SM

Sensible Money, LLC

13F
Sensible Money, LLC
Last update 2025-01-29 81 Stocks (1 new)
Value $228.00 Mil Turnover 4 %
Countries:
Top Holdings: DFAC(26.14%)DFAT(19.33%)DFAX(9.45%)DFEV(6.87%)DFEM(6.65%)
Summary Stock Picks Current Portfolio
Sensible Money, LLC Top Holdings of 2024-12-31 View Full List
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
1,724,030
59,634.2
+1.71%
26.140
+0.44%
0.180
-7.32%
-4.42%
31,446.3
 
DFAT 		Dimensional U.S. Targeted Value ETF
792,038
44,084.9
+5.76%
19.330
+1.05%
0.410
-11.86%
-9.20%
9,914.9
 
DFAX 		Dimensional World ex U.S. Core Equity 2 ETF
866,633
21,544.5
-1.65%
9.450
-0.17%
0.300
+7.33%
+10.18%
7,976.5
 
DFEV 		Dimensional Emerging Markets Value ETF
597,435
15,658.8
+2.57%
6.870
+0.17%
1.730
+4.12%
+5.00%
954.9
 
DFEM 		Dimensional Emerging Markets Core Equity 2 ETF
579,030
15,164.8
+7.20%
6.650
+0.45%
0.330
+4.31%
+4.43%
4,961.3
 
DISV 		Dimensional International Small Cap Value ETF
333,454
8,859.9
+8.22%
3.880
+0.29%
0.400
+10.86%
+14.49%
2,851.9
 
DFIC 		Dimensional International Core Equity 2 ETF
332,657
8,597.5
+18.77%
3.770
+0.60%
0.120
+8.92%
+12.96%
8,730.7
 
AAPL 		Apple Inc
32,005
8,014.6
-0.66%
3.510
-0.02%
0.000
-12.89%
-17.91%
3,067,071.9
Hardware
SCHA 		Schwab U.S. Small-Cap ETF
118,271
3,058.5
+98.92%
1.340
+0.67%
0.020
-11.94%
-9.05%
16,172.4
 
FNDE 		Schwab Fundamental Emerging Markets Equity ETF
89,459
2,598.8
-0.19%
1.140
0%
0.040
+4.50%
+6.37%
6,550.8
 

Sensible Money, LLC's Historical Top Holdings Breakdowns

Sensible Money, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFAT 		Dimensional U.S. Targeted Value ETF2024-12-31Add
+1.05%
●
54.54 ($57.25) 61.04
$50.54
-11.72%
Add 5.76%
792,038
43,161
SCHA 		Schwab U.S. Small-Cap ETF2024-12-31Add
+0.67%
●
25.24 ($26.63) 28.32
$23.52
-11.68%
Add 98.92%
118,271
58,815
DFIC 		Dimensional International Core Equity 2 ETF2024-12-31Add
+0.60%
●
25.61 ($26.8) 27.9
$29.19
8.92%
Add 18.77%
332,657
52,565
DFEM 		Dimensional Emerging Markets Core Equity 2 ETF2024-12-31Add
+0.45%
●
26.16 ($27.16) 28.82
$27.35
0.70%
Add 7.2%
579,030
38,901
DFAC 		Dimensional U.S. Core Equity 2 ETF2024-12-31Add
+0.44%
●
33.92 ($35.24) 36.6
$33.06
-6.19%
Add 1.71%
1,724,030
28,902
BSCO 		Invesco BulletShares 2024 Corporate Bond ETF2024-12-31Sold Out
-0.39%
●
21.09 ($21.13) 21.17
$21.12
-0.05%
Sold Out
0
-42,012
DISV 		Dimensional International Small Cap Value ETF2024-12-31Add
+0.29%
●
26.18 ($27.42) 28.77
$30.42
10.94%
Add 8.22%
333,454
25,332
DFEV 		Dimensional Emerging Markets Value ETF2024-12-31Add
+0.17%
●
26.16 ($27.4) 29.13
$27.52
0.44%
Add 2.57%
597,435
14,949
DFAX 		Dimensional World ex U.S. Core Equity 2 ETF2024-12-31Reduce
-0.17%
●
24.76 ($25.85) 27.04
$27.39
5.96%
Reduce -1.65%
866,633
-14,560
FTAI 		FTAI Aviation Ltd2024-12-31New Buy
+0.09%
●
126.51 ($147.68) 174.96
$89.95
-39.09%
New holding
1,498
1,498

Sensible Money, LLC Total Holding History ($B)

To

Sensible Money, LLC's Asset Allocation

To

Sensible Money, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Sensible Money, LLC's Hypothetical Growth since 2024-12-31

Sensible Money, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Sensible Money, LLC's Holdings Heat Map

Size field:

Sensible Money, LLC's Holdings Bubble Chart

Sensible Money, LLC News

  • 1

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