§ 13F · FUND PROFILE
RW Investment Management LLC.
AUM · $1.1B (13F)Positions · 122Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 461K | $171M | 15.0% | −1% |
| 2 | DFIC | DIMENSIONAL ETF TRUST | 4.22M | $157M | 13.8% | ±0% |
| 3 | AVUV | AMERICAN CENTY ETF TR | 902K | $113M | 9.9% | −1% |
| 4 | DUHP | DIMENSIONAL ETF TRUST | 2.64M | $110M | 9.7% | +2% |
| 5 | BSV | VANGUARD BD INDEX FDS | 1.40M | $109M | 9.6% | +4% |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | 1.32M | $105M | 9.2% | +4% |
| 7 | DFEM | DIMENSIONAL ETF TRUST | 1.95M | $79M | 7.0% | −1% |
| 8 | DFCF | DIMENSIONAL ETF TRUST | 1.26M | $53M | 4.7% | +1% |
| 9 | DFAT | DIMENSIONAL ETF TRUST | 742K | $52M | 4.6% | −3% |
| 10 | DFUV | DIMENSIONAL ETF TRUST | 576K | $32M | 2.8% | −2% |
§ 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 $1.1 billion in assets. The fund runs a portfolio of 122 positions.
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