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CIK: 0001909993
Total reported value
$246.9M
$246.9M
48 檔
70.0%
As reported in its official Q3 2025 Form 13F filing, Dixon Fnancial Services, Inc.'s tracked investment portfolio stood at $246.9M with 48 total positions.
In Q3 2025, Dixon Fnancial Services, Inc. displayed an active expansion posture, initiating 11 new positions and adding to 11 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFIV | Dimensional International Va | ETF-Other | 27.81% | -2.46% | -1.00% | |
| 2 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 17.57% | +0.67% | -1.79% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-Other | 15.57% | +0.29% | -0.83% | |
| 4 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 14.33% | +0.51% | -1.66% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.47% | +0.16% | — | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.08% | +0.21% | +61.06% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.94% | -0.33% | +58.52% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.92% | +0.06% | +18.19% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.76% | +0.04% | — | |
| 10 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.72% | -0.09% | — | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.12% | — | +4.44% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.04% | -0.01% | +118.46% | |
| 13 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.67% | -0.05% | — | |
| 14 | PRI | Primerica Inc | Stock-Financials | 0.61% | +0.01% | — | |
| 15 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.59% | +0.01% | — | |
| 16 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.58% | +0.04% | — | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.47% | -0.01% | +111.99% | |
| 18 | AVDS | Avantis Intl Sm Cap Eq ETF | ETF-Other | 0.45% | -0.03% | — | |
| 19 | CVX | Chevron CORP | Stock-Energy | 0.43% | -0.15% | -6.28% | |
| 20 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 0.42% | +0.01% | — | |
| 21 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.34% | +0.03% | — | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.25% | +0.03% | -2.55% | |
| 23 | DFSD | Dimensional Short Duration | ETF-Other | 0.23% | +0.04% | +6.80% | |
| 24 | CVS | Cvs Health CORP | Stock-Healthcare | 0.21% | — | -1.66% | |
| 25 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.21% | +0.01% | -3.71% | |
| 26 | ORCL | Oracle CORP | Stock-Tech | 0.20% | -0.01% | +57.44% | |
| 27 | AMGN | Amgen Inc | Stock-Healthcare | 0.19% | -0.01% | — | |
| 28 | MCK | Mckesson CORP | Stock-Healthcare | 0.18% | -0.04% | — | |
| 29 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.18% | — | — | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.17% | +0.01% | — | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.16% | -0.01% | — | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.16% | — | — | |
| 33 | DFAI | Dimensional International Co | ETF-Other | 0.16% | -0.01% | -1.91% | |
| 34 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.15% | +0.01% | — | |
| 35 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.15% | — | — | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.14% | — | +8.58% | |
| 37 | IDA | Idacorp Inc | Stock-Utilities | 0.14% | — | — | |
| 38 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.14% | -0.01% | — | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 0.13% | — | — | |
| 40 | AMAT | Applied Materials Inc | Stock-Tech | 0.13% | +0.17% | — | |
| 41 | OBDC | Blue Owl Capital CORP | Stock-Financials | 0.12% | — | — | |
| 42 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.11% | -0.01% | +0.49% | |
| 43 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.11% | — | — | |
| 44 | GE | General Electric | Stock-Industrials | 0.11% | +0.02% | — | |
| 45 | MU | Micron Technology Inc | Stock-Tech | 0.10% | +0.43% | — | |
| 46 | SRE | Sempra | Stock-Utilities | 0.10% | -0.01% | — | |
| 47 | INTC | Intel CORP | Stock-Tech | 0.09% | — | — | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.09% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.1% | +61.06% | Add |
| 2 | MSFT | Microsoft CORP | +0.8% | +58.52% | Add |
| 3 | NVDA | Nvidia CORP | +0.7% | +118.46% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | +111.99% | Add |
| 5 | IWF | Ishares Russell 1000 Growth | +0.3% | — | Unchanged |
| 6 | AMZN | Amazon.com Inc | +0.3% | +18.19% | Add |
| 7 | JPM | Jpmorgan Chase & Co | +0.1% | +4.44% | Add |
| 8 | AVEM | Avantis Emerging Markets Eq | 0% | — | Add |
| 9 | AVDS | Avantis Intl Sm Cap Eq ETF | 0% | — | Unchanged |
| 10 | DFAI | Dimensional International Co | 0% | -1.91% | Add |
| 11 | AMAT | Applied Materials Inc | 0% | — | Trim |
| 12 | AVLC | Avantis US Lg Cap Eq ETF | 0% | — | Unchanged |
| 13 | QQQ | Invesco Qqq Trust Series 1 | 0% | -2.55% | Trim |
| 14 | NSC | Norfolk Southern CORP | 0% | — | Unchanged |
| 15 | AVIV | Avantis Int Lrg Cap Val ETF | — | — | Unchanged |
| 16 | AVSC | Avantis US Small Cap Equity | — | — | Unchanged |
| 17 | DFAU | Dimensional US Core Equity M | — | -3.71% | Trim |
| 18 | DIS | Walt Disney Co/the | — | — | Unchanged |
| 19 | MCK | Mckesson CORP | 0% | — | Unchanged |
| 20 | IDA | Idacorp Inc | 0% | — | Unchanged |
| 21 | VIG | Vanguard Dividend Apprec ETF | 0% | — | Unchanged |
| 22 | DLN | Wisdomtree US Largecap Divid | 0% | +0.49% | Add |
| 23 | CVS | Cvs Health CORP | 0% | -1.66% | Trim |
| 24 | DVY | Ishares Select Dividend ETF | 0% | — | Unchanged |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +8.58% | Add |
| 26 | DFSD | Dimensional Short Duration | 0% | +6.80% | Add |
| 27 | AVLV | Avantis US Large Cap Value | 0% | — | Unchanged |
| 28 | OBDC | Blue Owl Capital CORP | -0.1% | — | Unchanged |
| 29 | AMGN | Amgen Inc | -0.1% | — | Unchanged |
| 30 | PRI | Primerica Inc | -0.1% | — | Unchanged |
| 31 | CVX | Chevron CORP | -0.2% | -6.28% | Trim |
| 32 | IWD | Ishares Russell 1000 Value E | -0.2% | — | Unchanged |
| 33 | DFUS | Dimensional US Eq Mkt ETF | -0.2% | -1.66% | Trim |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | -0.4% | — | Unchanged |
| 35 | DFIV | Dimensional International Va | -0.9% | -1.00% | Trim |
| 36 | DFAS | Dimensional US Small Cap ETF | -1% | -1.79% | Trim |
| 37 | DFUV | Dimensional US Marketwide Va | -1.7% | -0.83% | Trim |
| 38 | ORCL | Oracle CORP | — | NEW | New buy |
| 39 | AVGO | Broadcom Inc | — | NEW | New buy |
| 40 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 41 | DFAC | Dimensional US Core Equity 2 | — | NEW | New buy |
| 42 | BAC | Bank Of America CORP | — | NEW | New buy |
| 43 | BNY | Bank Of New York Mellon CORP | — | EXIT | Sold out |
| 44 | IBIT | Ishares Bitcoin Trust ETF | — | NEW | New buy |
| 45 | GE | General Electric | — | NEW | New buy |
| 46 | MU | Micron Technology Inc | — | NEW | New buy |
| 47 | SRE | Sempra | — | NEW | New buy |
| 48 | INTC | Intel CORP | — | NEW | New buy |
| 49 | CSCO | Cisco Systems Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Dixon Fnancial Services, Inc. reported a total U.S. public equity portfolio value of $246.9M across 48 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFIV, DFAS, DFUV) accounted for 70.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
ORCL
市值: $443.2K
Top Position Liquidated / Trimmed
BNY
前期市值: $247.2K
During Q3 2025, Dixon Fnancial Services, Inc.'s top holdings by market value included DFIV (27.8%)、DFAS (17.6%)、DFUV (15.6%). The largest single position, DFIV, represented 27.8% of total portfolio value.
In Q3 2025, Dixon Fnancial Services, Inc. made 32 total portfolio adjustments, initiating 11 new buys, adding to 11 positions, trimming 9 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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