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CSP Financial Group

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

Central Index Key (CIK): 0002111080

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Positions held by CSP Financial Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for CSP Financial Group

CSP Financial Group holds 20 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	34.8	$34M	875k	38.86	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	9.5	$9.3M	265k	35.04	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	8.8	$8.6M	234k	36.76	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	8.5	$8.3M	233k	35.53	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	8.3	$8.2M	151k	53.99	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	5.3	$5.2M	96k	54.13	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	5.0	$4.9M	109k	45.12	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	3.2	$3.1M	91k	34.55	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	2.9	$2.8M	71k	39.44	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	2.8	$2.7M	85k	32.22	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.6	$1.6M	60k	26.58	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	1.6	$1.6M	43k	35.78	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	1.5	$1.5M	45k	33.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.4	$1.3M	4.2k	320.79	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.3	$1.3M	33k	38.96	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.1	$1.1M	24k	47.88	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.0	$938k	22k	42.22	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.6	$583k	17k	33.86	View chart
Dimensional Etf Trust Dimensional Inte (DFGX)	0.5	$457k	8.7k	52.45	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.2	$214k	4.2k	50.71	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 Q1 filed May 8, 2026

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