DIXON FNANCIAL SERVICES, INC.

Est. AUM

$222.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$65.6M	1242941	29.45%	SOLE
2	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$39.7M	557492	17.80%	SOLE
3	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$36.4M	750565	16.33%	SOLE
4	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$30.6M	431171	13.73%	SOLE
5	ISHARES TR	RUS 1000 GRW ETF	$6.9M	16286	3.12%	SOLE
6	APPLE INC	COM	$6.8M	26742	3.05%	SOLE
7	AMAZON COM INC	COM	$4.1M	19582	1.83%	SOLE
8	ISHARES TR	RUS 1000 VAL ETF	$4.0M	18930	1.82%	SOLE
9	BERKSHIRE HATHAWAY INC DEL	CL A	$3.6M	5	1.61%	SOLE
10	MICROSOFT CORP	COM	$3.0M	8239	1.37%	SOLE
11	AMERICAN CENTY ETF TR	INTERNATIONAL LR	$1.6M	21740	0.73%	SOLE
12	ALPHABET INC	CAP STK CL A	$1.5M	5108	0.66%	SOLE
13	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$1.4M	17964	0.65%	SOLE
14	AMERICAN CENTY ETF TR	AVANTIS US SMALL	$1.4M	22286	0.62%	SOLE
15	CHEVRON CORPORATION	COM	$1.2M	5899	0.55%	SOLE
16	PRIMERICA INC	COM	$1.2M	4857	0.55%	SOLE
17	NVIDIA CORPORATION	COM	$1.1M	6515	0.51%	SOLE
18	AMERICAN CENTY ETF TR	AVANTIS INTL SML	$1.0M	14540	0.47%	SOLE
19	AMERICAN CENTY ETF TR	AVANTIS US LARG	$925K	11933	0.42%	SOLE
20	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$798K	9908	0.36%	SOLE
21	AIRBNB INC	COM CL A	$772K	6117	0.35%	SOLE
22	MICRON TECHNOLOGY INC	COM	$772K	2286	0.35%	SOLE
23	JPMORGAN CHASE & CO	COM	$751K	2553	0.34%	SOLE
24	ALPHABET INC	CAP STK CL C	$681K	2376	0.31%	SOLE
25	DIMENSIONAL ETF TRUST	SHORT DURATION F	$605K	12629	0.27%	SOLE
26	INVESCO QQQ TR	UNIT SER 1	$494K	856	0.22%	SOLE
27	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$488K	10811	0.22%	SOLE
28	AMGEN INC	COM	$474K	1346	0.21%	SOLE
29	MCKESSON CORP	COM	$453K	523	0.20%	SOLE
30	APPLIED MATLS INC	COM	$425K	1243	0.19%	SOLE
31	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$389K	9980	0.17%	SOLE
32	BROADCOM INC	COM	$354K	1145	0.16%	SOLE
33	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$339K	8726	0.15%	SOLE
34	NORFOLK SOUTHN CORP	COM	$316K	1100	0.14%	SOLE
35	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$297K	620	0.13%	SOLE
36	META PLATFORMS INC	CL A	$293K	511	0.13%	SOLE
37	WISDOMTREE TR	US LARGECAP DIVD	$259K	2903	0.12%	SOLE
38	DISNEY WALT CO	COM	$254K	2633	0.11%	SOLE
39	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$244K	6821	0.11%	SOLE
40	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$233K	7232	0.10%	SOLE
41	ORACLE CORP	COM	$232K	1576	0.10%	SOLE
42	SEMPRA	COM	$227K	2332	0.10%	SOLE
43	GE AEROSPACE	COM NEW	$206K	725	0.09%	SOLE
44	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$205K	5573	0.09%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.