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World Equity ETF (DFAW) Institutional Ownership

$67.78 -0.39 (-0.57%)
Closing price 07/11/2025 04:10 PM Eastern
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$67.76 -0.02 (-0.02%)
As of 07/11/2025 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)
$24.88M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$2.45M
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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
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%
10/18/2024 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, 13 institutional investors and hedge funds held shares of World Equity ETF. The most heavily invested institutionals were Strategic Investment Solutions Inc. IL ($20.04M), Mosaic Family Wealth Partners LLC ($1.13M), Vestia Personal Wealth Advisors ($724K), EverSource Wealth Advisors LLC ($500K), Nemes Rush Group LLC ($477K), Vista Capital Partners Inc. ($472K), and Cary Street Partners Financial LLC ($456K).Learn more on World Equity ETF's institutional investors.

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

Of the 13 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), Mosaic Family Wealth Partners LLC ($13.42K), Vestia Personal Wealth Advisors ($11.82K), EverSource Wealth Advisors LLC ($8.15K), Vista Capital Partners Inc. ($7.99K), Nemes Rush Group LLC ($7.79K), and Cary Street Partners Financial LLC ($7.45K).

How much institutional buying is happening at World Equity ETF?

Institutional investors have bought a total of 411,590 shares in the last 24 months. This purchase volume represents approximately $24.88M 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 ($37.01K), 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 39,149 shares in the last 24 months. This volume of shares sold represents approximately $2.45M in transactions.



This page (NYSEARCA:DFAW) was last updated on 7/12/2025 by MarketBeat.com Staff
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