Investor
CSP Financial Group, LLC
CIK 0002111080 · filed 2026-05-08 · SEC filing
13F book
$97.7M
Positions
20
Largest name
34.8%
Dimensional Etf Trust
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust | — | 874.5K | $34M | 34.8% | — | Held |
| Dimensional Etf Trust | — | 265.3K | $9.3M | 9.5% | — | Held |
| Dimensional Etf Trust | — | 234.2K | $8.61M | 8.8% | — | Held |
| Dimensional Etf Trust | — | 232.7K | $8.27M | 8.5% | — | Held |
| Dimensional Etf Trust | — | 151K | $8.15M | 8.3% | — | Held |
| Dimensional Etf Trust | — | 95.6K | $5.17M | 5.3% | — | Held |
| Dimensional Etf Trust | — | 108.8K | $4.91M | 5.0% | — | Held |
| Dimensional Etf Trust | — | 90.6K | $3.13M | 3.2% | — | Held |
| Dimensional Etf Trust | — | 71.1K | $2.8M | 2.9% | — | Held |
| Dimensional Etf Trust | — | 84.7K | $2.73M | 2.8% | — | Held |
| Dimensional Etf Trust | — | 60.4K | $1.61M | 1.6% | — | Held |
| Dimensional Etf Trust | — | 43.3K | $1.55M | 1.6% | — | Held |
| Dimensional Etf Trust | — | 44.7K | $1.51M | 1.5% | — | Held |
| Vanguard Index Fds | — | 4.19K | $1.34M | 1.4% | — | Held |
| Dimensional Etf Trust | — | 33.4K | $1.3M | 1.3% | — | Held |
| Dimensional Etf Trust | — | 23.5K | $1.12M | 1.1% | — | Held |
| Dimensional Etf Trust | — | 22.2K | $938.2K | 1.0% | — | Held |
| Dimensional Etf Trust | — | 17.2K | $583.1K | 0.6% | — | Held |
| Dimensional Etf Trust | — | 8.72K | $457.2K | 0.5% | — | Held |
| Dimensnl Ultrashrt Fixed | — | 4.21K | $213.7K | 0.2% | — | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.