DIXON FNANCIAL SERVICES, INC.

13F Filings History

Latest 13F report
Q3 2024 - Oct 22, 2024
Value $
$188M
Signature - Title
Cory DeGraaf - Client Service
Location
Lafayette, CA
Summary
This page shows a list of all the recent 13F filings made by DIXON FNANCIAL SERVICES, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. DIXON FNANCIAL SERVICES, INC. reported 37 stock holdings with total value $188M as of Q3 2024. Top holdings included DFIV, DFAS, DFUV, DFUS, and IWF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 37 $188M +$495K -$1.03M -$535K DFIV, DFAS, DFUV, DFUS, IWF 13F-HR 10/22/2024, 02:49 PM
Q2 2024 36 $178M +$742K -$927K -$185K DFIV, DFAS, DFUV, DFUS, IWF 13F-HR 7/16/2024, 01:16 PM
Q1 2024 36 $181M +$6.57M -$998K +$5.57M DFIV, DFAS, DFUV, DFUS, IWF 13F-HR 4/16/2024, 11:53 AM
Q4 2023 27 $163M +$1.84M -$1.72M +$121K DFIV, DFAS, DFUV, DFUS, IWF 13F-HR 1/12/2024, 12:13 PM
Q3 2023 24 $148M +$45.3K -$2.04M -$1.99M DFIV, DFAS, DFUV, DFUS, IWF 13F-HR 11/13/2023, 07:18 PM
Q2 2023 24 $154M +$775K -$1.17M -$398K DFIV, DFAS, DFUV, DFUS, IWF 13F-HR 7/31/2023, 11:56 AM
Q1 2023 24 $147M +$6.06K -$985K -$979K DFIV, DFAS, DFUV, DFUS, IWF 13F-HR 4/24/2023, 01:50 PM
Q4 2022 24 $142M +$424K -$834K -$409K DFIV, DFAS, DFUV, DFUS, IWF 13F-HR 1/18/2023, 02:08 PM
Q3 2022 22 $127M +$39.1K -$1.36M -$1.32M DFIV, DFAS, DFUV, DFUS, IWF 13F-HR 10/27/2022, 01:35 PM
Q2 2022 24 $137M +$28.3M -$626K +$27.7M DFIV, DFAS, DFUV, DFUS, IWF 13F-HR 7/29/2022, 01:39 PM
Q1 2022 23 $131M +$74.8K -$2.44M -$2.36M DFIV, DFAS, DFUS, IWF, AAPL 13F-HR 4/19/2022, 06:49 PM
Q4 2021 26 $137M $0 $0 DFIV, DFAS, DFUS, IWF, AAPL 13F-HR 2/9/2022, 07:08 PM