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Melissa Jenkins

Rw Investment Management Llc

Assets Managed
$1.033B
Holdings
113
Last Quarter
2026 - Q1
Filed Date
1mo 2d ago
Growth Rate
6.5%(2Q avg: 7.31%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Rw Investment Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 113 positions.

Assets under management

The assets under management (AUM) of Rw Investment Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.033B in assets, with a quarterly growth rate of 6.5% and a 2-quarter average growth rate of 7.31%. The portfolio is managed by Melissa Jenkins, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFIC
Dimensional International Co
Recent Activity
Decreased -2.54%
14.57%
$150.45M
4.234M shares@ $35.53 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 0.93%
14.47%
$149.505M
466,024 shares@ $320.81 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 6.83%
10.16%
$104.901M
1.338M shares@ $78.42 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 8.22%
9.79%
$101.055M
1.275M shares@ $79.27 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 6.28%
9.78%
$101.039M
914,627 shares@ $110.48 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Increased 6.03%
9.21%
$95.142M
2.588M shares@ $36.76 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Increased 0.45%
6.6%
$68.162M
1.973M shares@ $34.56 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 6.88%
5.08%
$52.431M
1.242M shares@ $42.22 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Decreased -4.5%
4.61%
$47.631M
762,703 shares@ $62.45 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Decreased -4.57%
2.76%
$28.467M
587,440 shares@ $48.46 avg price

1-10 of 113