StockDriftsStockDriftsTop 48 Dixon Fnancial Services INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFIV | DIMENSIONAL ETF TRUST | 26.99% | 1.23M | $66.6M | -0.75%(-9.28K) | $32.78(+77.20%) | 2026-06-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 18.47% | 553.7K | $45.6M | -0.68%(-3.81K) | $58.75(+43.26%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 16.62% | 745.8K | $41.0M | -0.64%(-4.78K) | $31.60(+82.12%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 14.24% | 429.0K | $35.2M | -0.49%(-2.13K) | $49.43(+71.72%) | 2026-06-30 | |
| IWF | ISHARES TR | 3.28% | 65.1K | $8.1M | +0.00%(+0) | $72.45(+70.30%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.26% | 27.8K | $8.0M | +3.98%(+1.06K) | $192.47(+58.67%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.89% | 19.6K | $4.7M | -0.07%(-13) | $174.29(+50.63%) | 2026-06-30 | |
| IWD | ISHARES TR | 1.86% | 18.9K | $4.6M | +0.00%(+0) | $169.31(+51.98%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1.52% | 5 | $3.7M | +0.00%(+0) | $739681.00(+1.04%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.04% | 6.9K | $2.6M | -16.18%(-1.33K) | $386.78(+25.67%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.03% | +60.27% | — | — | +50.99% |
| Top 20 Holdings Unweighted | +18.31% | +65.61% | — | — | +52.71% |
Dixon Fnancial Services INC reports $246.89M in US-listed equity holdings across 48 positions in its most recent 13F filing. Its largest disclosed positions are DFIV (27.0%), DFAS (18.5%) and DFUV (16.6%). The top 20 holdings account for 94.93% of reported assets. Its disclosed equity book has returned +60.27% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Dixon Fnancial Services INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1909993). View Dixon Fnancial Services INC’s 13F filings on SEC