Csp Financial Group, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$97.7M
Q ending 2026-03-31
Prior quarter
–
Q ending 2025-12-31
Change
– QoQ
Positions
20
reported holdings
Largest positions
All 20 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional Etf Trust | DFAC | Shares | $34.0M | 875K |
| Dimensional Etf Trust | DFSV | Shares | $9.3M | 265K |
| Dimensional Etf Trust | DUHP | Shares | $8.6M | 234K |
| Dimensional Etf Trust | DFIC | Shares | $8.3M | 233K |
| Dimensional Etf Trust | DFGP | Shares | $8.2M | 151K |
| Dimensional Etf Trust | DGCB | Shares | $5.2M | 96K |
| Dimensional Etf Trust | DFAU | Shares | $4.9M | 109K |
| Dimensional Etf Trust | DFEM | Shares | $3.1M | 91K |
| Dimensional Etf Trust | DISV | Shares | $2.8M | 71K |
| Dimensional Etf Trust | DIHP | Shares | $2.7M | 85K |
| Dimensional Etf Trust | DFGR | Shares | $1.6M | 60K |
| Dimensional Etf Trust | DFEV | Shares | $1.6M | 43K |
| Dimensional Etf Trust | DEHP | Shares | $1.5M | 45K |
| Vanguard Index Fds | VTI | Shares | $1.3M | 4K |
| Dimensional Etf Trust | DFAI | Shares | $1.3M | 33K |
| Dimensional Etf Trust | DFSD | Shares | $1.1M | 23K |
| Dimensional Etf Trust | DFCF | Shares | $938K | 22K |
| Dimensional Etf Trust | DFAE | Shares | $583K | 17K |
| Dimensional Etf Trust | DFGX | Shares | $457K | 9K |
| Dimensional Etf Trust | DUSB | Shares | $214K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.