RW Investment Management LLC: 13F holdings
CIK 16316272026Q2
| Positions | 115 |
|---|
| Reported value | $1.1bn |
|---|
| Filed | 2026-08-06 |
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Change since last quarter
| Positions | 115 (+2 vs prior quarter) |
|---|
| Reported value | $1.1bn (+10.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 460,902 | $170.6m | 15.0% |
| DFIC DIMENSIONAL ETF TRUST | 4,217,089 | $157.1m | 13.8% |
| AVUV AMERICAN CENTY ETF TR | 902,611 | $112.6m | 9.9% |
| DIMENSIONAL ETF TRUST | 2,644,596 | $110.4m | 9.7% |
| BSV VANGUARD BD INDEX FDS | 1,396,886 | $108.8m | 9.6% |
| VCSH VANGUARD SCOTTSDALE FDS | 1,323,784 | $104.6m | 9.2% |
| DFEM DIMENSIONAL ETF TRUST | 1,953,688 | $79.4m | 7.0% |
| DFCF DIMENSIONAL ETF TRUST | 1,256,426 | $53.0m | 4.7% |
| DIMENSIONAL ETF TRUST | 741,761 | $51.8m | 4.6% |
| YM=F DIMENSIONAL ETF TRUST | 575,717 | $31.7m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1631627")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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