Curio Wealth LLC Invests $93,000 in World Equity ETF (NYSEARCA:DFAW)

Curio Wealth LLC purchased a new position in shares of World Equity ETF (NYSEARCA:DFAW) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 1,490 shares of the company’s stock, valued at approximately $93,000.

Several other hedge funds also recently made changes to their positions in DFAW. EverSource Wealth Advisors LLC bought a new position in shares of World Equity ETF during the 4th quarter worth approximately $463,000. Vestia Personal Wealth Advisors boosted its holdings in shares of World Equity ETF by 87.6% in the 4th quarter. Vestia Personal Wealth Advisors now owns 8,135 shares of the company’s stock valued at $508,000 after buying an additional 3,799 shares during the last quarter. Crews Bank & Trust bought a new position in shares of World Equity ETF in the fourth quarter valued at $79,000. Farther Finance Advisors LLC increased its holdings in World Equity ETF by 42.5% during the fourth quarter. Farther Finance Advisors LLC now owns 1,920 shares of the company’s stock worth $120,000 after buying an additional 573 shares during the last quarter. Finally, Coston McIsaac & Partners raised its position in World Equity ETF by 7.3% during the fourth quarter. Coston McIsaac & Partners now owns 2,718 shares of the company’s stock worth $169,000 after acquiring an additional 184 shares in the last quarter.

World Equity ETF Price Performance

Shares of DFAW stock opened at $61.77 on Monday. The stock has a market cap of $630.05 million, a P/E ratio of 19.44 and a beta of 0.98. The company has a fifty day moving average price of $63.62 and a two-hundred day moving average price of $63.48. World Equity ETF has a one year low of $55.92 and a one year high of $66.06.

World Equity ETF 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.