Strategic Investment Solutions Inc. IL Sells 106,662 Shares of World Equity ETF $DFAW

Strategic Investment Solutions Inc. IL lessened its holdings in World Equity ETF (NYSEARCA:DFAW) by 32.6% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 220,243 shares of the company’s stock after selling 106,662 shares during the period. World Equity ETF comprises 4.5% of Strategic Investment Solutions Inc. IL’s holdings, making the stock its 3rd biggest holding. Strategic Investment Solutions Inc. IL’s holdings in World Equity ETF were worth $14,818,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently made changes to their positions in DFAW. Mosaic Family Wealth Partners LLC grew its holdings in shares of World Equity ETF by 17.0% during the 1st quarter. Mosaic Family Wealth Partners LLC now owns 18,437 shares of the company’s stock valued at $1,130,000 after purchasing an additional 2,676 shares during the last quarter. Vestia Personal Wealth Advisors lifted its stake in World Equity ETF by 45.2% in the 1st quarter. Vestia Personal Wealth Advisors now owns 11,816 shares of the company’s stock valued at $724,000 after purchasing an additional 3,681 shares during the last quarter. EverSource Wealth Advisors LLC boosted its position in World Equity ETF by 10.0% in the first quarter. EverSource Wealth Advisors LLC now owns 8,151 shares of the company’s stock valued at $500,000 after buying an additional 739 shares in the last quarter. Nemes Rush Group LLC grew its stake in shares of World Equity ETF by 81.8% during the first quarter. Nemes Rush Group LLC now owns 7,792 shares of the company’s stock worth $477,000 after buying an additional 3,505 shares during the last quarter. Finally, Cary Street Partners Financial LLC acquired a new position in shares of World Equity ETF during the first quarter worth $456,000.

World Equity ETF Stock Down 0.5%

NYSEARCA DFAW opened at $71.05 on Friday. World Equity ETF has a twelve month low of $53.31 and a twelve month high of $72.62. The company has a market cap of $831.29 million, a price-to-earnings ratio of 19.16 and a beta of 0.98. The business’s fifty day moving average is $69.89 and its 200 day moving average is $65.41.

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.