account_balance

Investment manager · 13F filer · SEC CIK 1909993

Dixon Fnancial Services, Inc.

Reported value$249Mas of Sep 30, 2026
Positions48 1 new, 1 sold out
Top 10 weight88.2%DFIV alone is 27%
FiledOct 2323 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFIV Dimensional ETF Trust 27.2% Held
DFAS Dimensional ETF Trust 17.0% Held
DFUV Dimensional ETF Trust 16.2% Held
DFUS Dimensional ETF Trust 14.1% Held
AAPL Apple Inc. 3.7% Held
IWF iShares Tr 3.3% Held
AMZN Amazon.com Inc 2.0% Held
IWD iShares Tr 1.9% Held
Berkshire Hathaway Inc 1.5% Held
MSFT Microsoft Corp 1.4% HeldAVGO Broadcom Inc. 0.8% Added +397%MU Micron Technology Inc 0.7% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 23, 2026, compared with the Jul 14, 2026 filing
add_circleNew
arrow_upwardAdded
  • AVGO +397%
  • QQQ +120%
  • DFSD +14%
  • DFAU +5%
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist