Institutional Fund
Csp Financial Group, LLC
Scottsdale, AZCIK 21110801 filings on record
Portfolio Value
$97.68M
Q1 2026
Holdings
20
Reported positions
New Buys
0
Opened this quarter
QoQ Change
—
No prior quarter
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust34.8%
- Dimensional ETF Trust9.5%
- Dimensional ETF Trust8.8%
- Dimensional ETF Trust8.5%
- Dimensional ETF Trust8.3%
- Dimensional ETF Trust5.3%
- Other24.8%
Portfolio Holdings
20 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 874.5K | $33.98M | 34.8% | +874.5K | First Filing |
| 2 | Dimensional ETF Trust | 265.3K | $9.30M | 9.5% | +265.3K | First Filing |
| 3 | Dimensional ETF Trust | 234.2K | $8.61M | 8.8% | +234.2K | First Filing |
| 4 | Dimensional ETF Trust | 232.7K | $8.27M | 8.5% | +232.7K | First Filing |
| 5 | Dimensional ETF Trust | 151.0K | $8.15M | 8.3% | +151.0K | First Filing |
| 6 | Dimensional ETF Trust | 95.6K | $5.17M | 5.3% | +95.6K | First Filing |
| 7 | Dimensional ETF Trust | 108.8K | $4.91M | 5.0% | +108.8K | First Filing |
| 8 | Dimensional ETF Trust | 90.6K | $3.13M | 3.2% | +90.6K | First Filing |
| 9 | Dimensional ETF Trust | 71.1K | $2.80M | 2.9% | +71.1K | First Filing |
| 10 | Dimensional ETF Trust | 84.7K | $2.73M | 2.8% | +84.7K | First Filing |
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