Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
RW Investment Management LLC (CIK 1631627) reported $1.03B across 113 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFIC ($150.5M, 14.56%), VTI ($149.5M, 14.47%), BSV ($104.9M, 10.15%), AVUV ($101.0M, 9.78%), VCSH ($101.1M, 9.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFIC | DIMENSIONAL ETF TRUST | $150.5M | 14.56% | 4.2M | Trimmed |
| 2 | VTI | VANGUARD INDEX FDS | $149.5M | 14.47% | 466,024 | Added |
| 3 | BSV | VANGUARD BD INDEX FDS | $104.9M | 10.15% | 1.3M | Added |
| 4 | AVUV | AMERICAN CENTY ETF TR | $101.0M | 9.78% | 914,627 | Added |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | $101.1M | 9.78% | 1.3M | Added |
| 6 | DUHP | DIMENSIONAL ETF TRUST | $95.1M | 9.21% | 2.6M | Added |
| 7 | DFEM | DIMENSIONAL ETF TRUST | $68.2M | 6.60% | 2.0M | Added |
| 8 | DFCF | DIMENSIONAL ETF TRUST | $52.4M | 5.07% | 1.2M | Added |
| 9 | DFAT | DIMENSIONAL ETF TRUST | $47.6M | 4.61% | 762,703 | Trimmed |
| 10 | DFUV | DIMENSIONAL ETF TRUST | $28.5M | 2.76% | 587,440 | Trimmed |
| 11 | DFNM | DIMENSIONAL ETF TRUST | $7.9M | 0.77% | 165,862 | Added |
| 12 | VOO | VANGUARD INDEX FDS | $7.5M | 0.72% | 12,516 | Trimmed |
| 13 | VB | VANGUARD INDEX FDS | $7.4M | 0.71% | 28,076 | Trimmed |
| 14 | AAPL | APPLE INC | $6.5M | 0.63% | 25,750 | Trimmed |
| 15 | VTES | VANGUARD WELLINGTON FD | $4.9M | 0.47% | 48,277 | New |
| 16 | COST | COSTCO WHOLESALE CORPORATION | $4.8M | 0.46% | 4,816 | Added |
| 17 | ITOT | ISHARES TR | $4.6M | 0.45% | 32,544 | Added |
| 18 | MU | MICRON TECHNOLOGY INC | $4.6M | 0.44% | 13,506 | Trimmed |
| 19 | MSFT | MICROSOFT CORP | $4.4M | 0.42% | 11,795 | Trimmed |
| 20 | VO | VANGUARD INDEX FDS | $4.1M | 0.39% | 14,181 | Trimmed |
| 21 | VSDM | VANGUARD MUN BD FDS | $3.8M | 0.37% | 49,972 | New |
| 22 | DFSI | DIMENSIONAL ETF TRUST | $3.6M | 0.35% | 85,036 | Added |
| 23 | DFAX | DIMENSIONAL ETF TRUST | $3.5M | 0.34% | 103,208 | Added |
| 24 | SHM | SPDR SERIES TRUST | $3.1M | 0.30% | 65,258 | Trimmed |
| 25 | JPM | JPMORGAN CHASE & CO | $3.0M | 0.29% | 10,318 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31