Dixon Fnancial Services, Inc. has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $196 Million distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $57.3M, Dimensional ETF Tr U S Small C with a value of $36.6M, Dimensional ETF Tr Us Marketwi with a value of $32.6M, Dimensional ETF Tr U S Equity with a value of $29.6M, and Ishares Russell 1000 Gr ETF with a value of $6.91M.

Examining the 13F form we can see an increase of $12.6M in the current position value, from $183M to 196M.

Below you can find more details about Dixon Fnancial Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $196 Million
ETFs: $170 Million
Financial Services: $7.71 Million
Technology: $7.32 Million
Consumer Cyclical: $3.57 Million
Healthcare: $1.23 Million
Energy: $918,000
Communication Services: $675,000
Industrials: $281,000
Other: $269,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $196 Million
  • Prior Value $183 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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