Dixon Fnancial Services, Inc. Top Holdings and 13F Report (2025) About Dixon Fnancial Services, Inc.Investment ActivityDixon Fnancial Services, Inc. has $219.58 million in total holdings as of September 30, 2025.Dixon Fnancial Services, Inc. owns shares of 48 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 4.09% of the portfolio was purchased this quarter.About 1.02% of the portfolio was sold this quarter.This quarter, Dixon Fnancial Services, Inc. has purchased 40 new stocks and bought additional shares in 10 stocks.Dixon Fnancial Services, Inc. sold shares of 9 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional International Value ETF $61,057,850Dimensional U.S. Small Cap ETF $38,574,246Dimensional US Marketwide Value ETF $34,183,604Dimensional U.S. Equity ETF $31,467,719iShares Russell 1000 Growth ETF $7,628,525 Largest New Holdings this Quarter 11135F101 - Broadcom $376,097 Holding30303M102 - Meta Platforms $357,863 Holding060505104 - Bank of America $284,158 Holding369604301 - GE Aerospace $239,754 Holding595112103 - Micron Technology $215,341 Holding Largest Purchases this Quarter Apple 10,075 shares (about $2.57M)Microsoft 3,042 shares (about $1.58M)NVIDIA 6,641 shares (about $1.24M)Amazon.com 2,960 shares (about $649.93K)Alphabet 2,223 shares (about $540.41K) Largest Sales this Quarter Dimensional U.S. Small Cap ETF 10,281 shares (about $703.84K)Dimensional International Value ETF 13,326 shares (about $614.60K)Dimensional U.S. Equity ETF 7,328 shares (about $530.84K)Dimensional US Marketwide Value ETF 6,377 shares (about $284.99K)Chevron 403 shares (about $62.58K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDixon Fnancial Services, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFIVDimensional International Value ETF$61,057,850$614,595 ▼-1.0%1,323,89127.8%ETFDFASDimensional U.S. Small Cap ETF$38,574,246$703,837 ▼-1.8%563,45717.6%ETFDFUVDimensional US Marketwide Value ETF$34,183,604$284,988 ▼-0.8%764,90515.6%ETFDFUSDimensional U.S. Equity ETF$31,467,719$530,840 ▼-1.7%434,39714.3%ETFIWFiShares Russell 1000 Growth ETF$7,628,5250.0%16,2863.5%ETFAAPLApple$6,767,091$2,565,414 ▲61.1%26,5763.1%Computer and TechnologyMSFTMicrosoft$4,267,917$1,575,607 ▲58.5%8,2401.9%Computer and TechnologyAMZNAmazon.com$4,222,112$649,927 ▲18.2%19,2291.9%Retail/WholesaleIWDiShares Russell 1000 Value ETF$3,853,9590.0%18,9301.8%ETFBRK.ABerkshire Hathaway$3,771,0000.0%51.7%FinanceJPMJPMorgan Chase & Co.$2,469,186$105,038 ▲4.4%7,8281.1%FinanceNVDANVIDIA$2,285,045$1,239,078 ▲118.5%12,2471.0%Computer and TechnologyAVIVAvantis International Large Cap Value ETF$1,466,1460.0%21,7400.7%ETFPRIPrimerica$1,348,2550.0%4,8570.6%FinanceAVLVAvantis U.S. Large Cap Value ETF$1,298,0790.0%17,9640.6%ETFAVSCAvantis U.S. Small Cap Equity ETF$1,275,8740.0%22,2860.6%ETFGOOGLAlphabet$1,022,965$540,411 ▲112.0%4,2080.5%Computer and TechnologyAMERICAN CENTY ETF TR$982,2370.0%14,5400.4%AVANTIS INTL SMLCVXChevron$934,063$62,581 ▼-6.3%6,0150.4%EnergyAMERICAN CENTY ETF TR$912,9940.0%11,9330.4%AVANTIS US LARGAVEMAvantis Emerging Markets Equity ETF$744,1640.0%9,9080.3%ETFQQQInvesco QQQ$550,539$14,409 ▼-2.6%9170.3%FinanceDFSDDimensional Short-Duration Fixed Income ETF$498,622$31,757 ▲6.8%10,3470.2%ETFCVSCVS Health$459,050$7,765 ▼-1.7%6,0890.2%MedicalDFAUDimensional US Core Equity Market ETF$457,424$17,618 ▼-3.7%9,9960.2%ETFORCLOracle$443,234$161,713 ▲57.4%1,5760.2%Computer and TechnologyAMGNAmgen$423,3000.0%1,5000.2%MedicalMCKMcKesson$404,0380.0%5230.2%MedicalDVYiShares Select Dividend ETF$398,5910.0%2,8050.2%ETFAVGOBroadcom$376,097$376,097 ▲New Holding1,1400.2%Computer and TechnologyMETAMeta Platforms$357,863$357,863 ▲New Holding4870.2%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$345,2640.0%1,6000.2%ETFDFAIDimensional International Core Equity Market ETF$343,251$6,688 ▼-1.9%9,4430.2%ETFDFACDimensional U.S. Core Equity 2 ETF$336,5580.0%8,7260.2%ETFNSCNorfolk Southern$330,4510.0%1,1000.2%TransportationBRK.BBerkshire Hathaway$311,699$24,634 ▲8.6%6200.1%FinanceIDAIDACORP$308,9670.0%2,3380.1%UtilitiesDISWalt Disney$301,4790.0%2,6330.1%Consumer DiscretionaryBACBank of America$284,158$284,158 ▲New Holding5,5080.1%FinanceAMATApplied Materials$279,0610.0%1,3630.1%Computer and TechnologyOBDCBlue Owl Capital$271,3630.0%21,2500.1%FinanceDLNWisdomTree U.S. LargeCap Dividend Fund$250,260$1,218 ▲0.5%2,8760.1%FinanceISHARES BITCOIN TRUST ETF$240,7600.0%3,7040.1%SHS BEN INTGEGE Aerospace$239,754$239,754 ▲New Holding7970.1%AerospaceMUMicron Technology$215,341$215,341 ▲New Holding1,2870.1%Computer and TechnologySRESempra Energy$209,833$209,833 ▲New Holding2,3320.1%UtilitiesINTCIntel$206,299$206,299 ▲New Holding6,1490.1%Computer and TechnologyCSCOCisco Systems$203,823$203,823 ▲New Holding2,9790.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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