CSP Financial Group, LLC
20 holdingsFiling period: 2026-03-31Current AUM: $107.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 874.5K | $34.0M | $38.9M | 36.16% | -- | 2026-03-31 |
| 2 | DFSV | DIMENSIONAL ETF TRUST | 265.3K | $9.3M | $10.5M | 9.78% | -- | 2026-03-31 |
| 3 | DUHP | DIMENSIONAL ETF TRUST | 234.2K | $8.6M | $9.6M | 8.96% | -- | 2026-03-31 |
| 4 | DFIC | DIMENSIONAL ETF TRUST | 232.7K | $8.3M | $8.9M | 8.24% | -- | 2026-03-31 |
| 5 | DFGP | DIMENSIONAL ETF TRUST | 151.0K | $8.2M | $8.0M | 7.47% | -- | 2026-03-31 |
| 6 | DGCB | DIMENSIONAL ETF TRUST | 95.6K | $5.2M | $5.1M | 4.73% | -- | 2026-03-31 |
| 7 | DFAU | DIMENSIONAL ETF TRUST | 108.8K | $4.9M | $5.6M | 5.24% | -- | 2026-03-31 |
| 8 | DFEM | DIMENSIONAL ETF TRUST | 90.6K | $3.1M | $3.4M | 3.17% | -- | 2026-03-31 |
| 9 | DISV | DIMENSIONAL ETF TRUST | 71.1K | $2.8M | $3.0M | 2.80% | -- | 2026-03-31 |
| 10 | DIHP | DIMENSIONAL ETF TRUST | 84.7K | $2.7M | $2.9M | 2.72% | -- | 2026-03-31 |
| 11 | DFGR | DIMENSIONAL ETF TRUST | 60.4K | $1.6M | $1.8M | 1.67% | -- | 2026-03-31 |
| 12 | DFEV | DIMENSIONAL ETF TRUST | 43.3K | $1.6M | $1.7M | 1.60% | -- | 2026-03-31 |
| 13 | DEHP | DIMENSIONAL ETF TRUST | 44.7K | $1.5M | $1.7M | 1.62% | -- | 2026-03-31 |
| 14 | VTI | VANGUARD INDEX FDS | 4.2K | $1.3M | $1.5M | 1.43% | -- | 2026-03-31 |
| 15 | DFAI | DIMENSIONAL ETF TRUST | 33.4K | $1.3M | $1.4M | 1.31% | -- | 2026-03-31 |
| 16 | DFSD | DIMENSIONAL ETF TRUST | 23.5K | $1.1M | $1.1M | 1.03% | -- | 2026-03-31 |
| 17 | DFCF | DIMENSIONAL ETF TRUST | 22.2K | $938K | $922K | 0.86% | -- | 2026-03-31 |
| 18 | DFAE | DIMENSIONAL ETF TRUST | 17.2K | $583K | $646K | 0.60% | -- | 2026-03-31 |
| 19 | DFGX | DIMENSIONAL ETF TRUST | 8.7K | $457K | $455K | 0.42% | -- | 2026-03-31 |
| 20 | DUSB | DIMENSIONAL ETF TRUST | 4.2K | $213K | $213K | 0.20% | -- | 2026-03-31 |
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