DF
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DIXON FNANCIAL SERVICES, INC.13F | |
| DIXON FNANCIAL SERVICES, INC. | |
| Last update 2025-04-22 | 38 Stocks (1 new) |
| Value $185.00 Mil | Turnover 3 % |
DIXON FNANCIAL SERVICES, INC. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFIV | Dimensional International Value ETF | 1,349,998 | 53,135.9 | -2.73% | 28.720 | -0.73% | 0.550 | +14.68% | +24.56% | 12,240.9 | ||
DFAS | Dimensional U.S. Small Cap ETF | 574,781 | 34,343.2 | -0.59% | 18.560 | -0.12% | 0.370 | +16.49% | +1.71% | 10,558.0 | ||
DFUV | Dimensional US Marketwide Value ETF | 775,179 | 31,945.1 | -0.46% | 17.270 | -0.08% | 0.280 | +10.42% | +6.47% | 11,820.2 | ||
DFUS | Dimensional U.S. Equity Market ETF | 444,103 | 26,859.3 | -1.93% | 14.520 | -0.30% | 0.200 | +17.40% | +7.12% | 15,751.1 | ||
IWF | iShares Russell 1000 Growth ETF | 16,286 | 5,880.7 | -14.60% | 3.180 | -0.61% | 0.010 | +23.74% | +6.86% | 112,698.5 | ||
BRK.A | Berkshire Hathaway Inc | 5 | 3,992.2 | New Holding | 2.160 | +2.16% | 0.000 | -8.44% | +6.83% | 1,046,283.1 | Insurance | |
AAPL | Apple Inc | 16,841 | 3,740.9 | -0.41% | 2.020 | -0.01% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
IWD | iShares Russell 1000 Value ETF | 18,930 | 3,561.9 | +45.50% | 1.930 | +0.60% | 0.010 | +9.31% | +7.56% | 64,621.3 | ||
AMZN | Amazon.com Inc | 16,269 | 3,095.3 | +0.12% | 1.670 | 0% | 0.000 | +25.22% | +1.83% | 2,371,799.3 | Retail - Cyclical | |
MSFT | Microsoft Corp | 5,448 | 2,045.1 | -0.44% | 1.110 | -0.01% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software |
DIXON FNANCIAL SERVICES, INC.'s Historical Top Holdings Breakdowns
DIXON FNANCIAL SERVICES, INC.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +2.16% | 663000 ($729331) 801950 | $727,455.00 | -0.26% | New holding | 5 | 5 | |
DFIV | Dimensional International Value ETF | 2025-03-31 | Reduce Reduce | -0.73% | 35.33 ($38.16) 40.8 | $43.27 | 13.39% | Reduce -2.73% | 1,349,998 | -37,846 | |
IWF | iShares Russell 1000 Growth ETF | 2025-03-31 | Reduce Reduce | -0.61% | 360.07 ($394.62) 417.26 | $428.27 | 8.53% | Reduce -14.6% | 16,286 | -2,784 | |
IWD | iShares Russell 1000 Value ETF | 2025-03-31 | Add Add | +0.60% | 182.82 ($190.45) 196.21 | $197.41 | 3.65% | Add 45.5% | 18,930 | 5,920 | |
DFUS | Dimensional U.S. Equity Market ETF | 2025-03-31 | Reduce Reduce | -0.30% | 59.61 ($63.9) 66.74 | $67.95 | 6.34% | Reduce -1.93% | 444,103 | -8,756 | |
DFAS | Dimensional U.S. Small Cap ETF | 2025-03-31 | Reduce Reduce | -0.12% | 58.81 ($64.31) 68.2 | $65.87 | 2.43% | Reduce -0.59% | 574,781 | -3,413 | |
SRE | Sempra | 2025-03-31 | Sold Out Sold Out | -0.11% | 67.85 ($77.91) 87.67 | $75.12 | -3.58% | Sold Out | 0 | -2,332 | |
DFUV | Dimensional US Marketwide Value ETF | 2025-03-31 | Reduce Reduce | -0.08% | 39.96 ($41.98) 43.23 | $43.19 | 2.88% | Reduce -0.46% | 775,179 | -3,568 | |
CVX | Chevron Corp | 2025-03-31 | Reduce Reduce | -0.03% | 146.71 ($156.54) 167.97 | $148.37 | -5.22% | Reduce -5.33% | 6,412 | -361 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.01% | 209.68 ($231.67) 247.1 | $213.55 | -7.82% | Reduce -0.41% | 16,841 | -70 |
DIXON FNANCIAL SERVICES, INC. Total Holding History ($B)
DIXON FNANCIAL SERVICES, INC.'s Asset Allocation
DIXON FNANCIAL SERVICES, INC. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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DIXON FNANCIAL SERVICES, INC.'s Hypothetical Growth since 2025-03-31
DIXON FNANCIAL SERVICES, INC.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
DIXON FNANCIAL SERVICES, INC.'s Holdings Heat Map
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DIXON FNANCIAL SERVICES, INC.'s Holdings Bubble Chart
DIXON FNANCIAL SERVICES, INC. News
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