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The Analysis of CSP Financial Group, LLC's Holdings & P&L

Currently, CSP Financial Group, LLC holds 20 types of securities in its portfolio with a total value $97.7M. In the most recent quarter, they have increased their positions in DFAC (+874.5K shares, valued at $34.0M), DFSV (+265.3K shares, valued at $9.3M), DUHP (+234.2K shares, valued at $8.6M); initiated new positions in DFAC (+874.5K shares, valued at $34.0M), DFSV (+265.3K shares, valued at $9.3M), DUHP (+234.2K shares, valued at $8.6M).

1M P&L

+197.3K+0.19%

3M P&L

+2.8M+2.67%

HY P&L

+6.2M+6.17%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A97.7M

100.0%

Top Industries by Stock Count

1N/A20 stocks

100.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST874.5K sharesnew addition2026-03-312026-05-08

DFSV DIMENSIONAL ETF TRUST265.3K sharesnew addition2026-03-312026-05-08

DUHP DIMENSIONAL ETF TRUST234.2K sharesnew addition2026-03-312026-05-08

DFIC DIMENSIONAL ETF TRUST232.7K sharesnew addition2026-03-312026-05-08

DFGP DIMENSIONAL ETF TRUST151.0K sharesnew addition2026-03-312026-05-08

DGCB DIMENSIONAL ETF TRUST95.6K sharesnew addition2026-03-312026-05-08

DFAU DIMENSIONAL ETF TRUST108.8K sharesnew addition2026-03-312026-05-08

DFEM DIMENSIONAL ETF TRUST90.6K sharesnew addition2026-03-312026-05-08

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DISV DIMENSIONAL ETF TRUST71.1K sharesnew addition2026-03-312026-05-08

DIHP DIMENSIONAL ETF TRUST84.7K sharesnew addition2026-03-312026-05-08

DFGR DIMENSIONAL ETF TRUST60.4K sharesnew addition2026-03-312026-05-08

DFEV DIMENSIONAL ETF TRUST43.3K sharesnew addition2026-03-312026-05-08

DEHP DIMENSIONAL ETF TRUST44.7K sharesnew addition2026-03-312026-05-08

VTI VANGUARD INDEX FDS4.2K sharesnew addition2026-03-312026-05-08

DFAI DIMENSIONAL ETF TRUST33.4K sharesnew addition2026-03-312026-05-08

DFSD DIMENSIONAL ETF TRUST23.5K sharesnew addition2026-03-312026-05-08

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DFCF DIMENSIONAL ETF TRUST22.2K sharesnew addition2026-03-312026-05-08

DFAE DIMENSIONAL ETF TRUST17.2K sharesnew addition2026-03-312026-05-08

DFGX DIMENSIONAL ETF TRUST8.7K sharesnew addition2026-03-312026-05-08

DUSB DIMENSIONAL ETF TRUST4.2K sharesnew addition2026-03-312026-05-08

DFAC

DIMENSIONAL ETF TRUST

New

Shares874.5K

Event2026-03-31

Filed2026-05-08

DFSV

DIMENSIONAL ETF TRUST

New

Shares265.3K

Event2026-03-31

Filed2026-05-08

DUHP

DIMENSIONAL ETF TRUST

New

Shares234.2K

Event2026-03-31

Filed2026-05-08

DFIC

DIMENSIONAL ETF TRUST

New

Shares232.7K

Event2026-03-31

Filed2026-05-08

DFGP

DIMENSIONAL ETF TRUST

New

Shares151.0K

Event2026-03-31

Filed2026-05-08

DGCB

DIMENSIONAL ETF TRUST

New

Shares95.6K

Event2026-03-31

Filed2026-05-08

DFAU

DIMENSIONAL ETF TRUST

New

Shares108.8K

Event2026-03-31

Filed2026-05-08

DFEM

DIMENSIONAL ETF TRUST

New

Shares90.6K

Event2026-03-31

Filed2026-05-08

DISV

DIMENSIONAL ETF TRUST

New

Shares71.1K

Event2026-03-31

Filed2026-05-08

DIHP

DIMENSIONAL ETF TRUST

New

Shares84.7K

Event2026-03-31

Filed2026-05-08

DFGR

DIMENSIONAL ETF TRUST

New

Shares60.4K

Event2026-03-31

Filed2026-05-08

DFEV

DIMENSIONAL ETF TRUST

New

Shares43.3K

Event2026-03-31

Filed2026-05-08

DEHP

DIMENSIONAL ETF TRUST

New

Shares44.7K

Event2026-03-31

Filed2026-05-08

VTI

VANGUARD INDEX FDS

New

Shares4.2K

Event2026-03-31

Filed2026-05-08

DFAI

DIMENSIONAL ETF TRUST

New

Shares33.4K

Event2026-03-31

Filed2026-05-08

DFSD

DIMENSIONAL ETF TRUST

New

Shares23.5K

Event2026-03-31

Filed2026-05-08

DFCF

DIMENSIONAL ETF TRUST

New

Shares22.2K

Event2026-03-31

Filed2026-05-08

DFAE

DIMENSIONAL ETF TRUST

New

Shares17.2K

Event2026-03-31

Filed2026-05-08

DFGX

DIMENSIONAL ETF TRUST

New

Shares8.7K

Event2026-03-31

Filed2026-05-08

DUSB

DIMENSIONAL ETF TRUST

New

Shares4.2K

Event2026-03-31

Filed2026-05-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

CSP Financial Group, LLC Institutional Holdings, Portfolio & P&L — TradeFomo