Strategic Investment Solutions Inc. IL Sells 27,445 Shares of World Equity ETF $DFAW

Strategic Investment Solutions Inc. IL cut its stake in World Equity ETF (NYSEARCA:DFAW) by 9.8% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 253,320 shares of the company’s stock after selling 27,445 shares during the period. World Equity ETF accounts for 4.8% of Strategic Investment Solutions Inc. IL’s investment portfolio, making the stock its 3rd largest holding. Strategic Investment Solutions Inc. IL’s holdings in World Equity ETF were worth $20,983,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also added to or reduced their stakes in DFAW. McIlrath & Eck LLC lifted its position in shares of World Equity ETF by 103.0% in the 1st quarter. McIlrath & Eck LLC now owns 1,770 shares of the company’s stock worth $131,000 after purchasing an additional 898 shares during the period. Monograph Wealth Advisors LLC boosted its stake in shares of World Equity ETF by 10.7% in the 1st quarter. Monograph Wealth Advisors LLC now owns 26,536 shares of the company’s stock valued at $1,958,000 after purchasing an additional 2,564 shares during the last quarter. Tradewinds LLC. acquired a new stake in shares of World Equity ETF during the first quarter worth $205,000. Mosaic Family Wealth Partners LLC increased its position in shares of World Equity ETF by 10.1% during the first quarter. Mosaic Family Wealth Partners LLC now owns 23,981 shares of the company’s stock worth $1,769,000 after buying an additional 2,208 shares during the period. Finally, USAdvisors Wealth Management LLC acquired a new stake in shares of World Equity ETF during the first quarter worth $200,000.

World Equity ETF Stock Up 0.7%

Shares of NYSEARCA DFAW opened at $85.58 on Friday. The company has a market capitalization of $1.63 billion, a PE ratio of 19.16 and a beta of 0.89. World Equity ETF has a twelve month low of $68.45 and a twelve month high of $85.82. The firm has a fifty day simple moving average of $82.86 and a 200 day simple moving average of $79.54.

World Equity ETF Company 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.