The Analysis of DIXON FNANCIAL SERVICES, INC.'s Holdings


Currently, DIXON FNANCIAL SERVICES, INC. holds 46 types of securities in its portfolio with a total value $225.6M. In the most recent quarter, they have increased their positions in N/A (+1.5K shares, valued at $475.4K), N/A (+1.1K shares, valued at $354.9K), DFLV (+6.5K shares, valued at $223.9K); decreased their positions in DFIV (-56.3K shares, valued at $2.8M), DFUV (-4.0K shares, valued at $187.9K), DFAS (-1.9K shares, valued at $129.0K); initiated new positions in N/A (+1.5K shares, valued at $475.4K), DFLV (+6.5K shares, valued at $223.9K), DIHP (+7.1K shares, valued at $223.7K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
DFIV DIMENSIONAL ETF TRUST1.3M shares-4.25%2025-12-312026-01-15history
DFAS DIMENSIONAL ETF TRUST561.6K shares-0.33%2025-12-312026-01-15history
DFUV DIMENSIONAL ETF TRUST760.9K shares-0.53%2025-12-312026-01-15history
DFUS DIMENSIONAL ETF TRUST433.8K shares-0.13%2025-12-312026-01-15history
IWF ISHARES TR16.3K shares0.00%2025-12-312026-01-15history
AAPL APPLE INC26.5K shares-0.29%2025-12-312026-01-15history
AMZN AMAZON COM INC19.4K shares0.82%2025-12-312026-01-15history
MSFT MICROSOFT CORP8.3K shares0.69%2025-12-312026-01-15history
Sponsored
IWD ISHARES TR18.9K shares0.00%2025-12-312026-01-15history
BRK.A BERKSHIRE HATHAWAY INC DEL5 shares0.00%2025-12-312026-01-15history
JPM JPMORGAN CHASE & CO.7.8K shares0.00%2025-12-312026-01-15history
NVDA NVIDIA CORPORATION12.5K shares1.98%2025-12-312026-01-15history
ALPHABET INC ALPHABET INC5.3K shares26.95%2025-12-312026-01-15history
AVIV AMERICAN CENTY ETF TR21.7K shares0.00%2025-12-312026-01-15history
AVLV AMERICAN CENTY ETF TR18.0K shares0.00%2025-12-312026-01-15history
AVSC AMERICAN CENTY ETF TR22.3K shares0.00%2025-12-312026-01-15history
Sponsored
PRI PRIMERICA INC4.9K shares0.00%2025-12-312026-01-15history
AVDS AMERICAN CENTY ETF TR14.5K shares0.00%2025-12-312026-01-15history
AVLC AMERICAN CENTY ETF TR11.9K shares0.00%2025-12-312026-01-15history
CVX CHEVRON CORP NEW6.0K shares0.08%2025-12-312026-01-15history
AVEM AMERICAN CENTY ETF TR9.9K shares0.00%2025-12-312026-01-15history
DFSD DIMENSIONAL ETF TRUST12.5K shares20.97%2025-12-312026-01-15history
INVESCO QQQ TR INVESCO QQQ TR883 shares-3.71%2025-12-312026-01-15history
AMGN AMGEN INC1.6K shares6.67%2025-12-312026-01-15history
Sponsored
DFAU DIMENSIONAL ETF TRUST10.4K shares3.83%2025-12-312026-01-15history
ALPHABET INC ALPHABET INC1.5K sharesnew addition2025-12-312026-01-15history
MCK MCKESSON CORP523 shares0.00%2025-12-312026-01-15history
META META PLATFORMS INC636 shares30.60%2025-12-312026-01-15history
DVY ISHARES TR2.8K shares0.00%2025-12-312026-01-15history
BROADCOM INC BROADCOM INC1.1K shares0.00%2025-12-312026-01-15history
DFAI DIMENSIONAL ETF TRUST9.7K shares2.67%2025-12-312026-01-15history
AMAT APPLIED MATLS INC1.4K shares-0.51%2025-12-312026-01-15history
Sponsored
DFAC DIMENSIONAL ETF TRUST8.7K shares0.00%2025-12-312026-01-15history
MU MICRON TECHNOLOGY INC1.2K shares-7.77%2025-12-312026-01-15history
NSC NORFOLK SOUTHN CORP1.1K shares0.00%2025-12-312026-01-15history
ORCL ORACLE CORP1.6K shares3.17%2025-12-312026-01-15history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL620 shares0.00%2025-12-312026-01-15history
DIS DISNEY WALT CO2.6K shares0.00%2025-12-312026-01-15history
OBDC BLUE OWL CAPITAL CORPORATION21.3K shares0.00%2025-12-312026-01-15history
DLN WISDOMTREE TR2.9K shares0.52%2025-12-312026-01-15history
Sponsored
GE AEROSPACE GE AEROSPACE804 shares0.88%2025-12-312026-01-15history
DFLV DIMENSIONAL ETF TRUST6.5K sharesnew addition2025-12-312026-01-15history
DIHP DIMENSIONAL ETF TRUST7.1K sharesnew addition2025-12-312026-01-15history
WFC WELLS FARGO CO NEW2.4K sharesnew addition2025-12-312026-01-15history
SRE SEMPRA2.3K shares0.00%2025-12-312026-01-15history
DUHP DIMENSIONAL ETF TRUST5.4K sharesnew addition2025-12-312026-01-15history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available