Sensible Money, LLC - Portfolio overview

Sensible Money, LLC has 93 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

  1. DFAC - DIMENSIONAL ETF TRUST, 25.99%
  2. DFAT - DIMENSIONAL ETF TRUST, 20.19%
  3. DFEV - DIMENSIONAL ETF TRUST, 8.22%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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