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World Equity ETF (DFAW) Institutional Ownership

$83.83 +0.47 (+0.56%)
Closing price 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)
24
Total
Institutional Inflows
(last 12 months)
$43.15M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$2.31M
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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
10/8/2026Farther Finance Advisors LLC390,407$32.13M0.2%+6.5%1.942%
8/23/2026Chico Wealth RIA12,663$1.05M0.5%+10.1%0.066%
8/23/2026Red Lighthouse Investment Management LLC2,496$207K0.1%N/A0.013%
8/22/2026Markowski Investments1,738$144K0.0%N/A0.009%
8/12/2026C M Bidwell & Associates Ltd.2,966$246K0.1%N/A0.016%
7/8/2026Strategic Investment Solutions Inc. IL253,320$20.98M4.8%-9.8%1.392%
5/19/2026McIlrath & Eck LLC1,770$131K0.0%+103.0%0.011%
5/14/2026Monograph Wealth Advisors LLC26,536$1.96M0.2%+10.7%0.163%
5/4/2026Tradewinds LLC.2,560$205K0.1%N/A0.016%
4/30/2026Mosaic Family Wealth Partners LLC23,981$1.77M0.2%+10.1%0.148%
4/27/2026USAdvisors Wealth Management LLC2,792$200K0.1%N/A0.017%
4/24/2026Root Financial Partners LLC6,423$474K0.0%+2.6%0.040%
4/23/2026Coston McIsaac & Partners2,871$211K0.0%-4.2%0.018%
4/21/2026Foster & Motley Inc.3,700$273K0.0%+4.8%0.023%
2/27/2026Strategic Investment Solutions Inc. IL282,555$20.97M5.0%+18.3%1.962%
2/13/2026Mosaic Family Wealth Partners LLC21,773$1.61M0.2%+2.4%0.151%
2/13/2026Monograph Wealth Advisors LLC23,972$1.77M0.2%+58.3%0.166%
2/11/2026JPMorgan Chase & Co.135,397$10.02M0.0%+18.7%0.940%
2/11/2026Nemes Rush Group LLC12,277$908K0.1%+3.5%0.085%
2/10/2026Chico Wealth RIA4,303$318K0.2%+19.8%0.030%
2/9/2026Cary Street Partners Financial LLC15,080$1.12M0.0%+10.7%0.105%
2/6/2026EverSource Wealth Advisors LLC8,497$629K0.0%+4.0%0.059%
2/5/2026Catawba River Capital3,529$261K0.1%N/A0.025%
2/4/2026LRI Investments LLC2,462$182K0.0%+9.9%0.017%
2/3/2026Coston McIsaac & Partners2,997$221K0.1%+11.2%0.021%
1/27/2026Vestia Personal Wealth Advisors26,873$2.04M1.0%+25.8%0.189%
1/26/2026Frankly Finances LLC2,267$168K0.1%N/A0.016%
1/23/2026Farther Finance Advisors LLC348,314$25.77M0.3%+26,611.2%2.470%
1/15/2026Foster & Motley Inc.3,530$261K0.0%N/A0.025%
1/1/2026JPMorgan Chase & Co.114,030$8.19M0.0%+39.5%0.898%
12/3/2025Strategic Investment Solutions Inc. IL238,866$17.17M4.5%+8.5%1.881%
11/14/2025Monograph Wealth Advisors LLC15,142$1.09M0.1%+3.9%0.119%
11/13/2025Nemes Rush Group LLC11,865$853K0.1%+5.2%0.093%
11/12/2025Mosaic Family Wealth Partners LLC21,257$1.52M0.2%+5.5%0.167%
11/10/2025Cary Street Partners Financial LLC13,626$979K0.0%+23.3%0.107%
11/7/2025JPMorgan Chase & Co.114,030$8.19M0.0%+39.5%0.898%
11/3/2025Cloud Capital Management LLC760$54K0.0%N/A0.006%
11/3/2025LRI Investments LLC2,240$161K0.0%+435.9%0.018%
10/30/2025BIP Wealth LLC8,493$610K0.0%N/A0.067%
10/29/2025Root Financial Partners LLC6,261$450K0.0%-6.4%0.050%
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10/15/2025Vestia Personal Wealth Advisors21,367$1.54M0.8%+16.1%0.171%
8/15/2025Monograph Wealth Advisors LLC14,579$978K0.1%+15.7%0.125%
8/14/2025Cary Street Partners Financial LLC11,054$741K0.0%+48.4%0.094%
8/12/2025Nemes Rush Group LLC11,274$756K0.1%+44.7%0.096%
8/12/2025JPMorgan Chase & Co.81,717$5.48M0.0%+100,785.2%0.698%
8/11/2025Mosaic Family Wealth Partners LLC20,142$1.35M0.2%+9.2%0.173%
7/31/2025Curio Wealth LLC1,327$89K0.0%+44,133.3%0.011%
7/25/2025LRI Investments LLC418$28K0.0%N/A0.004%
7/16/2025Vestia Personal Wealth Advisors18,398$1.23M0.8%+55.7%0.160%
7/16/2025Strategic Investment Solutions Inc. IL220,243$14.82M4.5%-32.6%1.911%
7/11/2025Farther Finance Advisors LLC1,366$92K0.0%-20.1%0.012%
5/13/2025EverSource Wealth Advisors LLC8,151$500K0.0%+10.0%0.075%
5/9/2025Cary Street Partners Financial LLC7,447$456K0.0%N/A0.068%
5/9/2025Strategic Investment Solutions Inc. IL326,905$20.04M5.8%+53.3%2.991%
5/7/2025Nemes Rush Group LLC7,792$477K0.1%+81.8%0.071%
5/2/2025Mosaic Family Wealth Partners LLC18,437$1.13M0.2%+17.0%0.169%
4/30/2025Vestia Personal Wealth Advisors11,816$724K0.5%+45.2%0.115%
4/14/2025Farther 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%
2/10/2025Farther Finance Advisors LLC1,920$120K0.0%+42.5%0.030%
2/10/2025EverSource Wealth Advisors LLC7,412$463K0.0%N/A0.116%
1/27/2025Vestia Personal Wealth Advisors8,135$508K0.4%+87.6%0.127%
1/23/2025Crews Bank & Trust1,265$79K0.0%N/A0.020%
1/23/2025Coston McIsaac & Partners2,718$169K0.1%+7.3%0.042%
11/5/2024Vestia Personal Wealth Advisors4,336$275K0.2%N/A0.068%
10/29/2024Farther 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%
10/18/2024Lam 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%


DFAW Institutional Ownership - Frequently Asked Questions

During the previous two years, 27 institutional investors and hedge funds held shares of World Equity ETF. The most heavily invested institutionals were Farther Finance Advisors LLC ($32.13M), Strategic Investment Solutions Inc. IL ($20.98M), JPMorgan Chase & Co. ($10.02M), Vestia Personal Wealth Advisors ($2.04M), Monograph Wealth Advisors LLC ($1.96M), Mosaic Family Wealth Partners LLC ($1.77M), and Cary Street Partners Financial LLC ($1.12M).Learn more on World Equity ETF's institutional investors.

Of the 27 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: Farther Finance Advisors LLC ($371.74K), Strategic Investment Solutions Inc. IL ($190.49K), JPMorgan Chase & Co. ($167.63K), Vestia Personal Wealth Advisors ($26.87K), Monograph Wealth Advisors LLC ($18.24K), Cary Street Partners Financial LLC ($15.08K), and Nemes Rush Group LLC ($12.28K).

Institutional investors have bought a total of 582,420 shares in the last 24 months. This purchase volume represents approximately $43.15M in transactions.

The following institutional investors have sold World Equity ETF stock in the last 24 months: Strategic Investment Solutions Inc. IL ($27.45K), Root Financial Partners LLC ($425.00), and Coston McIsaac & Partners ($126.00).

Institutional investors have sold a total of 27,996 shares in the last 24 months. This volume of shares sold represents approximately $2.31M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:DFAW is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/8/2026. New 13F filings are added each quarter as they're published.
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