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Disclosery

13F-HR filed by DIXON FNANCIAL SERVICES, INC.

DIXON FNANCIAL SERVICES, INC. filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-23, with 38 holding rows worth $184,155,673.

Accession
0001909993-25-000001
Filer
CIK 1909993
Filed
2025-01-23
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 38 entries on the cover page, a total value of $184,155,673 stated on the cover page (in dollars after the unit check, H1), rows summing to $184,155,673 with VALUE read as dollars as filed, 13F file number 028-21709. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Dimensional International Value ETF25434V807SHS1,387,844$49,240,710dollars as filed
Dimensional US Small Cap ETF25434V500COM578,194$37,628,858dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE778,747$31,866,327dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF452,859$28,869,761dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK19,070$7,658,131dollars as filed
Apple Inc037833100COM16,911$4,234,896dollars as filed
Amazon.com, Inc023135106COM16,249$3,564,868dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF13,010$2,408,541dollars as filed
Microsoft Corp594918104COM5,472$2,306,448dollars as filed
JPMorgan Chase & Co46625H100COM7,595$1,820,597dollars as filed
PRIMERICA INC74164M108COM4,857$1,318,287dollars as filed
Avantis US Small Cap Equity ETF025072323SHS22,286$1,211,467dollars as filed
Avantis US Large Cap Value ETF025072349SHS17,964$1,199,456dollars as filed
Avantis International Large Cap Val ETF025072364SHS21,740$1,128,306dollars as filed
Chevron Corporation166764100COM6,773$981,057dollars as filed
AMERICAN CENTY ETF TR025072158AVANTIS US LARG11,933$806,074dollars as filed
Avantis International Small Cp Eq ETF025072190SHS14,540$753,583dollars as filed
NVIDIA Corp67066G104COM5,606$752,830dollars as filed
Avantis Emerging Markets Equity ETF025072604SHS9,314$547,570dollars as filed
INVESCO QQQ TR46090E103COM941$481,067dollars as filed
DIMENSIONAL ETF TRUST25434V864SHOR DUR FIX ETF9,596$449,860dollars as filed
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT9,732$394,030dollars as filed
Amgen Inc.031162100COM1,500$390,960dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,965$371,975dollars as filed
ISHARES TR464287168COM2,805$368,268dollars as filed
BLUE OWL CAPITAL CORPORATION COM69121K104CEF21,250$321,300dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS1,600$313,328dollars as filed
MCKESSON CORP COM58155Q103Stock523$298,063dollars as filed
Walt Disney Co254687106COM2,633$293,185dollars as filed
CVS Health Corporation126650100COM6,192$277,959dollars as filed
Berkshire Hathaway Inc084670702COM571$258,823dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock1,100$258,170dollars as filed
IDACORP INC451107106COM2,338$255,497dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK8,197$239,351dollars as filed
Applied Materials,Inc.038222105COM1,443$234,675dollars as filed
BANK OF NY MELLON CORP COM064058100Stock2,947$226,418dollars as filed
WISDOMTREE TR97717W307US LARGECAP DIVD2,833$220,414dollars as filed
SEMPRA COM816851109Stock2,332$204,563dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001909993-25-000001this filing2025-01-23acceptance time not in the bulk data set