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

Currently, DIXON FNANCIAL SERVICES, INC. holds 44 types of securities in its portfolio with a total value $222.7M. In the most recent quarter, they have increased their positions in ABNB (+6.1K shares, valued at $772.5K), MU (+1.1K shares, valued at $371.3K), N/A (+861 shares, valued at $246.9K); decreased their positions in JPM (-5.3K shares, valued at $1.6M), DFIV (-24.7K shares, valued at $1.3M), NVDA (-6.0K shares, valued at $1.0M); initiated new positions in ABNB (+6.1K shares, valued at $772.5K).

1M P&L

-14.9M-5.83%

3M P&L

-12.6M-4.97%

HY P&L

+9.4M+4.06%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A196.8M

89.8%

2Consumer Electronics6.8M

3.1%

3Internet Retail4.1M

1.9%

Top Industries by Stock Count

1N/A21 stocks

55.3%

2Semiconductors2 stocks

5.3%

3Software - Infrastructure2 stocks

5.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFIV DIMENSIONAL ETF TRUST1.2M shares-1.95%2026-03-312026-04-15

DFAS DIMENSIONAL ETF TRUST557.5K shares-0.73%2026-03-312026-04-15

DFUV DIMENSIONAL ETF TRUST750.6K shares-1.35%2026-03-312026-04-15

DFUS DIMENSIONAL ETF TRUST431.2K shares-0.61%2026-03-312026-04-15

IWF ISHARES TR16.3K shares0.00%2026-03-312026-04-15

AAPL APPLE INC26.7K shares0.91%2026-03-312026-04-15

AMZN AMAZON COM INC19.6K shares1.01%2026-03-312026-04-15

IWD ISHARES TR18.9K shares0.00%2026-03-312026-04-15

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BRK.A BERKSHIRE HATHAWAY INC DEL5 shares0.00%2026-03-312026-04-15

MSFT MICROSOFT CORP8.2K shares-0.70%2026-03-312026-04-15

AVIV AMERICAN CENTY ETF TR21.7K shares0.00%2026-03-312026-04-15

ALPHABET INC ALPHABET INC5.1K shares-4.38%2026-03-312026-04-15

AVLV AMERICAN CENTY ETF TR18.0K shares0.00%2026-03-312026-04-15

AVSC AMERICAN CENTY ETF TR22.3K shares0.00%2026-03-312026-04-15

CVX CHEVRON CORPORATION5.9K shares-2.01%2026-03-312026-04-15

PRI PRIMERICA INC4.9K shares0.00%2026-03-312026-04-15

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NVDA NVIDIA CORPORATION6.5K shares-47.83%2026-03-312026-04-15

AVDS AMERICAN CENTY ETF TR14.5K shares0.00%2026-03-312026-04-15

AVLC AMERICAN CENTY ETF TR11.9K shares0.00%2026-03-312026-04-15

AVEM AMERICAN CENTY ETF TR9.9K shares0.00%2026-03-312026-04-15

ABNB AIRBNB INC6.1K sharesnew addition2026-03-312026-04-15

MU MICRON TECHNOLOGY INC2.3K shares92.59%2026-03-312026-04-15

JPM JPMORGAN CHASE & CO2.6K shares-67.39%2026-03-312026-04-15

ALPHABET INC ALPHABET INC2.4K shares56.83%2026-03-312026-04-15

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DFSD DIMENSIONAL ETF TRUST12.6K shares0.89%2026-03-312026-04-15

INVESCO QQQ TR INVESCO QQQ TR856 shares-3.06%2026-03-312026-04-15

DFAU DIMENSIONAL ETF TRUST10.8K shares4.16%2026-03-312026-04-15

AMGN AMGEN INC1.3K shares-15.88%2026-03-312026-04-15

MCK MCKESSON CORP523 shares0.00%2026-03-312026-04-15

AMAT APPLIED MATLS INC1.2K shares-8.33%2026-03-312026-04-15

DFAI DIMENSIONAL ETF TRUST10.0K shares2.94%2026-03-312026-04-15

BROADCOM INC BROADCOM INC1.1K shares0.44%2026-03-312026-04-15

Sponsored

DFAC DIMENSIONAL ETF TRUST8.7K shares0.00%2026-03-312026-04-15

NSC NORFOLK SOUTHN CORP1.1K shares0.00%2026-03-312026-04-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL620 shares0.00%2026-03-312026-04-15

META META PLATFORMS INC511 shares-19.65%2026-03-312026-04-15

DLN WISDOMTREE TR2.9K shares0.42%2026-03-312026-04-15

DIS DISNEY WALT CO2.6K shares0.00%2026-03-312026-04-15

DFLV DIMENSIONAL ETF TRUST6.8K shares4.23%2026-03-312026-04-15

DIHP DIMENSIONAL ETF TRUST7.2K shares2.36%2026-03-312026-04-15

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ORCL ORACLE CORP1.6K shares-3.08%2026-03-312026-04-15

SRE SEMPRA2.3K shares0.00%2026-03-312026-04-15

GE AEROSPACE GE AEROSPACE725 shares-9.83%2026-03-312026-04-15

DUHP DIMENSIONAL ETF TRUST5.6K shares3.38%2026-03-312026-04-15

DFIV

DIMENSIONAL ETF TRUST

-1.95%

Shares1.2M

Event2026-03-31

Filed2026-04-15

DFAS

DIMENSIONAL ETF TRUST

-0.73%

Shares557.5K

Event2026-03-31

Filed2026-04-15

DFUV

DIMENSIONAL ETF TRUST

-1.35%

Shares750.6K

Event2026-03-31

Filed2026-04-15

DFUS

DIMENSIONAL ETF TRUST

-0.61%

Shares431.2K

Event2026-03-31

Filed2026-04-15

IWF

ISHARES TR

0.00%

Shares16.3K

Event2026-03-31

Filed2026-04-15

AAPL

APPLE INC

0.91%

Shares26.7K

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC

1.01%

Shares19.6K

Event2026-03-31

Filed2026-04-15

IWD

ISHARES TR

0.00%

Shares18.9K

Event2026-03-31

Filed2026-04-15

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares5

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

-0.70%

Shares8.2K

Event2026-03-31

Filed2026-04-15

AVIV

AMERICAN CENTY ETF TR

0.00%

Shares21.7K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

-4.38%

Shares5.1K

Event2026-03-31

Filed2026-04-15

AVLV

AMERICAN CENTY ETF TR

0.00%

Shares18.0K

Event2026-03-31

Filed2026-04-15

AVSC

AMERICAN CENTY ETF TR

0.00%

Shares22.3K

Event2026-03-31

Filed2026-04-15

CVX

CHEVRON CORPORATION

-2.01%

Shares5.9K

Event2026-03-31

Filed2026-04-15

PRI

PRIMERICA INC

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-15

NVDA

NVIDIA CORPORATION

-47.83%

Shares6.5K

Event2026-03-31

Filed2026-04-15

AVDS

AMERICAN CENTY ETF TR

0.00%

Shares14.5K

Event2026-03-31

Filed2026-04-15

AVLC

AMERICAN CENTY ETF TR

0.00%

Shares11.9K

Event2026-03-31

Filed2026-04-15

AVEM

AMERICAN CENTY ETF TR

0.00%

Shares9.9K

Event2026-03-31

Filed2026-04-15

ABNB

AIRBNB INC

New

Shares6.1K

Event2026-03-31

Filed2026-04-15

MICRON TECHNOLOGY INC

92.59%

Shares2.3K

Event2026-03-31

Filed2026-04-15

JPM

JPMORGAN CHASE & CO

-67.39%

Shares2.6K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

56.83%

Shares2.4K

Event2026-03-31

Filed2026-04-15

DFSD

DIMENSIONAL ETF TRUST

0.89%

Shares12.6K

Event2026-03-31

Filed2026-04-15

INVESCO QQQ TR

-3.06%

Shares856

Event2026-03-31

Filed2026-04-15

DFAU

DIMENSIONAL ETF TRUST

4.16%

Shares10.8K

Event2026-03-31

Filed2026-04-15

AMGN

AMGEN INC

-15.88%

Shares1.3K

Event2026-03-31

Filed2026-04-15

MCK

MCKESSON CORP

0.00%

Shares523

Event2026-03-31

Filed2026-04-15

AMAT

APPLIED MATLS INC

-8.33%

Shares1.2K

Event2026-03-31

Filed2026-04-15

DFAI

DIMENSIONAL ETF TRUST

2.94%

Shares10.0K

Event2026-03-31

Filed2026-04-15

BROADCOM INC

0.44%

Shares1.1K

Event2026-03-31

Filed2026-04-15

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares8.7K

Event2026-03-31

Filed2026-04-15

NSC

NORFOLK SOUTHN CORP

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-15

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares620

Event2026-03-31

Filed2026-04-15