Institutional Fund
Rw Investment Management LLC
Eagle, IDCIK 16316274 filings on record
Portfolio Value
$1.03B
Q1 2026
Holdings
113
Reported positions
New Buys
11
Opened this quarter
QoQ Change
+6.5%
from $970.09M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust14.6%
- Vanguard Index Fds14.5%
- Vanguard Bd Index Fds10.2%
- Vanguard Scottsdale Fds9.8%
- American Centy ETF Tr9.8%
- Dimensional ETF Trust9.2%
- Other32.0%
Portfolio Holdings
113 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 4.23M | $150.45M | 14.6% | −110.4K | Reduced |
| 2 | Vanguard Index Fds | 466.0K | $149.51M | 14.5% | +4.3K | Added |
| 3 | Vanguard Bd Index Fds | 1.34M | $104.90M | 10.2% | +85.5K | Added |
| 4 | Vanguard Scottsdale Fds | 1.27M | $101.06M | 9.8% | +96.8K | Added |
| 5 | American Centy ETF Tr | 914.6K | $101.04M | 9.8% | +54.0K | Added |
| 6 | Dimensional ETF Trust | 2.59M | $95.14M | 9.2% | +147.1K | Added |
| 7 | Dimensional ETF Trust | 1.97M | $68.16M | 6.6% | +8.7K | Added |
| 8 | Dimensional ETF Trust | 1.24M | $52.43M | 5.1% | +79.9K | Added |
| 9 | Dimensional ETF Trust | 762.7K | $47.63M | 4.6% | −36.0K | Reduced |
| 10 | Dimensional ETF Trust | 587.4K | $28.47M | 2.8% | −28.1K | Reduced |
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