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DIXON FNANCIAL SERVICES, INC. Historic Quarter Change: USA ETF, Sold Out

DIXON FNANCIAL SERVICES, INC. historic quarter change: USA ETF, Sold out

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, DIXON FNANCIAL SERVICES, INC. opened 24 positions, added to 39, reduced 53 and sold out of 12.

  • Q2 2026: Stock DFUS; Country of operation —; Class US EQUITY MARKET; Shares before 431,171.
  • Q2 2026: Stock AVSC; Country of operation —; Class AVANTIS US SMALL; Shares before 22,286.
  • Q2 2026: Stock DFSD; Country of operation —; Class SHORT DURATION F; Shares before 12,629.
  • Q2 2026: Stock DFAC; Country of operation —; Class US CORE EQUITY 2; Shares before 8,726.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1909993), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-15); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-08); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-28); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-22); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-23); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-22); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-16); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-16). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026DFUS
DIMENSIONAL ETF TRUST
US EQUITY MARKET431,1710-431,171$30,574,336$0-$30,574,3362026-07-14
Q2 2026AVSC
AMERICAN CENTY ETF TR
AVANTIS US SMALL22,2860-22,286$1,388,418$0-$1,388,4182026-07-14
Q2 2026DFSD
DIMENSIONAL ETF TRUST
SHORT DURATION F12,6290-12,629$604,677$0-$604,6772026-07-14
Q2 2026DFAC
DIMENSIONAL ETF TRUST
US CORE EQUITY 28,7260-8,726$339,089$0-$339,0892026-07-14
Q2 2026DFLV
DIMENSIONAL ETF TRUST
US LARGE CAP VAL6,8210-6,821$243,578$0-$243,5782026-07-14
Q2 2026DUHP
DIMENSIONAL ETF TRUST
US HIGH PROFITAB5,5730-5,573$204,863$0-$204,8632026-07-14
Q1 2026DVY
ISHARES TR
SELECT DIVID ETF2,8050-2,805$395,898$0-$395,8982026-04-15
Q4 2025VIG
VANGUARD SPECIALIZED FUNDS
DIV APP ETF1,6000-1,600$345,264$0-$345,2642026-01-15
Q4 2025IBIT
ISHARES BITCOIN TRUST ETF
SHS BEN INT3,7040-3,704$240,760$0-$240,7602026-01-15
Q2 2025AVLC
AMERICAN CENTY ETF TR
AVANTIS US LARG11,9330-11,933$766,099$0-$766,0992025-07-28
Q4 2024IWC
ISHARES TR
MICRO-CAP ETF2,0000-2,000$246,640$0-$246,6402025-01-23
Q3 2024DFUS
DIMENSIONAL ETF TRUST
US EQUITY ETF475,8510-475,851$28,003,831$0-$28,003,8312024-10-22

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