World Equity ETF $DFAW Shares Purchased by Monograph Wealth Advisors LLC

by · The Markets Daily

Monograph Wealth Advisors LLC increased its stake in shares of World Equity ETF (NYSEARCA:DFAWFree Report) by 58.3% in the 4th quarter, HoldingsChannel reports. The firm owned 23,972 shares of the company’s stock after buying an additional 8,830 shares during the quarter. Monograph Wealth Advisors LLC’s holdings in World Equity ETF were worth $1,773,000 at the end of the most recent reporting period.

Other institutional investors have also recently modified their holdings of the company. Farther Finance Advisors LLC raised its position in shares of 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 purchasing an additional 347,010 shares during the last quarter. Strategic Investment Solutions Inc. IL raised its position in shares of World Equity ETF by 8.5% during the 3rd quarter. Strategic Investment Solutions Inc. IL now owns 238,866 shares of the company’s stock worth $17,165,000 after purchasing an additional 18,623 shares during the last quarter. JPMorgan Chase & Co. raised its position in shares of World Equity ETF by 39.5% during the 3rd quarter. JPMorgan Chase & Co. now owns 114,030 shares of the company’s stock worth $8,194,000 after purchasing an additional 32,313 shares during the last quarter. Foster & Motley Inc. acquired a new position in shares of World Equity ETF during the 4th quarter worth approximately $261,000. Finally, EverSource Wealth Advisors LLC raised its position in shares of World Equity ETF by 4.0% during the 4th quarter. EverSource Wealth Advisors LLC now owns 8,497 shares of the company’s stock worth $629,000 after purchasing an additional 328 shares during the last quarter.

World Equity ETF Stock Performance

DFAW stock opened at $82.80 on Friday. The stock has a market capitalization of $1.35 billion, a P/E ratio of 19.16 and a beta of 0.90. World Equity ETF has a one year low of $64.74 and a one year high of $84.03. The company has a 50 day moving average price of $80.32 and a two-hundred day moving average price of $77.13.

About World Equity ETF

(Free Report)

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.

Further Reading

Want to see what other hedge funds are holding DFAW? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for World Equity ETF (NYSEARCA:DFAWFree Report).