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DIXON FNANCIAL SERVICES, INC.

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13F filer, CIK 1909993, LAFAYETTE, CA

DIXON FNANCIAL SERVICES, INC. reported $222,733,474 across 44 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-15. Its ten largest share positions make up 90.11% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001909993-26-000002

Period
2026-03-31
Reported value
$223M
Holdings
44
Top 10 weight
90.11%
New
1
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ABNBnew+6,117$772K
MUadded+1,099$371K
GOOGadded+861$247K
AAPLadded+242$61.4K
AMZNadded+196$40.8K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
JPMreduced-5,275-$1.55M
DFIVreduced-24,674-$1.3M
NVDAreduced-5,974-$1.04M
DFUVreduced-10,308-$500K
DVYexited-2,805-$396K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001909993-26-000002, largest first. % of portfolio is the value over $222,733,474, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,397,171 shares; 2024Q4: 1,387,844 shares; 2025Q1: 1,349,998 shares; 2025Q2: 1,337,217 shares; 2025Q3: 1,323,891 shares; 2025Q4: 1,267,615 shares; 2026Q1: 1,242,941 shares 1,242,941$65.6M29.45%-24,674Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 584,477 shares; 2024Q4: 578,194 shares; 2025Q1: 574,781 shares; 2025Q2: 573,738 shares; 2025Q3: 563,457 shares; 2025Q4: 561,605 shares; 2026Q1: 557,492 shares 557,492$39.7M17.8%-4,113Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 785,731 shares; 2024Q4: 778,747 shares; 2025Q1: 775,179 shares; 2025Q2: 771,282 shares; 2025Q3: 764,905 shares; 2025Q4: 760,873 shares; 2026Q1: 750,565 shares 750,565$36.4M16.33%-10,308Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 471,722 shares; 2024Q4: 452,859 shares; 2025Q1: 444,103 shares; 2025Q2: 441,725 shares; 2025Q3: 434,397 shares; 2025Q4: 433,824 shares; 2026Q1: 431,171 shares 431,171$30.6M13.73%-2,653Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,070 shares; 2024Q4: 19,070 shares; 2025Q1: 16,286 shares; 2025Q2: 16,286 shares; 2025Q3: 16,286 shares; 2025Q4: 16,286 shares; 2026Q1: 16,286 shares 16,286$6.94M3.12%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,967 shares; 2024Q4: 16,911 shares; 2025Q1: 16,841 shares; 2025Q2: 16,501 shares; 2025Q3: 26,576 shares; 2025Q4: 26,500 shares; 2026Q1: 26,742 shares 26,742$6.79M3.05%+242Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,290 shares; 2024Q4: 16,249 shares; 2025Q1: 16,269 shares; 2025Q2: 16,269 shares; 2025Q3: 19,229 shares; 2025Q4: 19,386 shares; 2026Q1: 19,582 shares 19,582$4.08M1.83%+196Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,010 shares; 2024Q4: 13,010 shares; 2025Q1: 18,930 shares; 2025Q2: 18,930 shares; 2025Q3: 18,930 shares; 2025Q4: 18,930 shares; 2026Q1: 18,930 shares 18,930$4.04M1.82%0Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5$3.59M1.61%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,366 shares; 2024Q4: 5,472 shares; 2025Q1: 5,448 shares; 2025Q2: 5,198 shares; 2025Q3: 8,240 shares; 2025Q4: 8,297 shares; 2026Q1: 8,239 shares 8,239$3.05M1.37%-58Timeline
AVIVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,740 shares; 2024Q4: 21,740 shares; 2025Q1: 21,740 shares; 2025Q2: 21,740 shares; 2025Q3: 21,740 shares; 2025Q4: 21,740 shares; 2026Q1: 21,740 shares 21,740$1.63M0.73%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,037 shares; 2024Q4: 1,965 shares; 2025Q1: 1,985 shares; 2025Q2: 1,985 shares; 2025Q3: 4,208 shares; 2025Q4: 5,342 shares; 2026Q1: 5,108 shares 5,108$1.47M0.66%-234Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,964 shares; 2024Q4: 17,964 shares; 2025Q1: 17,964 shares; 2025Q2: 17,964 shares; 2025Q3: 17,964 shares; 2025Q4: 17,964 shares; 2026Q1: 17,964 shares 17,964$1.45M0.65%0Timeline
AVSCAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,286 shares; 2024Q4: 22,286 shares; 2025Q1: 22,286 shares; 2025Q2: 22,286 shares; 2025Q3: 22,286 shares; 2025Q4: 22,286 shares; 2026Q1: 22,286 shares 22,286$1.39M0.62%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,140 shares; 2024Q4: 6,773 shares; 2025Q1: 6,412 shares; 2025Q2: 6,418 shares; 2025Q3: 6,015 shares; 2025Q4: 6,020 shares; 2026Q1: 5,899 shares 5,899$1.22M0.55%-121Timeline
PRIPRIMERICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,857 shares; 2024Q4: 4,857 shares; 2025Q1: 4,857 shares; 2025Q2: 4,857 shares; 2025Q3: 4,857 shares; 2025Q4: 4,857 shares; 2026Q1: 4,857 shares 4,857$1.22M0.55%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,715 shares; 2024Q4: 5,606 shares; 2025Q1: 5,606 shares; 2025Q2: 5,606 shares; 2025Q3: 12,247 shares; 2025Q4: 12,489 shares; 2026Q1: 6,515 shares 6,515$1.14M0.51%-5,974Timeline
AVDSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,540 shares; 2024Q4: 14,540 shares; 2025Q1: 14,540 shares; 2025Q2: 14,540 shares; 2025Q3: 14,540 shares; 2025Q4: 14,540 shares; 2026Q1: 14,540 shares 14,540$1.04M0.47%0Timeline
AVLCAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,933 shares; 2024Q4: 11,933 shares; 2025Q1: 11,933 shares; 2025Q2: 11,933 shares; 2025Q3: 11,933 shares; 2025Q4: 11,933 shares; 2026Q1: 11,933 shares 11,933$925K0.42%0Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,314 shares; 2024Q4: 9,314 shares; 2025Q1: 9,314 shares; 2025Q2: 9,908 shares; 2025Q3: 9,908 shares; 2025Q4: 9,908 shares; 2026Q1: 9,908 shares 9,908$798K0.36%0Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,117 shares 6,117$772K0.35%newTimeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,287 shares; 2025Q4: 1,187 shares; 2026Q1: 2,286 shares 2,286$772K0.35%+1,099Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,611 shares; 2024Q4: 7,595 shares; 2025Q1: 7,595 shares; 2025Q2: 7,495 shares; 2025Q3: 7,828 shares; 2025Q4: 7,828 shares; 2026Q1: 2,553 shares 2,553$751K0.34%-5,275Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,515 shares; 2026Q1: 2,376 shares 2,376$681K0.31%+861Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,426 shares; 2024Q4: 9,596 shares; 2025Q1: 9,961 shares; 2025Q2: 9,688 shares; 2025Q3: 10,347 shares; 2025Q4: 12,517 shares; 2026Q1: 12,629 shares 12,629$605K0.27%+112Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 941 shares; 2024Q4: 941 shares; 2025Q1: 941 shares; 2025Q2: 941 shares; 2025Q3: 917 shares; 2025Q4: 883 shares; 2026Q1: 856 shares 856$494K0.22%-27Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,328 shares; 2024Q4: 9,732 shares; 2025Q1: 10,130 shares; 2025Q2: 10,381 shares; 2025Q3: 9,996 shares; 2025Q4: 10,379 shares; 2026Q1: 10,811 shares 10,811$488K0.22%+432Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,600 shares; 2026Q1: 1,346 shares 1,346$474K0.21%-254Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 523 shares; 2025Q1: 523 shares; 2025Q2: 523 shares; 2025Q3: 523 shares; 2025Q4: 523 shares; 2026Q1: 523 shares 523$453K0.2%0Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,367 shares; 2024Q4: 1,443 shares; 2025Q1: 1,443 shares; 2025Q2: 1,363 shares; 2025Q3: 1,363 shares; 2025Q4: 1,356 shares; 2026Q1: 1,243 shares 1,243$425K0.19%-113Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,784 shares; 2024Q4: 8,197 shares; 2025Q1: 8,505 shares; 2025Q2: 9,627 shares; 2025Q3: 9,443 shares; 2025Q4: 9,695 shares; 2026Q1: 9,980 shares 9,980$389K0.17%+285Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,140 shares; 2025Q4: 1,140 shares; 2026Q1: 1,145 shares 1,145$354K0.16%+5Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,726 shares; 2025Q3: 8,726 shares; 2025Q4: 8,726 shares; 2026Q1: 8,726 shares 8,726$339K0.15%0Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100$316K0.14%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 571 shares; 2025Q1: 571 shares; 2025Q2: 571 shares; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: 620 shares 620$297K0.13%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 487 shares; 2025Q4: 636 shares; 2026Q1: 511 shares 511$293K0.13%-125Timeline
DLNWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,818 shares; 2024Q4: 2,833 shares; 2025Q1: 2,846 shares; 2025Q2: 2,862 shares; 2025Q3: 2,876 shares; 2025Q4: 2,891 shares; 2026Q1: 2,903 shares 2,903$259K0.12%+12Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,638 shares; 2024Q4: 2,633 shares; 2025Q1: 2,633 shares; 2025Q2: 2,633 shares; 2025Q3: 2,633 shares; 2025Q4: 2,633 shares; 2026Q1: 2,633 shares 2,633$254K0.11%0Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,544 shares; 2026Q1: 6,821 shares 6,821$244K0.11%+277Timeline
DIHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,065 shares; 2026Q1: 7,232 shares 7,232$233K0.1%+167Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,001 shares; 2025Q3: 1,576 shares; 2025Q4: 1,626 shares; 2026Q1: 1,576 shares 1,576$232K0.1%-50Timeline
SRESEMPRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,332 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,332 shares; 2025Q4: 2,332 shares; 2026Q1: 2,332 shares 2,332$227K0.1%0Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 797 shares; 2025Q4: 804 shares; 2026Q1: 725 shares 725$206K0.09%-79Timeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,391 shares; 2026Q1: 5,573 shares 5,573$205K0.09%+182Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
DVYISHARES TR2,805$396Kshares
OBDCBLUE OWL CAPITAL CORPORATION21,250$264Kshares
WFCWELLS FARGO & CO2,355$219Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001909993-26-000002 base2026-04-15acceptance time not in the bulk data set