SEC Form 13F

CSP Financial Group, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-28
Reported value$117,342,494
Positions24

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$41,043,746925,242
DIMENSIONAL ETF TRUSTDFSVUS SMALL CAP ETF$10,955,708282,436
DIMENSIONAL ETF TRUSTDUHPUS HIGH PROF ETF$10,735,463257,260
DIMENSIONAL ETF TRUSTDFICINTL CORE EQUITY$9,876,958265,082
DIMENSIONAL ETF TRUSTDFGPGLOB CO PLUS ETF$9,053,064166,233
DIMENSIONAL ETF TRUSTDGCBGLOBAL CR ETF$5,583,281102,127
DIMENSIONAL ETF TRUSTDFAUUS CORE EQT MKT$5,507,682106,552
DIMENSIONAL ETF TRUSTDFEMEMERGING MKTS CO$4,073,473100,233
DIMENSIONAL ETF TRUSTDIHPINTL HIGH PROFIT$3,296,80896,610
DIMENSIONAL ETF TRUSTDISVINTL SMALL CAP V$3,241,04080,764

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page