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Cory DeGraaf

Dixon Fnancial Services, Inc.

Assets Managed
$246.891M
Holdings
48
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
10.85%(2Q avg: 4.8%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Dixon Fnancial Services, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 48 positions.

Assets under management

The assets under management (AUM) of Dixon Fnancial Services, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 246.891M in assets, with a quarterly growth rate of 10.85% and a 2-quarter average growth rate of 4.8%. The portfolio is managed by Cory DeGraaf, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFIV
Dimensional International Va
Recent Activity
Decreased -0.74%
27%
$66.642M
1.234M shares@ $54.03 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Decreased -0.68%
18.47%
$45.59M
553,678 shares@ $82.34 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Decreased -0.63%
16.62%
$41.026M
745,784 shares@ $55.02 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Decreased -0.49%
14.24%
$35.156M
429,043 shares@ $81.94 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 300%
3.28%
$8.089M
65,144 shares@ $124.17 avg price
AAPL
Apple Inc
Recent Activity
Increased 3.98%
3.26%
$8.046M
27,805 shares@ $289.37 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.06%
1.89%
$4.664M
19,569 shares@ $238.34 avg price
IWD
Ishares Russell 1000 Value E
Recent Activity
1.86%
$4.589M
18,930 shares@ $242.44 avg price
BRK.A
Berkshire Hathaway Inc-cl A
Recent Activity
1.52%
$3.744M
5 shares@ $748850.0 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -16.17%
1.05%
$2.576M
6,906 shares@ $373.03 avg price

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