13F Filings History of DIXON FNANCIAL SERVICES, INC.

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$225,552,662
Signature - Title
Cory DeGraaf - Financial Advisor
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 46 stock holdings with total value $225,552,662 as of Q4 2025. Top holdings included DFIV, DFAS, DFUV, DFUS, and IWF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 46 $225,552,662 +$2,088,077 -$5,287,760 -$3,199,683 DFIV, DFAS, DFUV, DFUS, IWF 13F-HR 15 Jan 2026, 12:07
Q3 2025 48 $219,580,110 +$8,987,965 -$2,243,321 +$6,744,644 DFIV, DFAS, DFUV, DFUS, IWF 13F-HR 08 Oct 2025, 11:35
Q2 2025 40 $198,020,283 +$850,612 -$1,436,019 -$585,407 DFIV, DFAS, DFUV, DFUS, IWF 13F-HR 28 Jul 2025, 17:18
Q1 2025 38 $185,015,991 +$5,156,307 -$3,664,936 +$1,491,371 DFIV, DFAS, DFUV, DFUS, IWF 13F-HR 22 Apr 2025, 13:00
Q4 2024 38 $184,155,673 +$576,441 -$2,628,124 -$2,051,683 DFIV, DFAS, DFUV, DFUS, IWF 13F-HR 22 Jan 2025, 18:28
Q3 2024 37 $188,344,129 +$495,439 -$1,030,035 -$534,596 DFIV, DFAS, DFUV, DFUS, IWF 13F-HR 22 Oct 2024, 14:49
Q2 2024 36 $178,377,258 +$741,627 -$926,931 -$185,304 DFIV, DFAS, DFUV, DFUS, IWF 13F-HR 16 Jul 2024, 13:16
Q1 2024 36 $180,596,595 +$6,567,980 -$998,246 +$5,569,734 DFIV, DFAS, DFUV, DFUS, IWF 13F-HR 16 Apr 2024, 11:53
Q4 2023 27 $162,556,864 +$1,837,907 -$1,717,123 +$120,784 DFIV, DFAS, DFUV, DFUS, IWF 13F-HR 12 Jan 2024, 12:13
Q3 2023 24 $148,149,120 +$45,300 -$2,036,758 -$1,991,458 DFIV, DFAS, DFUV, DFUS, IWF 13F-HR 13 Nov 2023, 19:18
Q2 2023 24 $153,898,038 +$775,037 -$1,172,637 -$397,600 DFIV, DFAS, DFUV, DFUS, IWF 13F-HR 31 Jul 2023, 11:56
Q1 2023 24 $147,324,864 +$6,062 -$984,993 -$978,931 DFIV, DFAS, DFUV, DFUS, IWF 13F-HR 24 Apr 2023, 13:50
Q4 2022 24 $141,520,499 +$424,369 -$833,654 -$409,285 DFIV, DFAS, DFUV, DFUS, IWF 13F-HR 18 Jan 2023, 14:08
Q3 2022 22 $127,200,000 +$39,064 -$1,355,221 -$1,316,157 DFIV, DFAS, DFUV, DFUS, IWF 13F-HR 27 Oct 2022, 13:35
Q2 2022 24 $137,184,000 +$28,299,396 -$625,740 +$27,673,656 DFIV, DFAS, DFUV, DFUS, IWF 13F-HR 29 Jul 2022, 13:39
Q1 2022 23 $131,419,000 +$74,790 -$2,435,220 -$2,360,430 DFIV, DFAS, DFUS, IWF, AAPL 13F-HR 19 Apr 2022, 18:49
Q4 2021 26 $137,131,000 $0 $0 $0 DFIV, DFAS, DFUS, IWF, AAPL 13F-HR 09 Feb 2022, 19:08