RW Investment Management
$1.0B Assets Reported
121 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFIC | DIMENSIONAL ETF TRUST | 4,234,459 | $150M | 14.6% |
| VTI | VANGUARD INDEX FDS | 466,024 | $150M | 14.5% |
| BSV | VANGUARD BD INDEX FDS | 1,337,847 | $105M | 10.2% |
| VCSH | VANGUARD SCOTTSDALE FDS | 1,274,824 | $101M | 9.8% |
| AVUV | AMERICAN CENTY ETF TR | 914,627 | $101M | 9.8% |
| DUHP | DIMENSIONAL ETF TRUST | 2,588,182 | $95M | 9.2% |
| DFEM | DIMENSIONAL ETF TRUST | 1,972,853 | $68M | 6.6% |
| DFCF | DIMENSIONAL ETF TRUST | 1,241,844 | $52M | 5.1% |
| DFAT | DIMENSIONAL ETF TRUST | 762,703 | $48M | 4.6% |
| DFUV | DIMENSIONAL ETF TRUST | 587,440 | $28M | 2.8% |
Track RW Investment Management's 13F portfolio: $1.0B in reported holdings, 121 positions. Top holdings, AUM, and quarterly changes on SentiSense.