CSP Financial Group, LLC: 13F holdings
CIK 21110802026Q2
| Positions | 24 |
|---|---|
| Reported value | $117.3m |
| Filed | 2026-07-27 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 925,242 | $41.0m | 35.0% |
| DIMENSIONAL ETF TRUST | 282,436 | $11.0m | 9.3% |
| DIMENSIONAL ETF TRUST | 257,260 | $10.7m | 9.1% |
| DFIC DIMENSIONAL ETF TRUST | 265,082 | $9.9m | 8.4% |
| DIMENSIONAL ETF TRUST | 166,233 | $9.1m | 7.7% |
| DIMENSIONAL ETF TRUST | 102,127 | $5.6m | 4.8% |
| PAVE DIMENSIONAL ETF TRUST | 106,552 | $5.5m | 4.7% |
| DFEM DIMENSIONAL ETF TRUST | 100,233 | $4.1m | 3.5% |
| DIHP DIMENSIONAL ETF TRUST | 96,610 | $3.3m | 2.8% |
| DISV DIMENSIONAL ETF TRUST | 80,764 | $3.2m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2111080")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.