DIXON FNANCIAL SERVICES, INC.
RIA/Wealth
DIXON FNANCIAL SERVICES, INC. is a RIA/Wealth led by Michael Alan Dixon, reporting $914.4M in AUM as of Q3 2025 with 84% ETF concentration, 89% concentrated in top 10 holdings, and 28% allocation to DFIV.
PresidentMichael Alan Dixon
- Portfolio Value
- $219.6M
- Positions
- 48
- Top Holding
- DFIV at 27.81%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in DIXON FNANCIAL SERVICES, INC.'s portfolio (89.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $61.1M | 27.81% | -$614.6K Sold | — 1.3M shares | |
ETF ETF | $38.6M | 17.57% | -$703.8K Sold | — 563.5K shares | |
ETF ETF | $34.2M | 15.57% | -$285.0K Sold | — 764.9K shares | |
ETF ETF | $31.5M | 14.33% | -$530.8K Sold | — 434.4K shares | |
ETF ETF | $7.6M | 3.47% | — | — 16.3K shares | |
Consumer Electronics Technology | $6.8M | 3.08% | +$2.6M Bought | 0.00% 26.6K shares | |
Software - Infrastructure Technology | $4.3M | 1.94% | +$1.6M Bought | 0.00% 8.2K shares | |
Specialty Retail Consumer Cyclical | $4.2M | 1.92% | +$649.9K Bought | 0.00% 19.2K shares | |
ETF ETF | $3.9M | 1.76% | — | — 18.9K shares | |
Insurance - Diversified Financial Services | $3.8M | 1.72% | — | 0.00% 5.0 shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in DIXON FNANCIAL SERVICES, INC.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
-6.28% | |
-3.71% | |
-2.55% | |
-1.91% | |
-1.79% |
Analytics
Portfolio insights and performance metrics for DIXON FNANCIAL SERVICES, INC.
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