DOSSIER · 13F-HR · Q1 2026

Sensible Money, LLC

$329M in tracked AUM across 86 positions as of Q1 2026.

SM
CIK 0001965229 · last filed Mar 31, 2026
Total AUM
$329M
as of Q1 2026
Holdings
86
positions
Whale Score
61
61
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Sensible Money, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$86M2.2M26.1%
02
DFAT
DIMENSIONAL ETF TRUST
$67M1.1M20.3%
03
DFEV
DIMENSIONAL ETF TRUST
$27M759K8.3%
04
DFEM
DIMENSIONAL ETF TRUST
$26M753K7.9%
05
DFIC
DIMENSIONAL ETF TRUST
$26M724K7.8%
06
DFAX
DIMENSIONAL ETF TRUST
$25M733K7.6%
07
DISV
DIMENSIONAL ETF TRUST
$12M313K3.8%
08
AAPL
APPLE INC
$4M15K1.2%
09
SCHA
SCHWAB STRATEGIC TR
$4M127K1.1%
10
FNDE
SCHWAB STRATEGIC TR
$3M85K1.0%

Filing history

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
2023Q2Jun 30
$137M 18.7%
75 positionsLocked
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