DIXON FNANCIAL SERVICES, INC. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, DIXON FNANCIAL SERVICES, INC. held in its portfolio 46 assets valued at $225,552,662 (i.e. $225.55M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($63.25M), DIMENSIONAL ETF TRUST ($39.13M), and DIMENSIONAL ETF TRUST ($35.45M).
The chart below shows the top 10 valuable assets, and the table below shows the top 46 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
DIXON FNANCIAL SERVICES, INC. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 1267615 | 63253987 | INTERNATNAL VAL |
| DIMENSIONAL ETF TRUST | 561605 | 39127002 | US SMALL CAP ETF |
| DIMENSIONAL ETF TRUST | 760873 | 35449073 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 433824 | 32176726 | US EQUITY MARKET |
| ISHARES TR | 16286 | 7708164 | RUS 1000 GRW ETF |
| APPLE INC | 26500 | 7204337 | COM |
| AMAZON COM INC | 19386 | 4474677 | COM |
| MICROSOFT CORP | 8297 | 4012606 | COM |
| ISHARES TR | 18930 | 3981736 | RUS 1000 VAL ETF |
| BERKSHIRE HATHAWAY INC DEL | 5 | 3774000 | CL A |
| JPMORGAN CHASE & CO. | 7828 | 2522338 | COM |
| NVIDIA CORPORATION | 12489 | 2329199 | COM |
| ALPHABET INC | 5342 | 1672046 | CAP STK CL A |
| AMERICAN CENTY ETF TR | 21740 | 1548540 | INTERNATIONAL LR |
| AMERICAN CENTY ETF TR | 17964 | 1361132 | US LARGE CAP VLU |
| AMERICAN CENTY ETF TR | 22286 | 1309080 | AVANTIS US SMALL |
| PRIMERICA INC | 4857 | 1254855 | COM |
| AMERICAN CENTY ETF TR | 14540 | 1015037 | AVANTIS INTL SML |
| AMERICAN CENTY ETF TR | 11933 | 938172 | AVANTIS US LARG |
| CHEVRON CORP NEW | 6020 | 917564 | COM |
| AMERICAN CENTY ETF TR | 9908 | 763088 | AVANTIS EMGMKT |
| DIMENSIONAL ETF TRUST | 12517 | 600190 | SHORT DURATION F |
| INVESCO QQQ TR | 883 | 542436 | UNIT SER 1 |
| AMGEN INC | 1600 | 523696 | COM |
| DIMENSIONAL ETF TRUST | 10379 | 485755 | US CORE EQT MKT |
| ALPHABET INC | 1515 | 475407 | CAP STK CL C |
| MCKESSON CORP | 523 | 429012 | COM |
| META PLATFORMS INC | 636 | 420041 | CL A |
| ISHARES TR | 2805 | 395898 | SELECT DIVID ETF |
| BROADCOM INC | 1140 | 394554 | COM |
| DIMENSIONAL ETF TRUST | 9695 | 369458 | INTL CORE EQT MK |
| APPLIED MATLS INC | 1356 | 348478 | COM |
| DIMENSIONAL ETF TRUST | 8726 | 345459 | US CORE EQUITY 2 |
| MICRON TECHNOLOGY INC | 1187 | 338782 | COM |
| NORFOLK SOUTHN CORP | 1100 | 317592 | COM |
| ORACLE CORP | 1626 | 316924 | COM |
| BERKSHIRE HATHAWAY INC DEL | 620 | 311643 | CL B NEW |
| DISNEY WALT CO | 2633 | 299556 | COM |
| BLUE OWL CAPITAL CORPORATION | 21250 | 264138 | COM |
| WISDOMTREE TR | 2891 | 254647 | US LARGECAP DIVD |
| GE AEROSPACE | 804 | 247656 | COM NEW |
| DIMENSIONAL ETF TRUST | 6544 | 223870 | US LARGE CAP VAL |
| DIMENSIONAL ETF TRUST | 7065 | 223713 | INTL HIGH PROFIT |
| WELLS FARGO CO NEW | 2355 | 219486 | COM |
| SEMPRA | 2332 | 205892 | COM |
| DIMENSIONAL ETF TRUST | 5391 | 205020 | US HIGH PROFITAB |
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