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CSP Financial Group

Latest statistics and disclosures from CSP Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are Dimensional Etf Trust, DFIC, DGCB, DFGP, DFAU, and represent 72.16% of CSP Financial Group's stock portfolio.
Added to shares of these 10 stocks: DGCB, DFCF, DFGX, Dimensional Etf Trust, DXIV, DFIC, DFEM, DFEV, DEHP, DFGR.
Started 1 new stock position in DXIV.
Reduced shares in these 6 stocks: Dimensional Etf Trust (-$11M), Dimensional Etf Trust (-$11M), DFGP, DISV, DIHP, VTI.
Sold out of its positions in Dimensional Etf Trust, Dimensional Etf Trust.
CSP Financial Group was a net seller of stock by $-18M.
CSP Financial Group has $99M in assets under management (AUM), dropping by -15.41%.
Central Index Key (CIK): 0002111080

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Portfolio Holdings for CSP Financial Group

CSP Financial Group holds 23 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf	42.0	$42M		938k	44.45	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	10.6	$11M	+5%	279k	37.61	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	7.4	$7.3M	+38%	142k	51.91	View chart
Dimensional Etf Trust Glob Co Plus Etf (DFGP)	6.6	$6.5M	-24%	126k	51.93	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	5.6	$5.6M		107k	52.36	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	4.4	$4.4M	+10%	111k	39.72	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	3.4	$3.4M	-4%	78k	43.29	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	3.2	$3.2M		95k	33.69	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	2.3	$2.2M	+7%	53k	42.40	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	2.2	$2.2M	+7%	54k	41.14	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.9	$1.9M	+7%	71k	27.05	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	1.7	$1.7M	+82%	42k	40.12	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	1.6	$1.6M		4.2k	374.25	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.4	$1.4M		35k	41.43	View chart
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)	1.2	$1.2M	+157%	24k	51.14	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	1.2	$1.2M	+4%	26k	46.47	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.7	$705k	+2%	18k	39.31	View chart
Dimensional Etf Trust Intl Vec Equ Etf (DXIV)	0.5	$539k	NEW	7.5k	72.01	View chart
NVIDIA Corporation (NVDA)	0.5	$498k	+13%	2.2k	228.40	View chart
Apple (AAPL)	0.5	$474k	+12%	1.4k	332.96	View chart
Microsoft Corporation (MSFT)	0.4	$395k	+17%	770.00	512.80	View chart
Amazon (AMZN)	0.4	$365k	+6%	1.5k	249.15	View chart
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)	0.3	$257k	+19%	5.1k	50.49	View chart

Past Filings by CSP Financial Group

SEC 13F filings are viewable for CSP Financial Group going back to 2026

CSP Financial Group 2026 Q3 filed Oct. 26, 2026
CSP Financial Group 2026 Q2 filed July 27, 2026
CSP Financial Group 2026 Q1 filed May 8, 2026

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