SRCM
DFSI

Signature Resources Capital Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Signature Resources Capital Management’s Portfolio DFSI Stock Details DFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$223K Buy
4,947
+33
+0.7% +$1.48K 0.09% 69
2026
Q1 		$208K Buy
4,914
+149
+3% +$6.6K 0.1% 65
2025
Q4 		$204K Buy
4,765
+41
+0.9% +$1.71K 0.1% 66
2025
Q3 		$193K Buy
4,724
+3,550
+302% +$142K 0.11% 62
2025
Q2 		$46.3K Buy
1,174
+125
+12% +$4.64K 0.03% 127
2025
Q1 		$36.6K Hold
1,049
– – 0.03% 115
2024
Q4 		$34.5K Hold
1,049
– – 0.03% 114
2024
Q3 		$37.5K Hold
1,049
– – 0.03% 109
2024
Q2 		$34.6K Buy
1,049
+362
+53% +$12.1K 0.03% 113
2024
Q1 		$22K Hold
687
– – 0.02% 138
2023
Q4 		$22K Buy
+687
New +$20.3K 0.02% 140

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FOA
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AC
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EFP
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AIC
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NCM
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Wealth Enhancement Advisory Services
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CPCM
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RWP
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CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return