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World Equity ETF (DFAW) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for World Equity ETF (NYSEARCA:DFAW)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$31.64M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$9.60M
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DFAW Institutional Buying and Selling by Quarter

World Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Monograph Wealth Advisors LLC14,579$978K0.1%+15.7%0.125%
8/14/2025 Cary Street Partners Financial LLC11,054$741K0.0%+48.4%0.094%
8/12/2025 Nemes Rush Group LLC11,274$756K0.1%+44.7%0.096%
8/12/2025 JPMorgan Chase & Co.81,717$5.48M0.0%+100,785.2%0.698%
8/11/2025 Mosaic Family Wealth Partners LLC20,142$1.35M0.2%+9.2%0.173%
7/31/2025 Curio Wealth LLC1,327$89K0.0%+44,133.3%0.011%
7/25/2025 LRI Investments LLC418$28K0.0%N/A0.004%
7/16/2025 Vestia Personal Wealth Advisors18,398$1.23M0.8%+55.7%0.160%
7/16/2025 Strategic Investment Solutions Inc. IL220,243$14.82M4.5%-32.6%1.911%
7/11/2025 Farther Finance Advisors LLC1,366$92K0.0%-20.1%0.012%
5/13/2025 EverSource Wealth Advisors LLC8,151$500K0.0%+10.0%0.075%
5/9/2025 Cary Street Partners Financial LLC7,447$456K0.0%N/A0.068%
5/9/2025 Strategic Investment Solutions Inc. IL326,905$20.04M5.8%+53.3%2.991%
5/7/2025 Nemes Rush Group LLC7,792$477K0.1%+81.8%0.071%
5/2/2025 Mosaic Family Wealth Partners LLC18,437$1.13M0.2%+17.0%0.169%
4/30/2025 Vestia Personal Wealth Advisors11,816$724K0.5%+45.2%0.115%
4/14/2025 Farther Finance Advisors LLC1,710$105K0.0%-10.9%0.017%
2/18/2025 Mosaic Family Wealth Partners LLC15,761$984K0.1%-9.1%0.246%
2/18/2025 Monograph Wealth Advisors LLC4,307$269K0.0%N/A0.067%
2/13/2025 Strategic Investment Solutions Inc. IL213,196$12.86M4.2%-14.8%3.331%
2/12/2025 Nemes Rush Group LLC4,287$268K0.0%N/A0.067%
2/10/2025 Curio Wealth LLC1,490$93K0.1%N/A0.023%
2/10/2025 Farther Finance Advisors LLC1,920$120K0.0%+42.5%0.030%
2/10/2025 EverSource Wealth Advisors LLC7,412$463K0.0%N/A0.116%
1/27/2025 Vestia Personal Wealth Advisors8,135$508K0.4%+87.6%0.127%
1/23/2025 Crews Bank & Trust1,265$79K0.0%N/A0.020%
1/23/2025 Coston McIsaac & Partners2,718$169K0.1%+7.3%0.042%
11/5/2024 Vestia Personal Wealth Advisors4,336$275K0.2%N/A0.068%
10/29/2024 Farther Finance Advisors LLC1,347$85K0.0%+28.3%0.021%
10/23/2024 Strategic Investment Solutions Inc. IL250,204$15.88M4.8%+6.1%3.909%
10/22/2024 Coston McIsaac & Partners2,534$160K0.0%+10.6%0.040%
10/18/2024 Lam Group Inc.3,541$225K0.2%+68.2%0.055%
8/30/2024 Strategic Investment Solutions Inc. IL235,733$14.49M4.7%N/A3.683%
6/13/2024 Mosaic Family Wealth Partners LLC10,739$635K0.1%N/A0.168%
5/4/2024 Vista Capital Partners Inc.7,987$472K0.1%N/A0.133%
(Data available from 1/1/2016 forward)

DFAW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFAW shares?

During the previous two years, 15 institutional investors and hedge funds held shares of World Equity ETF. The most heavily invested institutionals were Strategic Investment Solutions Inc. IL ($14.82M), JPMorgan Chase & Co. ($5.48M), Mosaic Family Wealth Partners LLC ($1.35M), Vestia Personal Wealth Advisors ($1.23M), Monograph Wealth Advisors LLC ($978K), Nemes Rush Group LLC ($756K), and Cary Street Partners Financial LLC ($741K).Learn more on World Equity ETF's institutional investors.

Which institutional investors have been buying World Equity ETF's stock?

Of the 15 institutional investors that purchased World Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Strategic Investment Solutions Inc. IL ($363.91K), JPMorgan Chase & Co. ($81.64K), Vestia Personal Wealth Advisors ($18.40K), Mosaic Family Wealth Partners LLC ($15.12K), Nemes Rush Group LLC ($11.27K), Cary Street Partners Financial LLC ($11.05K), and EverSource Wealth Advisors LLC ($8.15K).

How much institutional buying is happening at World Equity ETF?

Institutional investors have bought a total of 512,319 shares in the last 24 months. This purchase volume represents approximately $31.64M in transactions.

Which of World Equity ETF's major shareholders have been selling company stock?

The following institutional investors have sold World Equity ETF stock in the last 24 months: Strategic Investment Solutions Inc. IL ($143.67K), Mosaic Family Wealth Partners LLC ($1.59K), and Farther Finance Advisors LLC ($554.00).

How much institutional selling is happening at World Equity ETF?

Institutional investors have sold a total of 145,811 shares in the last 24 months. This volume of shares sold represents approximately $9.60M in transactions.


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This page (NYSEARCA:DFAW) was last updated on 8/28/2025 by MarketBeat.com Staff
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