Mosaic Family Wealth Partners LLC Has $1.35 Million Stock Holdings in World Equity ETF $DFAW

Mosaic Family Wealth Partners LLC increased its position in shares of World Equity ETF (NYSEARCA:DFAW) by 9.2% during the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 20,142 shares of the company’s stock after buying an additional 1,705 shares during the quarter. Mosaic Family Wealth Partners LLC’s holdings in World Equity ETF were worth $1,351,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in DFAW. LRI Investments LLC acquired a new stake in World Equity ETF in the second quarter valued at approximately $28,000. Curio Wealth LLC raised its position in shares of World Equity ETF by 44,133.3% during the second quarter. Curio Wealth LLC now owns 1,327 shares of the company’s stock worth $89,000 after purchasing an additional 1,324 shares during the period. Cary Street Partners Financial LLC bought a new position in shares of World Equity ETF in the 1st quarter worth $456,000. Nemes Rush Group LLC grew its position in World Equity ETF by 81.8% in the 1st quarter. Nemes Rush Group LLC now owns 7,792 shares of the company’s stock valued at $477,000 after purchasing an additional 3,505 shares during the period. Finally, EverSource Wealth Advisors LLC grew its position in World Equity ETF by 10.0% in the 1st quarter. EverSource Wealth Advisors LLC now owns 8,151 shares of the company’s stock valued at $500,000 after purchasing an additional 739 shares during the period.

World Equity ETF Trading Down 0.1%

DFAW opened at $72.32 on Monday. World Equity ETF has a 1-year low of $53.31 and a 1-year high of $74.90. The company has a market cap of $918.46 million, a price-to-earnings ratio of 19.16 and a beta of 0.94. The company’s fifty day moving average price is $72.00 and its two-hundred day moving average price is $68.66.

World Equity ETF Company Profile

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.