account_balance

Investment manager · 13F filer · SEC CIK 2111080

CSP Financial Group, LLC

Reported value$99.3Mas of Sep 30, 2026
Positions23 1 new, 2 sold out
Top 10 weight87.7%DFAC alone is 42%
FiledOct 2626 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFAC Dimensional ETF Trust 42.0% Held
DFIC Dimensional ETF Trust 10.6% Added +5%
DGCB Dimensional ETF Trust 7.4% Added +39%
DFGP Dimensional ETF Trust 6.6% Trimmed −24%
DFAU Dimensional ETF Trust 5.6% Held
DFEM Dimensional ETF Trust 4.4% Added +11%
DISV Dimensional ETF Trust 3.4% Trimmed −4%
DIHP Dimensional ETF Trust 3.2% Held
DFEV Dimensional ETF Trust 2.3% Added +8%
DEHP Dimensional ETF Trust 2.2% Added +7%
DFGR Dimensional ETF Trust 1.9% Added +7%
DFCF Dimensional ETF Trust 1.7% Added +82%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 26, 2026, compared with the Jul 27, 2026 filing
add_circleNew
  • DXIV $539K
arrow_upwardAdded
  • DFGX +157%
  • DFCF +82%
  • DGCB +39%
  • DUSB +19%
arrow_downwardTrimmed
  • DFGP −24%
  • DISV −4%
remove_circleSold out
  • DFSV $11M
  • DUHP $10.7M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist