Dixon Fnancial Services, Inc. has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $187 Million distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $53.2M, Dimensional ETF Tr U S Small C with a value of $37.9M, Dimensional ETF Tr Us Marketwi with a value of $32.8M, Dimensional ETF Tr U S Equity with a value of $29.3M, and Ishares Russell 1000 Gr ETF with a value of $7.16M.

Examining the 13F form we can see an increase of $9.85M in the current position value, from $177M to 187M.

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

Portfolio value $187 Million
ETFs: $166 Million
Technology: $7.23 Million
Financial Services: $3.39 Million
Consumer Cyclical: $3.04 Million
Healthcare: $1.13 Million
Energy: $1.05 Million
Communication Services: $590,000
Industrials: $273,000
Other: $241,000

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 37
  • Current Value $187 Million
  • Prior Value $177 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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