SRCM
DFSU

Signature Resources Capital Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Signature Resources Capital Management’s Portfolio DFSU Stock Details DFSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$854K Buy
18,313
+258
+1% +$11.7K 0.34% 31
2026
Q1 		$742K Buy
18,055
+170
+1% +$7.35K 0.35% 29
2025
Q4 		$777K Buy
17,885
+3,200
+22% +$137K 0.39% 29
2025
Q3 		$624K Buy
14,685
+11,873
+422% +$486K 0.34% 31
2025
Q2 		$110K Buy
2,812
+173
+7% +$6.31K 0.07% 79
2025
Q1 		$94.5K Buy
2,639
+1,500
+132% +$57K 0.08% 77
2024
Q4 		$43.2K Buy
1,139
+30
+3% +$1.15K 0.04% 100
2024
Q3 		$41.2K Buy
1,109
+7
+0.6% +$250 0.04% 101
2024
Q2 		$38.4K Buy
1,102
+655
+147% +$22.2K 0.03% 108
2024
Q1 		$13.9K Hold
447
– – 0.01% 172
2023
Q4 		$13.9K Buy
+447
New +$12.9K 0.01% 174

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AC
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NCM
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EFP
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CPCM
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EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
LAMC
Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return