Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
DIXON FNANCIAL SERVICES, INC. (CIK 1909993) reported $222.7M across 44 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFIV ($65.6M, 29.45%), DFAS ($39.7M, 17.80%), DFUV ($36.4M, 16.33%), DFUS ($30.6M, 13.73%), IWF ($6.9M, 3.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFIV | DIMENSIONAL ETF TRUST | $65.6M | 29.45% | 1.2M | Trimmed |
| 2 | DFAS | DIMENSIONAL ETF TRUST | $39.7M | 17.80% | 557,492 | Trimmed |
| 3 | DFUV | DIMENSIONAL ETF TRUST | $36.4M | 16.33% | 750,565 | Trimmed |
| 4 | DFUS | DIMENSIONAL ETF TRUST | $30.6M | 13.73% | 431,171 | Trimmed |
| 5 | IWF | ISHARES TR | $6.9M | 3.12% | 16,286 | Hold |
| 6 | AAPL | APPLE INC | $6.8M | 3.05% | 26,742 | Added |
| 7 | AMZN | AMAZON COM INC | $4.1M | 1.83% | 19,582 | Added |
| 8 | IWD | ISHARES TR | $4.0M | 1.82% | 18,930 | Hold |
| 9 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $3.6M | 1.61% | 5 | Hold |
| 10 | MSFT | MICROSOFT CORP | $3.0M | 1.37% | 8,239 | Trimmed |
| 11 | AVIV | AMERICAN CENTY ETF TR | $1.6M | 0.73% | 21,740 | Hold |
| 12 | GOOGL | ALPHABET INC | $1.5M | 0.66% | 5,108 | Trimmed |
| 13 | AVLV | AMERICAN CENTY ETF TR | $1.4M | 0.65% | 17,964 | Hold |
| 14 | AVSC | AMERICAN CENTY ETF TR | $1.4M | 0.62% | 22,286 | Hold |
| 15 | PRI | PRIMERICA INC | $1.2M | 0.55% | 4,857 | Hold |
| 16 | CVX | CHEVRON CORPORATION | $1.2M | 0.55% | 5,899 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $1.1M | 0.51% | 6,515 | Trimmed |
| 18 | AVDS | AMERICAN CENTY ETF TR | $1.0M | 0.47% | 14,540 | Hold |
| 19 | AVLC | AMERICAN CENTY ETF TR | $925,404 | 0.42% | 11,933 | Hold |
| 20 | AVEM | AMERICAN CENTY ETF TR | $798,359 | 0.36% | 9,908 | Hold |
| 21 | ABNB | AIRBNB INC | $772,455 | 0.35% | 6,117 | New |
| 22 | MU | MICRON TECHNOLOGY INC | $772,302 | 0.35% | 2,286 | Added |
| 23 | JPM | JPMORGAN CHASE & CO | $750,990 | 0.34% | 2,553 | Trimmed |
| 24 | GOOG | ALPHABET INC | $681,467 | 0.31% | 2,376 | Added |
| 25 | DFSD | DIMENSIONAL ETF TRUST | $604,677 | 0.27% | 12,629 | Added |
Source: SEC Form 13F filings · as of 2026-03-31