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Sophal Pettit

Csp Financial Group, Llc

Assets Managed
$97.679M
Holdings
20
Last Quarter
2026 - Q1
Filed Date
1mo 24d ago
Growth Rate
0%(2Q avg: 0%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Csp Financial Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 20 positions.

Assets under management

The assets under management (AUM) of Csp Financial Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 97.679M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Sophal Pettit, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
New Position
34.8%
$33.983M
874,504 shares@ $38.86 avg price
DFSV
Dimensional Us Small Cap Val
Recent Activity
New Position
9.52%
$9.295M
265,269 shares@ $35.04 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
New Position
8.82%
$8.608M
234,162 shares@ $36.76 avg price
DFIC
Dimensional International Co
Recent Activity
New Position
8.47%
$8.266M
232,651 shares@ $35.54 avg price
DFGP
Dim Global Cp Fixed Income
Recent Activity
New Position
8.35%
$8.153M
151,014 shares@ $54.0 avg price
DGCB
Dimensional Global Credit
Recent Activity
New Position
5.3%
$5.175M
95,591 shares@ $54.14 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
New Position
5.03%
$4.909M
108,803 shares@ $45.13 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
New Position
3.21%
$3.129M
90,559 shares@ $34.55 avg price
DISV
Dimensional International Sm
Recent Activity
New Position
2.87%
$2.803M
71,067 shares@ $39.44 avg price
DIHP
Dimensional International Hi
Recent Activity
New Position
2.8%
$2.73M
84,745 shares@ $32.22 avg price

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