SM
| |
Sensible Money, LLC13F | |
| Sensible Money, LLC | |
| Last update 2025-05-13 | 82 Stocks (2 new) |
| Value $233.00 Mil | Turnover 5 % |
Sensible Money, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFAC | Dimensional U.S. Core Equity 2 ETF | 1,801,981 | 59,447.3 | +4.52% | 25.470 | +1.10% | 0.190 | +18.92% | +6.57% | 35,706.4 | ||
DFAT | Dimensional U.S. Targeted Value ETF | 848,025 | 43,664.8 | +7.07% | 18.710 | +1.24% | 0.430 | +18.37% | +1.69% | 11,117.7 | ||
DFAX |
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
| 835,632 | 21,893.6 | -3.58% | 9.380 | -0.34% | 0.290 | +14.99% | +21.83% | 8,979.3 | ||
DFEV |
Dimensional Emerging Markets Value ETF
Dimensional Emerging Markets Value ETF
| 636,963 | 17,229.8 | +6.62% | 7.380 | +0.46% | 1.850 | +18.32% | +18.56% | 1,069.4 | ||
DFEM |
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
| 637,927 | 16,879.5 | +10.17% | 7.230 | +0.67% | 0.350 | +18.13% | +17.49% | 5,774.5 | ||
DFIC |
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
| 430,656 | 11,959.3 | +29.46% | 5.120 | +1.17% | 0.140 | +12.53% | +23.22% | 9,790.6 | ||
DISV |
Dimensional International Small Cap Value ETF
Dimensional International Small Cap Value ETF
| 330,628 | 9,627.9 | -0.85% | 4.130 | -0.03% | 0.350 | +15.27% | +28.73% | 3,309.0 | ||
AAPL | Apple Inc | 32,076 | 7,125.0 | +0.22% | 3.050 | +0.01% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
SCHA | Schwab U.S. Small-Cap ETF | 118,818 | 2,783.9 | +0.46% | 1.190 | +0.01% | 0.020 | +19.92% | +1.88% | 17,833.0 | ||
FNDE |
Schwab Fundamental Emerging Markets Equity ETF
Schwab Fundamental Emerging Markets Equity ETF
| 89,134 | 2,745.3 | -0.36% | 1.180 | 0% | 0.040 | +15.98% | +17.90% | 7,262.0 |
Sensible Money, LLC's Historical Top Holdings Breakdowns
Sensible Money, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DFAT | Dimensional U.S. Targeted Value ETF | 2025-03-31 | Add Add | +1.24% | 50.44 ($55.03) 58.1 | $56.17 | 2.07% | Add 7.07% | 848,025 | 55,987 | |
DFIC |
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
| 2025-03-31 | Add Add | +1.17% | 25.54 ($27.31) 28.8 | $31.31 | 14.65% | Add 29.46% | 430,656 | 97,999 | |
DFAC | Dimensional U.S. Core Equity 2 ETF | 2025-03-31 | Add Add | +1.10% | 32.42 ($34.71) 36.1 | $36.66 | 5.62% | Add 4.52% | 1,801,981 | 77,951 | |
DFEM |
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
| 2025-03-31 | Add Add | +0.67% | 25.35 ($26.59) 27.46 | $30.44 | 14.48% | Add 10.17% | 637,927 | 58,897 | |
DFEV |
Dimensional Emerging Markets Value ETF
Dimensional Emerging Markets Value ETF
| 2025-03-31 | Add Add | +0.46% | 25.44 ($26.86) 27.95 | $30.73 | 14.41% | Add 6.62% | 636,963 | 39,528 | |
DFAX |
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
| 2025-03-31 | Reduce Reduce | -0.34% | 24.45 ($25.96) 27.21 | $29.83 | 14.91% | Reduce -3.58% | 835,632 | -31,001 | |
FCX | Freeport-McMoRan Inc | 2025-03-31 | Add Add | +0.13% | 34.5 ($38.26) 43.01 | $45.80 | 19.71% | Add 16.78% | 55,975 | 8,044 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -0.11% | 551.42 ($587.78) 612.93 | $628.86 | 6.99% | Reduce -11.48% | 3,177 | -412 | |
ABBV | AbbVie Inc | 2025-03-31 | New Buy New Buy | +0.09% | 169.2 ($194.4) 216.66 | $187.11 | -3.75% | New holding | 1,020 | 1,020 | |
IBM |
International Business Machines Corp
International Business Machines Corp
| 2025-03-31 | New Buy New Buy | +0.09% | 217.4 ($244.61) 264.74 | $281.96 | 15.27% | New holding | 865 | 865 |
Sensible Money, LLC Total Holding History ($B)
Sensible Money, LLC's Asset Allocation
Sensible Money, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Sensible Money, LLC's Hypothetical Growth since 2025-03-31
Sensible Money, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Sensible Money, LLC's Holdings Heat Map
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Sensible Money, LLC's Holdings Bubble Chart
Sensible Money, LLC News
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