Top 20 CSP Financial Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 34.79% | 874.5K | $34.0M | new | $39.23(+12.81%) | 2026-03-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 9.52% | 265.3K | $9.3M | new | $33.97(+13.85%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 8.81% | 234.2K | $8.6M | new | $37.39(+11.22%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 8.46% | 232.7K | $8.3M | new | $34.99(+7.47%) | 2026-03-31 | |
| DFGP | DIMENSIONAL ETF TRUST | 8.35% | 151.0K | $8.2M | new | $54.03(+0.63%) | 2026-03-31 | |
| DGCB | DIMENSIONAL ETF TRUST | 5.3% | 95.6K | $5.2M | new | $54.19(+0.84%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 5.03% | 108.8K | $4.9M | new | $45.96(+12.14%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 3.2% | 90.6K | $3.1M | new | $33.82(+16.46%) | 2026-03-31 | |
| DISV | DIMENSIONAL ETF TRUST | 2.87% | 71.1K | $2.8M | new | $38.72(+5.27%) | 2026-03-31 | |
| DIHP | DIMENSIONAL ETF TRUST | 2.8% | 84.7K | $2.7M | new | $31.94(+7.13%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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