§ 13F · FUND PROFILE
RW Investment Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $970M (13F)Positions · 118Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.0B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFIC | DIMENSIONAL ETF TRUST | 4.23M | $150M | 14.6% | NEW |
| 2 | VTI | VANGUARD INDEX FDS | 466K | $150M | 14.5% | NEW |
| 3 | BSV | VANGUARD BD INDEX FDS | 1.34M | $105M | 10.2% | NEW |
| 4 | VCSH | VANGUARD SCOTTSDALE FDS | 1.27M | $101M | 9.8% | NEW |
| 5 | AVUV | AMERICAN CENTY ETF TR | 914K | $101M | 9.8% | NEW |
| 6 | DUHP | DIMENSIONAL ETF TRUST | 2.59M | $95M | 9.2% | NEW |
| 7 | DFEM | DIMENSIONAL ETF TRUST | 1.97M | $68M | 6.6% | NEW |
| 8 | DFCF | DIMENSIONAL ETF TRUST | 1.24M | $52M | 5.1% | NEW |
| 9 | DFAT | DIMENSIONAL ETF TRUST | 763K | $48M | 4.6% | NEW |
| 10 | DFUV | DIMENSIONAL ETF TRUST | 587K | $28M | 2.8% | NEW |
§ 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 $970 million in assets. The fund runs a portfolio of 118 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed