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

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

Other large investors have also recently modified their holdings of the company. Crews Bank & Trust bought a new position in shares of World Equity ETF during the fourth quarter valued at $79,000. Farther Finance Advisors LLC raised its stake in shares of World Equity ETF by 42.5% during the fourth quarter. Farther Finance Advisors LLC now owns 1,920 shares of the company’s stock valued at $120,000 after acquiring an additional 573 shares during the last quarter. Coston McIsaac & Partners raised its stake in shares of World Equity ETF by 7.3% during the fourth quarter. Coston McIsaac & Partners now owns 2,718 shares of the company’s stock valued at $169,000 after acquiring an additional 184 shares during the last quarter. EverSource Wealth Advisors LLC bought a new position in shares of World Equity ETF during the fourth quarter valued at $463,000. Finally, Vestia Personal Wealth Advisors raised its holdings in World Equity ETF by 87.6% during the 4th quarter. Vestia Personal Wealth Advisors now owns 8,135 shares of the company’s stock worth $508,000 after purchasing an additional 3,799 shares during the last quarter.

World Equity ETF Stock Performance

World Equity ETF stock opened at $61.77 on Monday. World Equity ETF has a 52-week low of $55.92 and a 52-week high of $66.06. The firm has a 50 day moving average price of $63.62 and a two-hundred day moving average price of $63.48. The firm has a market cap of $630.05 million, a price-to-earnings ratio of 19.44 and a beta of 0.98.

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.