RW Investment Management
$1.1B 13F equity value
119 Holdings
Quarter ended June 30, 2026
The latest 13F on file for RW Investment Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 460,902 | $171M | 15.0% |
| DFIC | DIMENSIONAL ETF TRUST | 4,217,089 | $157M | 13.8% |
| AVUV | AMERICAN CENTY ETF TR | 902,611 | $113M | 9.9% |
| DUHP | DIMENSIONAL ETF TRUST | 2,644,596 | $110M | 9.7% |
| BSV | VANGUARD BD INDEX FDS | 1,396,886 | $109M | 9.6% |
| VCSH | VANGUARD SCOTTSDALE FDS | 1,323,784 | $105M | 9.2% |
| DFEM | DIMENSIONAL ETF TRUST | 1,953,688 | $79M | 7.0% |
| DFCF | DIMENSIONAL ETF TRUST | 1,256,426 | $53M | 4.7% |
| DFAT | DIMENSIONAL ETF TRUST | 741,761 | $52M | 4.6% |
| DFUV | DIMENSIONAL ETF TRUST | 575,717 | $32M | 2.8% |
Track RW Investment Management's 13F portfolio: $1.1B in reported holdings, 119 positions. Top holdings and quarterly changes on SentiSense.
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