§ 13F · FUND PROFILE
DIXON FNANCIAL SERVICES, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $198.0T (13F)Positions · 40Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFIV | DIMENSIONAL ETF TRUST | 1.27M | $63.3T | 28.0% | −4% |
| 2 | DFAS | DIMENSIONAL ETF TRUST | 562K | $39.1T | 17.3% | ±0% |
| 3 | DFUV | DIMENSIONAL ETF TRUST | 761K | $35.4T | 15.7% | −1% |
| 4 | DFUS | DIMENSIONAL ETF TRUST | 434K | $32.2T | 14.3% | ±0% |
| 5 | IWF | ISHARES TR | 16K | $7.7T | 3.4% | ±0% |
| 6 | AAPL | APPLE INC | 27K | $7.2T | 3.2% | ±0% |
| 7 | AMZN | AMAZON COM INC | 19K | $4.5T | 2.0% | +1% |
| 8 | MSFT | MICROSOFT CORP | 8K | $4.0T | 1.8% | +1% |
| 9 | IWD | ISHARES TR | 19K | $4.0T | 1.8% | ±0% |
| 10 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 5 | $3.8T | 1.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DIXON SIGNAL
AC read
DIXON FNANCIAL SERVICES, INC. is a Other fund managing $198020.3 trillion in assets. The fund runs a portfolio of 40 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed