DOSSIER · 13F-HR · Q2 2026

Sensible Money, LLC

$377M in tracked AUM across 101 positions as of Q2 2026.

SM
CIK 0001965229 · last filed Jun 30, 2026
Total AUM
$377M
as of Q2 2026
Holdings
101
positions
Whale Score
66
66
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Sensible Money, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$99M2.2M26.1%
02
DFAT
DIMENSIONAL ETF TRUST
$76M1.1M20.2%
03
DFEV
DIMENSIONAL ETF TRUST
$32M748K8.5%
04
DFEM
DIMENSIONAL ETF TRUST
$31M751K8.1%
05
DFIC
DIMENSIONAL ETF TRUST
$28M761K7.5%
06
DFAX
DIMENSIONAL ETF TRUST
$25M675K6.6%
07
DISV
DIMENSIONAL ETF TRUST
$13M320K3.4%
08
SCHA
SCHWAB STRATEGIC TR
$5M127K1.2%
09
AAPL
APPLE INC
$4M14K1.1%
10
FNDE
SCHWAB STRATEGIC TR
$3M84K0.9%

Filing history

2026Q2Jun 30
$377M 14.7%
101 positionsView →
2026Q1Mar 31
$329M 5.0%
86 positionsView →
2025Q4Dec 31
$313M 6.4%
86 positionsView →
2025Q3Sep 30
$294M 11.5%
88 positionsView →
2025Q2Jun 30
$264M 13.0%
87 positionsLocked
2025Q1Mar 31
$233M 2.3%
83 positionsLocked
2024Q4Dec 31
$228M 0.3%
82 positionsLocked
2024Q3Sep 30
$229M 11.6%
86 positionsLocked
2024Q2Jun 30
$205M 10.3%
82 positionsLocked
2024Q1Mar 31
$186M 11.7%
82 positionsLocked
2023Q4Dec 31
$166M 17.4%
76 positionsLocked
2023Q3Sep 30
$142M 3.1%
72 positionsLocked
Showing 12 of 15