RW Investment Management LLC ETF holdings
Eagle, ID
Reported $1.1B in 41 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.1B
ETFs held
41
Change from prior quarter
+9.3%
With price moves
ETFs as a share of its 13F
92.9%
of $1.1B
Top 10 of 41 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VTI | Vanguard Morningstar Total Stock Market ETF | $170.6M | 460,902 | −5,122 shares |
| DFIC | Dimensional International Core Equity 2 ETF | $157.1M | 4,217,089 | −17,370 shares |
| AVUV | Avantis US Small Cap Value ETF | $112.6M | 902,611 | −12,016 shares |
| DUHP | Dimensional US High Profitability ETF | $110.4M | 2,644,596 | +56,414 shares |
| BSV | Vanguard Short-Term Bond ETF | $108.8M | 1,396,886 | +59,039 shares |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $104.6M | 1,323,784 | +48,960 shares |
| DFEM | Dimensional Emerging Markets Core Equity 2 ETF | $79.4M | 1,953,688 | −19,165 shares |
| DFCF | Dimensional Core Fixed Income ETF | $53.0M | 1,256,426 | +14,582 shares |
| DFAT | Dimensional U.S. Targeted Value ETF | $51.8M | 741,761 | −20,942 shares |
| DFUV | Dimensional US Marketwide Value ETF | $31.7M | 575,717 | −11,723 shares |
31 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001631627. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does RW Investment Management LLC own?
RW Investment Management LLC reported 41 ETF positions worth $1.1B in its Form 13F for June 30, 2026. The largest was VTI, at $170.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.