DF

DIXON FNANCIAL SERVICES, INC.

13F
DIXON FNANCIAL SERVICES, INC.
Last update 2025-04-22 38 Stocks (1 new)
Value $185.00 Mil Turnover 3 %
Countries:
Top Holdings: DFIV(28.72%)DFAS(18.56%)DFUV(17.27%)DFUS(14.52%)IWF(3.18%)
Summary Stock Picks Current Portfolio
DIXON FNANCIAL SERVICES, INC. Top Holdings of 2025-03-31 View Full List
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
+9.56%
+20.21%
11,704.3
 
DFAS 		Dimensional U.S. Small Cap ETF
574,781
34,343.2
-0.59%
18.560
-0.12%
0.370
-0.01%
-4.41%
9,894.7
 
DFUV 		Dimensional US Marketwide Value ETF
775,179
31,945.1
-0.46%
17.270
-0.08%
0.280
-1.92%
+0.55%
11,176.5
 
DFUS 		Dimensional U.S. Equity Market ETF
444,103
26,859.3
-1.93%
14.520
-0.30%
0.200
+2.47%
+1.59%
14,697.5
 
IWF 		iShares Russell 1000 Growth ETF
16,286
5,880.7
-14.60%
3.180
-0.61%
0.010
+5.29%
+0.91%
106,684.2
 
BRK.A 		Berkshire Hathaway Inc
5
3,992.2
New Holding
2.160
+2.16%
0.000
-2.48%
+9.59%
1,073,690.2
Insurance
AAPL 		Apple Inc
16,841
3,740.9
-0.41%
2.020
-0.01%
0.000
-14.49%
-18.63%
3,036,005.4
Hardware
IWD 		iShares Russell 1000 Value ETF
18,930
3,561.9
+45.50%
1.930
+0.60%
0.010
-0.85%
+3.07%
61,137.3
 
AMZN 		Amazon.com Inc
16,269
3,095.3
+0.12%
1.670
0%
0.000
+0.34%
-6.24%
2,183,889.9
Retail - Cyclical
MSFT 		Microsoft Corp
5,448
2,045.1
-0.44%
1.110
-0.01%
0.000
+19.39%
+10.26%
3,441,044.8
Software

DIXON FNANCIAL SERVICES, INC.'s Historical Top Holdings Breakdowns

DIXON FNANCIAL SERVICES, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BRK.A 		Berkshire Hathaway Inc2025-03-31New Buy
+2.16%
●
663000 ($729331) 801950
$746,200.00
2.31%
New holding
5
5
DFIV 		Dimensional International Value ETF2025-03-31Reduce
-0.73%
●
35.33 ($38.16) 40.8
$42.50
11.37%
Reduce -2.73%
1,349,998
-37,846
IWF 		iShares Russell 1000 Growth ETF2025-03-31Reduce
-0.61%
●
360.07 ($394.62) 417.26
$404.80
2.58%
Reduce -14.6%
16,286
-2,784
IWD 		iShares Russell 1000 Value ETF2025-03-31Add
+0.60%
●
182.82 ($190.45) 196.21
$190.01
-0.23%
Add 45.5%
18,930
5,920
DFUS 		Dimensional U.S. Equity Market ETF2025-03-31Reduce
-0.30%
●
59.61 ($63.9) 66.74
$64.62
1.13%
Reduce -1.93%
444,103
-8,756
DFAS 		Dimensional U.S. Small Cap ETF2025-03-31Reduce
-0.12%
●
58.81 ($64.31) 68.2
$62.08
-3.47%
Reduce -0.59%
574,781
-3,413
SRE 		Sempra2025-03-31Sold Out
-0.11%
●
67.85 ($77.91) 87.67
$77.79
-0.15%
Sold Out
0
-2,332
DFUV 		Dimensional US Marketwide Value ETF2025-03-31Reduce
-0.08%
●
39.96 ($41.98) 43.23
$40.98
-2.38%
Reduce -0.46%
775,179
-3,568
CVX 		Chevron Corp2025-03-31Reduce
-0.03%
●
146.71 ($156.54) 167.97
$139.55
-10.85%
Reduce -5.33%
6,412
-361
AAPL 		Apple Inc2025-03-31Reduce
-0.01%
●
209.68 ($231.67) 247.1
$203.27
-12.26%
Reduce -0.41%
16,841
-70

DIXON FNANCIAL SERVICES, INC. Total Holding History ($B)

To

DIXON FNANCIAL SERVICES, INC.'s Asset Allocation

To

DIXON FNANCIAL SERVICES, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

DIXON FNANCIAL SERVICES, INC.'s Holdings Bubble Chart

DIXON FNANCIAL SERVICES, INC. News

  • 1

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