DIXON FNANCIAL SERVICES, INC.: 13F holdings
CIK 19099932026Q2
| Positions | 48 |
|---|
| Reported value | $246.9m |
|---|
| Filed | 2026-07-14 |
|---|
Change since last quarter
| Positions | 48 (+4 vs prior quarter) |
|---|
| Reported value | $246.9m (+10.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DFIV DIMENSIONAL ETF TRUST | 1,233,662 | $66.6m | 27.0% |
| DIMENSIONAL ETF TRUST | 553,678 | $45.6m | 18.5% |
| YM=F DIMENSIONAL ETF TRUST | 745,784 | $41.0m | 16.6% |
| DFUS DIMENSIONAL ETF TRUST | 429,043 | $35.2m | 14.2% |
| IWF ISHARES TR | 65,144 | $8.1m | 3.3% |
| AAPL APPLE INC | 27,805 | $8.0m | 3.3% |
| AMZN AMAZON COM INC | 19,569 | $4.7m | 1.9% |
| IWD ISHARES TR | 18,930 | $4.6m | 1.9% |
| BRK.A BERKSHIRE HATHAWAY INC DEL | 5 | $3.7m | 1.5% |
| MSFT MICROSOFT CORP | 6,906 | $2.6m | 1.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1909993")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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