Institutional Fund
Sensible Money, LLC
Scottsdale, AZCIK 19652295 filings on record
Portfolio Value
$328.72M
Q1 2026
Holdings
86
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+5.0%
from $313.14M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust26.1%
- Dimensional ETF Trust20.3%
- Dimensional ETF Trust8.3%
- Dimensional ETF Trust7.9%
- Dimensional ETF Trust7.8%
- Dimensional ETF Trust7.6%
- Other22.0%
Portfolio Holdings
86 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 2.21M | $85.90M | 26.1% | +180.0K | Added |
| 2 | Dimensional ETF Trust | 1.07M | $66.72M | 20.3% | +47.4K | Added |
| 3 | Dimensional ETF Trust | 758.8K | $27.15M | 8.3% | +27.9K | Added |
| 4 | Dimensional ETF Trust | 752.7K | $26.01M | 7.9% | +28.6K | Added |
| 5 | Dimensional ETF Trust | 724.1K | $25.73M | 7.8% | +73.2K | Added |
| 6 | Dimensional ETF Trust | 733.4K | $24.91M | 7.6% | −34.8K | Reduced |
| 7 | Dimensional ETF Trust | 312.9K | $12.34M | 3.8% | −4.0K | Reduced |
| 8 | Apple Inc | 15.3K | $3.88M | 1.2% | −15.0K | Reduced |
| 9 | Schwab Strategic Tr | 127.3K | $3.70M | 1.1% | −402 | Reduced |
| 10 | Schwab Strategic Tr | 84.8K | $3.24M | 1.0% | −3.8K | Reduced |
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