Strategic Investment Solutions Inc. IL grew its stake in World Equity ETF (NYSEARCA:DFAW – Free Report) by 18.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 282,555 shares of the company’s stock after acquiring an additional 43,689 shares during the period. World Equity ETF accounts for 5.0% of Strategic Investment Solutions Inc. IL’s holdings, making the stock its 2nd biggest holding. Strategic Investment Solutions Inc. IL owned about 1.96% of World Equity ETF worth $20,972,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other institutional investors have also recently made changes to their positions in the company. LRI Investments LLC raised its holdings in World Equity ETF by 9.9% in the fourth quarter. LRI Investments LLC now owns 2,462 shares of the company’s stock worth $182,000 after purchasing an additional 222 shares in the last quarter. Coston McIsaac & Partners lifted its position in shares of World Equity ETF by 11.2% during the fourth quarter. Coston McIsaac & Partners now owns 2,997 shares of the company’s stock valued at $221,000 after buying an additional 302 shares during the last quarter. EverSource Wealth Advisors LLC boosted its stake in World Equity ETF by 4.0% in the fourth quarter. EverSource Wealth Advisors LLC now owns 8,497 shares of the company’s stock valued at $629,000 after acquiring an additional 328 shares in the last quarter. Nemes Rush Group LLC boosted its position in shares of World Equity ETF by 3.5% in the 4th quarter. Nemes Rush Group LLC now owns 12,277 shares of the company’s stock worth $908,000 after purchasing an additional 412 shares in the last quarter. Finally, Mosaic Family Wealth Partners LLC grew its stake in shares of World Equity ETF by 2.4% during the fourth quarter. Mosaic Family Wealth Partners LLC now owns 21,773 shares of the company’s stock worth $1,611,000 after acquiring an additional 516 shares during the last quarter.
World Equity ETF Price Performance
Shares of DFAW opened at $83.30 on Friday. The company’s fifty day moving average price is $81.02 and its 200-day moving average price is $77.45. The firm has a market capitalization of $1.36 billion, a PE ratio of 19.16 and a beta of 0.90. World Equity ETF has a 1-year low of $64.74 and a 1-year high of $84.49.
World Equity ETF Profile
The Dimensional World Equity ETF (DFAW) is an exchange-traded fund that mostly invests in total market equity. The fund is an actively managed fund of funds that invests in a broad portfolio of stocks across all market capitalizations globally. The funds objective is to provide long-term capital appreciation DFAW was launched on Sep 26, 2023 and is issued by Dimensional.
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