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

Strategic Investment Solutions Inc. IL lowered its position in World Equity ETF (NYSEARCA:DFAW) by 9.8% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 253,320 shares of the company’s stock after selling 27,445 shares during the quarter. World Equity ETF accounts for approximately 4.8% of Strategic Investment Solutions Inc. IL’s investment portfolio, making the stock its 3rd largest position. Strategic Investment Solutions Inc. IL owned approximately 1.39% of World Equity ETF worth $20,983,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Farther Finance Advisors LLC boosted its position in World Equity ETF by 26,611.2% during the 4th quarter. Farther Finance Advisors LLC now owns 348,314 shares of the company’s stock worth $25,768,000 after buying an additional 347,010 shares during the period. JPMorgan Chase & Co. grew its holdings in World Equity ETF by 100,785.2% during the 2nd quarter. JPMorgan Chase & Co. now owns 81,717 shares of the company’s stock worth $5,482,000 after acquiring an additional 81,636 shares during the last quarter. Monograph Wealth Advisors LLC increased its position in World Equity ETF by 58.3% in the 4th quarter. Monograph Wealth Advisors LLC now owns 23,972 shares of the company’s stock valued at $1,773,000 after acquiring an additional 8,830 shares during the period. Vestia Personal Wealth Advisors increased its position in World Equity ETF by 25.8% in the 4th quarter. Vestia Personal Wealth Advisors now owns 26,873 shares of the company’s stock valued at $2,044,000 after acquiring an additional 5,506 shares during the period. Finally, Catawba River Capital acquired a new position in World Equity ETF in the 4th quarter valued at approximately $261,000.

World Equity ETF Stock Performance

DFAW stock opened at $85.58 on Friday. The company has a market capitalization of $1.63 billion, a P/E ratio of 19.16 and a beta of 0.89. The company has a fifty day moving average price of $82.86 and a 200-day moving average price of $79.54. World Equity ETF has a 52-week low of $68.45 and a 52-week high of $85.82.

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.