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CSP Financial Group, LLC

Portfolio Manager
CSP Financial Group, LLC
Performance
0% (N/A)
AUM (13F)
$97.68M
# of Holdings
20
Performance Rank
N/A
Allocation (Top 20)
100.02%

CSP Financial Group, LLC Holdings Map

Top 20 CSP Financial Group, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DFAC
DIMENSIONAL ETF TRUST
34.79%874.5K$34.0Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 874.5K shares
$39.23(+12.81%)
2026-03-31
DFSV
DIMENSIONAL ETF TRUST
9.52%265.3K$9.3Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 265.3K shares
$33.97(+13.85%)
2026-03-31
DUHP
DIMENSIONAL ETF TRUST
8.81%234.2K$8.6Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 234.2K shares
$37.39(+11.22%)
2026-03-31
DFIC
DIMENSIONAL ETF TRUST
8.46%232.7K$8.3Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 232.7K shares
$34.99(+7.47%)
2026-03-31
DFGP
DIMENSIONAL ETF TRUST
8.35%151.0K$8.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 151.0K shares
$54.03(+0.63%)
2026-03-31
DGCB
DIMENSIONAL ETF TRUST
5.3%95.6K$5.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 95.6K shares
$54.19(+0.84%)
2026-03-31
DFAU
DIMENSIONAL ETF TRUST
5.03%108.8K$4.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 108.8K shares
$45.96(+12.14%)
2026-03-31
DFEM
DIMENSIONAL ETF TRUST
3.2%90.6K$3.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 90.6K shares
$33.82(+16.46%)
2026-03-31
DISV
DIMENSIONAL ETF TRUST
2.87%71.1K$2.8Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 71.1K shares
$38.72(+5.27%)
2026-03-31
DIHP
DIMENSIONAL ETF TRUST
2.8%84.7K$2.7Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 84.7K shares
$31.94(+7.13%)
2026-03-31

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