CSP Financial Group LLC Increases Holdings in Dimensional ETFs and Tech Stocks During Q2 2026

As of June 30, 2026, CSP Financial Group LLC maintained a substantial portfolio valued at $117.3 million. The investment vehicle primarily focuses on Dimensional Fund Advisors ETF Trust shares, with these holdings accounting for the vast majority of its allocation (98.87%) across various sectors listed under their umbrella.

The firm demonstrated active buying behavior during this quarter by increasing positions in several Dimensional ETFs:

• CSP Financial Group boosted its shares of DIMENSIONAL ETF TRUST (DFAC) by approximately 5.8%, adding $4.1 million to this position.
• The holdings in DIMENSIONAL ETF TRUST (DFIC), DIMENSIONAL ETF TRUST (DUHP), and DIMENSIONAL ETF TRUST (DFSV) also saw notable increases, contributing to the overall growth of these Dimensional-focused assets.
• CSP Financial Group additionally increased its stake in DIMENSIONAL ETF TRUST (DFGP), DIMENSIONAL ETF TRUST (DIHP), and DIMENSIONAL ETF TRUST (DISV).

  This buying activity was not limited to Dimensional ETFs alone. CSP Financial Group also initiated new positions in several individual stocks:

  • CSP Financial Group made a significant purchase of $384,000 worth of shares in the Technology sector.
  • The firm acquired an additional position in NVIDIA (NVDA), investing $384,000 during this quarter.
  • CSP Financial Group also added holdings to its portfolio for Amazon.com Inc. (AMZN).

    In contrast, the investment strategy involved modest reductions or exits from certain positions:

    • CSP Financial Group decreased its stake in DIMENSIONAL ETF TRUST (DFAU) by approximately 2.07%, resulting in a slight reduction of about $113,000.
    • The firm also reduced its position in DIMENSIONAL ETF TRUST (DGCB) during the quarter.

      This filing indicates that CSP Financial Group's primary investment focus remains concentrated within Dimensional Fund Advisors' product suite. The significant increase in Dimensional holdings, coupled with modest reductions elsewhere and new individual stock positions, suggests a strategy of rebalancing towards specific ETFs while maintaining exposure to large-cap technology companies.

      The overall portfolio allocation shows CSP Financial Group holding 24 distinct securities as of the reporting date. While most allocations are within Dimensional ETF Trust shares, the addition of substantial stakes in NVIDIA and other individual stocks indicates diversification into specific sectors beyond the Dimensional umbrella.