Rw Investment Management LLC Reduced Holdings in Q2 2025

Rw Investment Management LLC

  • $897 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-6K
- 7.29%
$46.77 - $47.89 $281K - $287K
76.2K $3.62B
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-5.31K
- 7.12%
$47.02 - $47.83 $250K - $254K
69.2K $3.31B
PEP
Pepsico Inc

Consumer Defensive
-297
- 9.49%
$128.02 - $151.37 $38K - $45K
2.83K $374M
TGT
Target Corp

Consumer Defensive
-117
- 3.06%
$88.76 - $105.77 $10.4K - $12.4K
3.71K $366M
BX
Blackstone Inc.

Financial Services
-750
- 8.33%
$120.07 - $151.11 $90.1K - $113K
8.25K $1.23B
PG
Procter & Gamble CO

Consumer Defensive
-14
- 0.83%
$157.66 - $172.39 $2.21K - $2.41K
1.67K $266M
EW
Edwards Lifesciences Corp

Healthcare
-368
- 8.55%
$67.07 - $78.22 $24.7K - $28.8K
3.94K $308M
ADBE
Adobe Inc.

Technology
-8
- 0.91%
$340.0 - $420.68 $2.72K - $3.37K
869 $336M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2
- 0.01%
$72.02 - $73.82 $144 - $148
39.3K $2.89B
MCK
Mckesson Corp

Healthcare
-7
- 1.49%
$652.83 - $732.78 $4.57K - $5.13K
463 $339M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-4.06K
- 0.38%
$41.1 - $42.37 $167K - $172K
1.08M $45.4B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-35
- 3.67%
$416.06 - $551.64 $14.6K - $19.3K
919 $507M
SPY
Spdr S&P 500 ETF Trust

ETFs
-21
- 1.56%
$496.48 - $617.85 $10.4K - $13K
1.32K $816M
MPC
Marathon Petroleum Corp

Energy
-62
- 1.53%
$118.55 - $170.08 $7.35K - $10.5K
3.98K $662M
AMAT
Applied Materials Inc

Technology
-26
- 1.14%
$126.95 - $183.52 $3.3K - $4.77K
2.25K $412M
SCHW
Schwab Charles Corp

Financial Services
-50
- 0.7%
$69.06 - $91.24 $3.45K - $4.56K
7.12K $650M
FCX
Freeport Mcmoran Inc

Basic Materials
-200
- 0.92%
$29.15 - $44.46 $5.83K - $8.89K
21.6K $937M
VO
Vanguard Mid Cap ETF

ETFs
-239
- 1.42%
$228.54 - $279.83 $54.6K - $66.9K
16.5K $4.63B
DFSI
Dimensional ETF Tr Dimen Intl
-300
- 0.37%
N/A
81.5K $3.21B
VB
Vanguard Small Cap ETF

ETFs
-187
- 0.54%
$193.73 - $237.37 $36.2K - $44.4K
34.6K $8.2B
ORCL
Oracle Corp

Technology
-509
- 6.3%
$122.82 - $218.63 $62.5K - $111K
7.57K $1.65B
MU
Micron Technology Inc

Technology
-47
- 0.31%
$64.72 - $127.91 $3.04K - $6.01K
15.3K $1.89B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-3.8K
- 0.32%
$36.25 - $42.28 $138K - $161K
1.2M $50.5B
DFAT
Dimensional ETF Tr U S Target

ETFs
-10.5K
- 0.64%
$44.8 - $53.97 $472K - $569K
1.65M $88.9B
DFIC
Dimensional ETF Tr Dimensional

ETFs
-36K
- 0.76%
$24.94 - $31.15 $897K - $1.12M
4.71M $146B
Activity Summary
Buys All Purchases 54 New Holdings 11 Increased Positions 43 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Rw Investment Management LLC Portfolio

Follow Rw Investment Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rw Investment Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rw Investment Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email