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World Equity ETF (DFAW) Institutional Ownership

$62.32 +1.24 (+2.03%)
Closing price 05/2/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for World Equity ETF (NYSEARCA:DFAW)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$18.31M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$2.42M
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DFAW Institutional Buying and Selling by Quarter

World Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Mosaic 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%
2/18/2025Mosaic Family Wealth Partners LLC15,761$984K0.1%-9.1%0.246%
2/18/2025Monograph Wealth Advisors LLC4,307$269K0.0%N/A0.067%
2/13/2025Strategic Investment Solutions Inc. IL213,196$12.86M4.2%-14.8%3.331%
2/12/2025Nemes Rush Group LLC4,287$268K0.0%N/A0.067%
2/10/2025Curio Wealth LLC1,490$93K0.1%N/A0.023%
2/10/2025 Farther Finance Advisors LLC1,920$120K0.0%+42.5%0.030%
2/10/2025EverSource 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%
1/23/2025Coston 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%
10/23/2024Strategic Investment Solutions Inc. IL250,204$15.88M4.8%+6.1%3.909%
10/22/2024Coston McIsaac & Partners2,534$160K0.0%+10.6%0.040%
10/18/2024 Lam Group Inc.3,541$225K0.2%+68.2%0.055%
8/30/2024Strategic Investment Solutions Inc. IL235,733$14.49M4.7%N/A3.683%
6/13/2024Mosaic Family Wealth Partners LLC10,739$635K0.1%N/A0.168%
5/4/2024Vista 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, 12 institutional investors and hedge funds held shares of World Equity ETF. The most heavily invested institutionals were Strategic Investment Solutions Inc. IL ($12.86M), Mosaic Family Wealth Partners LLC ($1.13M), Vestia Personal Wealth Advisors ($724K), Vista Capital Partners Inc. ($472K), EverSource Wealth Advisors LLC ($463K), Monograph Wealth Advisors LLC ($269K), and Nemes Rush Group LLC ($268K).Learn more on DFAW's institutional investors.

Which institutional investors have been buying World Equity ETF stock?

Of the 12 institutional investors that purchased World Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Strategic Investment Solutions Inc. IL ($250.20K), Mosaic Family Wealth Partners LLC ($13.42K), Vestia Personal Wealth Advisors ($11.82K), Vista Capital Partners Inc. ($7.99K), EverSource Wealth Advisors LLC ($7.41K), Monograph Wealth Advisors LLC ($4.31K), and Nemes Rush Group LLC ($4.29K).

How much institutional buying is happening at World Equity ETF?

Institutional investors have bought a total of 304,916 shares in the last 24 months. This purchase volume represents approximately $18.31M in transactions.

Which World Equity ETF 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 ($37.01K), Mosaic Family Wealth Partners LLC ($1.59K), and Farther Finance Advisors LLC ($210.00).

How much institutional selling is happening at World Equity ETF?

Institutional investors have sold a total of 38,805 shares in the last 24 months. This volume of shares sold represents approximately $2.42M in transactions.



This page (NYSEARCA:DFAW) was last updated on 5/3/2025 by MarketBeat.com Staff
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