CSP Financial Group

CSP Financial Group as of March 31, 2026

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