You're signed outSign in or to get full access.
Dixon Fnancial Services, Inc.
Dixon Financial Services, Inc. is an independent Registered Investment Advisor founded in 1989 and headquartered in Lafayette, California. With a team of 4 employees, the firm serves individuals, high net worth clients, and charitable organizations, focusing on relationship-driven financial planning and investment management. Dixon prioritizes long-term client partnerships and operates primarily through word-of-mouth referrals, maintaining a science-based investment approach and commitment to exceptional service.
Investment Strategy
Dixon Financial Services, Inc. follows a principled, science-based investment approach, focusing on the aspects of investing that can be controlled. The firm engages in comprehensive financial planning and wealth management, aiming to achieve clients’ financial goals through disciplined, evidence-based strategies. Emphasizing long-term relationships, Dixon manages portfolios for individuals and families, tailoring strategies to unique needs and consistently building expertise to deliver reliable results.
Latest 13F Filing Activity
Dixon Fnancial Services, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 48 equity positions with a total 13F market value of $220M. The fund increased holdings in Dimensional Etf Trust, Apple Inc., Dimensional Etf Trust among other positions. Dixon Fnancial Services, Inc. reduced exposure to Blue Owl Capital Corporation, Disney Walt Co., Amgen Inc. among others.
Top Holdings
Equity Positions (48)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFIV | DIMENSIONAL ETF TRUST | 27.81% | $61.1M | 1,323,891 | $32.82 | $46.12 | +$3.8M |
D DFAS | DIMENSIONAL ETF TRUST | 17.57% | $38.6M | 563,457 | $59.99 | $68.46 | +$2.0M |
D DFUV | DIMENSIONAL ETF TRUST | 15.57% | $34.2M | 764,905 | $31.60 | $44.69 | +$1.6M |
D DFUS | DIMENSIONAL ETF TRUST | 14.33% | $31.5M | 434,397 | $51.70 | $72.44 | +$1.9M |
I IWF | ISHARES TR | 3.47% | $7.6M | 16,286 | $305.59 | $468.41 | +$713.8K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more