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.
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 |