349iShares Russell 1000 Growth ETF $5,880,712 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $3,992,208 Holding Largest Purchases this Quarter Berkshire Hathaway 5 shares (about $3.99M)iShares Russell 1000 Value ETF 5,920 shares (about $1.11M)Dimensional Short-Duration Fixed Income ETF 365 shares (about $17.34K)Dimensional US Core Equity Market ETF 398 shares (about $15.30K)Dimensional International Core Equity Market ETF 308 shares (about $9.62K) Largest Sales this Quarter Dimensional International Value ETF 37,846 shares (about $1.49M)iShares Russell 1000 Growth ETF 2,784 shares (about $1.01M)Dimensional U.S. Equity ETF 8,756 shares (about $529.56K)Dimensional U.S. Small Cap ETF 3,413 shares (about $203.93K)Dimensional US Marketwide Value ETF 3,568 shares (about $147.04K) 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$53,135,916$1,489,618 ▼-2.7%1,349,99828.7%ETFDFASDimensional U.S. Small Cap ETF$34,343,146$203,927 ▼-0.6%574,78118.6%ETFDFUVDimensional US Marketwide Value ETF$31,945,127$147,037 ▼-0.5%775,17917.3%ETFDFUSDimensional U.S. Equity ETF$26,859,349$529,563 ▼-1.9%444,10314.5%ETFIWFiShares Russell 1000 Growth ETF$5,880,712$1,005,275 ▼-14.6%16,2863.2%ETFBRK.ABerkshire Hathaway$3,992,208$3,992,208 ▲New Holding52.2%FinanceAAPLApple$3,740,930$15,549 ▼-0.4%16,8412.0%Computer and TechnologyIWDiShares Russell 1000 Value ETF$3,561,869$1,113,907 ▲45.5%18,9301.9%ETFAMZNAmazon.com$3,095,340$3,805 ▲0.1%16,2691.7%Retail/WholesaleMSFTMicrosoft$2,045,127$9,009 ▼-0.4%5,4481.1%Computer and TechnologyJPMJPMorgan Chase & Co.$1,863,0540.0%7,5951.0%FinancePRIPrimerica$1,381,9620.0%4,8570.7%FinanceAVIVAvantis International Large Cap Value ETF$1,232,2230.0%21,7400.7%ETFAVLVAvantis U.S. Large Cap Value ETF$1,171,4320.0%17,9640.6%ETFAVSCAvantis U.S. Small Cap Equity ETF$1,078,6420.0%22,2860.6%ETFCVXChevron$1,072,717$60,395 ▼-5.3%6,4120.6%EnergyAMERICAN CENTY ETF TR$789,5220.0%14,5400.4%AVANTIS INTL SMLAMERICAN CENTY ETF TR$766,0990.0%11,9330.4%AVANTIS US LARGNVDANVIDIA$607,5780.0%5,6060.3%Computer and TechnologyAVEMAvantis Emerging Markets Equity ETF$560,4230.0%9,3140.3%ETFDFSDDimensional Short-Duration Fixed Income ETF$473,347$17,345 ▲3.8%9,9610.3%ETFAMGNAmgen$467,3250.0%1,5000.3%MedicalQQQInvesco QQQ$441,2540.0%9410.2%FinanceCVSCVS Health$419,5080.0%6,1920.2%MedicalDFAUDimensional US Core Equity Market ETF$389,386$15,299 ▲4.1%10,1300.2%ETFDVYiShares Select Dividend ETF$376,6830.0%2,8050.2%ETFMCKMcKesson$351,9740.0%5230.2%MedicalOBDCBlue Owl Capital$311,5250.0%21,2500.2%FinanceVIGVanguard Dividend Appreciation ETF$310,3840.0%1,6000.2%ETFGOOGLAlphabet$306,960$3,093 ▲1.0%1,9850.2%Computer and TechnologyBRK.BBerkshire Hathaway$304,1030.0%5710.2%FinanceIDAIDACORP$271,7220.0%2,3380.1%UtilitiesDFAIDimensional International Core Equity Market ETF$265,597$9,618 ▲3.8%8,5050.1%ETFNSCNorfolk Southern$260,5350.0%1,1000.1%TransportationDISWalt Disney$259,8770.0%2,6330.1%Consumer DiscretionaryBKBank of New York Mellon$247,1650.0%2,9470.1%FinanceDLNWisdomTree U.S. LargeCap Dividend Fund$225,862$1,032 ▲0.5%2,8460.1%FinanceAMATApplied Materials$209,4080.0%1,4430.1%Computer and TechnologySRESempra$0$204,563 ▼-100.0%00.0%UtilitiesShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
