StockDriftsStockDriftsTop 44 Dixon Fnancial Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFIV | DIMENSIONAL ETF TRUST | 29.45% | 1.24M | $65.6M | -1.95%(-24.67K) | $32.78(+69.76%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 17.8% | 557.5K | $39.7M | -0.73%(-4.11K) | $58.75(+30.22%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 16.33% | 750.6K | $36.4M | -1.35%(-10.31K) | $31.60(+66.55%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 13.73% | 431.2K | $30.6M | -0.61%(-2.65K) | $49.43(+63.30%) | 2026-03-31 | |
| IWF | ISHARES TR | 3.12% | 16.3K | $6.9M | +0.00%(+0) | $289.82(-57.11%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.05% | 26.7K | $6.8M | +0.91%(+242) | $189.47(+57.74%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.83% | 19.6K | $4.1M | +1.01%(+196) | $174.29(+54.99%) | 2026-03-31 | |
| IWD | ISHARES TR | 1.82% | 18.9K | $4.0M | +0.00%(+0) | $169.31(+38.61%) | 2026-03-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1.61% | 5 | $3.6M | +0.00%(+0) | $739681.00(-1.65%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.37% | 8.2K | $3.0M | -0.70%(-58) | $386.78(+4.77%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.82% | +51.37% |
| Top 20 Holdings Unweighted | +16.22% | +56.98% |
Sign up free to track Dixon Fnancial Services, Inc., compare funds side by side, and get alerts the moment positions change.