§ 13F · FUND PROFILE
DIXON FNANCIAL SERVICES, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $220M (13F)Positions · 48Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$772K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFIV | DIMENSIONAL ETF TRUST | 1.24M | $66M | 29.5% | −2% |
| 2 | DFAS | DIMENSIONAL ETF TRUST | 557K | $40M | 17.8% | −1% |
| 3 | DFUV | DIMENSIONAL ETF TRUST | 751K | $36M | 16.3% | −1% |
| 4 | DFUS | DIMENSIONAL ETF TRUST | 431K | $31M | 13.7% | −1% |
| 5 | IWF | ISHARES TR | 16K | $7M | 3.1% | ±0% |
| 6 | AAPL | APPLE INC | 27K | $7M | 3.0% | +1% |
| 7 | AMZN | AMAZON COM INC | 20K | $4M | 1.8% | +1% |
| 8 | IWD | ISHARES TR | 19K | $4M | 1.8% | ±0% |
| 9 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 5 | $4M | 1.6% | ±0% |
| 10 | MSFT | MICROSOFT CORP | 8K | $3M | 1.4% | −1% |
§ 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 $220 million in assets. The fund runs a portfolio of 48 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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