Dixon Fnancial Services, Inc. has filed its 13F form on October 08, 2025 for Q3 2025 where it was disclosed a total value porftolio of $217 Million distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $61.1M, Dimensional ETF Tr U S Small C with a value of $38.6M, Dimensional ETF Tr Us Marketwi with a value of $34.2M, Dimensional ETF Tr U S Equity with a value of $31.5M, and Ishares Russell 1000 Gr ETF with a value of $7.49M.

Examining the 13F form we can see an increase of $21.3M in the current position value, from $196M to 217M.

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

Portfolio value $217 Million
ETFs: $180 Million
Technology: $15 Million
Financial Services: $8.47 Million
Consumer Cyclical: $4.22 Million
Communication Services: $1.68 Million
Healthcare: $1.29 Million
Energy: $934,000
Industrials: $569,000
Other: $517,000

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $217 Million
  • Prior Value $196 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 08, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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