Dixon Fnancial Services, Inc. has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $183 Million distributed in 38 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $53.1M, Dimensional ETF Tr U S Small C with a value of $34.3M, Dimensional ETF Tr Us Marketwi with a value of $31.9M, Dimensional ETF Tr U S Equity with a value of $26.9M, and Ishares Russell 1000 Gr ETF with a value of $5.88M.

Examining the 13F form we can see an increase of $873K in the current position value, from $183M to 183M.

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

Portfolio value $183 Million
ETFs: $159 Million
Financial Services: $8.07 Million
Technology: $6.6 Million
Consumer Cyclical: $3.1 Million
Healthcare: $1.24 Million
Energy: $1.07 Million
Communication Services: $565,000
Utilities: $271,000
Other: $260,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 38
  • Current Value $183 Million
  • Prior Value $183 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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