13F Insight
DOSSIER · 13F-HR · Q1 2026

RW Investment Management LLC

$1.0B in tracked AUM across 120 positions as of Q1 2026.

RI
CIK 0001631627 · last filed Mar 31, 2026
Total AUM
$1.0B
as of Q1 2026
Holdings
120
—
positions
Whale Score
71
71
strong
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

RW Investment Management LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFIC
DIMENSIONAL ETF TRUST
$150M4.2M14.6%02
VTI
VANGUARD INDEX FDS
$150M466K14.5%03
BSV
VANGUARD BD INDEX FDS
$105M1.3M10.2%04
VCSH
VANGUARD SCOTTSDALE FDS
$101M1.3M9.8%05
AVUV
AMERICAN CENTY ETF TR
$101M915K9.8%06
DUHP
DIMENSIONAL ETF TRUST
$95M2.6M9.2%07
DFEM
DIMENSIONAL ETF TRUST
$68M2.0M6.6%08
DFCF
DIMENSIONAL ETF TRUST
$52M1.2M5.1%09
DFAT
DIMENSIONAL ETF TRUST
$48M763K4.6%10
DFUV
DIMENSIONAL ETF TRUST
$28M587K2.8%

Filing history

2026Q1Mar 31
$1.0B▲ 6.5%
120 positionsView →2025Q3Sep 30
$970M▲ 8.1%
118 positionsView →2025Q2Jun 30
$897M▲ 10.3%
120 positionsLocked2025Q1Mar 31
$814M▼ 0.9%
108 positionsLocked2024Q4Dec 31
$821M▲ 2.1%
111 positionsLocked2024Q3Sep 30
$804M▲ 8.7%
102 positionsLocked2024Q2Jun 30
$740M▲ 3.0%
97 positionsLocked2024Q1Mar 31
$718M▲ 9.5%
94 positionsLocked2023Q4Dec 31
$656M▲ 19.1%
87 positionsLocked2023Q3Sep 30
$551M▲ 14.1%
85 positionsLocked2023Q2Jun 30
$483M▲ 34.3%
89 positionsLocked2023Q1Mar 31
$359M▲ 41.4%
86 positionsLocked
Showing 12 of 13