§ 13F · FUND PROFILE
RW Investment Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $970.3T (13F)Positions · 118Turnover · — · Q3Filed · Nov 14, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED NOV 14, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 462K | $151.5T | 15.6% | — |
| 2 | DFIC | DIMENSIONAL ETF TRUST | 4.34M | $142.5T | 14.7% | — |
| 3 | BSV | VANGUARD BD INDEX FDS | 1.25M | $98.8T | 10.2% | — |
| 4 | VCSH | VANGUARD SCOTTSDALE FDS | 1.18M | $94.2T | 9.7% | — |
| 5 | DUHP | DIMENSIONAL ETF TRUST | 2.44M | $92.2T | 9.5% | — |
| 6 | AVUV | AMERICAN CENTY ETF TR | 860K | $85.6T | 8.8% | — |
| 7 | DFEM | DIMENSIONAL ETF TRUST | 1.96M | $63.0T | 6.5% | — |
| 8 | DFCF | DIMENSIONAL ETF TRUST | 1.16M | $49.7T | 5.1% | — |
| 9 | DFAT | DIMENSIONAL ETF TRUST | 799K | $46.5T | 4.8% | — |
| 10 | DFUV | DIMENSIONAL ETF TRUST | 616K | $27.5T | 2.8% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RW SIGNAL
AC read
RW Investment Management LLC is a Other fund managing $970254.5 trillion in assets. The fund runs a portfolio of 118 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed