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 $246.9M across 48 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFIV ($66.6M, 26.99%), DFAS ($45.6M, 18.47%), DFUV ($41.0M, 16.62%), DFUS ($35.2M, 14.24%), IWF ($8.1M, 3.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFIV | DIMENSIONAL ETF TRUST | $66.6M | 26.99% | 1.2M | Trimmed |
| 2 | DFAS | DIMENSIONAL ETF TRUST | $45.6M | 18.47% | 553,678 | Trimmed |
| 3 | DFUV | DIMENSIONAL ETF TRUST | $41.0M | 16.62% | 745,784 | Trimmed |
| 4 | DFUS | DIMENSIONAL ETF TRUST | $35.2M | 14.24% | 429,043 | Trimmed |
| 5 | IWF | ISHARES TR | $8.1M | 3.28% | 65,144 | Added |
| 6 | AAPL | APPLE INC | $8.0M | 3.26% | 27,805 | Added |
| 7 | AMZN | AMAZON COM INC | $4.7M | 1.89% | 19,569 | Trimmed |
| 8 | IWD | ISHARES TR | $4.6M | 1.86% | 18,930 | Hold |
| 9 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $3.7M | 1.52% | 5 | Hold |
| 10 | MSFT | MICROSOFT CORP | $2.6M | 1.04% | 6,906 | Trimmed |
| 11 | MU | MICRON TECHNOLOGY INC | $1.9M | 0.78% | 1,669 | Trimmed |
| 12 | AVIV | AMERICAN CENTY ETF TR | $1.7M | 0.68% | 21,740 | Hold |
| 13 | AVSC | AMERICAN CENTY ETF TR | $1.6M | 0.66% | 22,286 | Hold |
| 14 | AVLV | AMERICAN CENTY ETF TR | $1.6M | 0.66% | 17,964 | Hold |
| 15 | GOOGL | ALPHABET INC | $1.6M | 0.65% | 4,518 | Trimmed |
| 16 | PRI | PRIMERICA INC | $1.4M | 0.56% | 4,857 | Hold |
| 17 | NVDA | NVIDIA CORPORATION | $1.2M | 0.50% | 6,226 | Trimmed |
| 18 | AVDS | AMERICAN CENTY ETF TR | $1.1M | 0.44% | 14,540 | Hold |
| 19 | AVLC | AMERICAN CENTY ETF TR | $1.1M | 0.43% | 11,933 | Hold |
| 20 | CVX | CHEVRON CORPORATION | $995,130 | 0.40% | 6,003 | Added |
| 21 | AVEM | AMERICAN CENTY ETF TR | $955,990 | 0.39% | 9,908 | Hold |
| 22 | AMAT | APPLIED MATLS INC | $898,689 | 0.36% | 1,243 | Hold |
| 23 | JPM | JPMORGAN CHASE & CO | $835,673 | 0.34% | 2,553 | Hold |
| 24 | GOOG | ALPHABET INC | $842,907 | 0.34% | 2,386 | Added |
| 25 | DFSD | DIMENSIONAL ETF TRUST | $777,275 | 0.31% | 16,278 | Added |
Source: SEC Form 13F filings · as of 2026-06-30