Dixon Fnancial Services, Inc. has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $183 Million distributed in 38 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $49.2M, Dimensional ETF Tr U S Small C with a value of $37.6M, Dimensional ETF Tr Us Marketwi with a value of $31.9M, Dimensional ETF Tr U S Equity with a value of $28.9M, and Ishares Russell 1000 Gr ETF with a value of $7.66M.

Examining the 13F form we can see an decrease of $4.14M in the current position value, from $187M to 183M.

Below you can find more details about Dixon Fnancial Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $183 Million
ETFs: $161 Million
Technology: $7.53 Million
Financial Services: $3.91 Million
Consumer Cyclical: $3.56 Million
Energy: $981,000
Healthcare: $965,000
Communication Services: $664,000
Utilities: $459,000
Other: $258,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 38
  • Current Value $183 Million
  • Prior Value $187 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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