DOSSIER · 13F-HR · Q2 2026

CSP Financial Group, LLC

$117M in tracked AUM across 24 positions as of Q2 2026.

CF
CIK 0002111080 · last filed Jun 30, 2026
Total AUM
$117M
as of Q2 2026
Holdings
24
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

CSP Financial Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$41M925K35.0%
02
DFSV
DIMENSIONAL ETF TRUST
$11M282K9.3%
03
DUHP
DIMENSIONAL ETF TRUST
$11M257K9.1%
04
DFIC
DIMENSIONAL ETF TRUST
$10M265K8.4%
05
DFGP
DIMENSIONAL ETF TRUST
$9M166K7.7%
06
DGCB
DIMENSIONAL ETF TRUST
$6M102K4.8%
07
DFAU
DIMENSIONAL ETF TRUST
$6M107K4.7%
08
DFEM
DIMENSIONAL ETF TRUST
$4M100K3.5%
09
DIHP
DIMENSIONAL ETF TRUST
$3M97K2.8%
10
DISV
DIMENSIONAL ETF TRUST
$3M81K2.8%

Filing history

2026Q2Jun 30
$117M 20.1%
24 positionsView →
2026Q1Mar 31
$98M
20 positionsView →