DIXON FNANCIAL SERVICES, INC.
All 13F Filings
- Location
- Lafayette, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 249,410
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/23/2026 | 48 | 249,410 | 13F-HR | DIXON FNANCIAL SERVICES, INC. |
| Q2 2026 | 7/14/2026 | 48 | 246,891 | 13F-HR | DIXON FNANCIAL SERVICES, INC. |
| Q1 2026 | 4/15/2026 | 44 | 222,733 | 13F-HR | DIXON FNANCIAL SERVICES, INC. |
| Q4 2025 | 1/15/2026 | 46 | 225,553 | 13F-HR | DIXON FNANCIAL SERVICES, INC. |
| Q3 2025 | 10/8/2025 | 48 | 219,580 | 13F-HR | DIXON FNANCIAL SERVICES, INC. |
| Q2 2025 | 7/28/2025 | 40 | 198,020 | 13F-HR | DIXON FNANCIAL SERVICES, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 37.67 K | 15.1% | 4.357 K | 0 | 4.357 K |
| ETFs | 211.7 K | 84.9% | 0 | 1.837 K | -1.837 K |
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Fund Snapshot
Q3 2026
Latest filed
10/23/2026
Total value ($000)
249,410
Holdings
48
QoQ value change ($000)
2,519
(1.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.