CSP Financial Group, LLC - Portfolio overview

CSP Financial Group, LLC has 20 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 34.79%
2. DFSV - DIMENSIONAL ETF TRUST, 9.52%
3. DUHP - DIMENSIONAL ETF TRUST, 8.81%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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