Sign In
test

Dana Anspach

Sensible Money, Llc

Assets Managed
$328.716M
Holdings
86
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
4.98%(2Q avg: 5.71%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Sensible Money, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 86 positions.

Assets under management

The assets under management (AUM) of Sensible Money, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 328.716M in assets, with a quarterly growth rate of 4.98% and a 2-quarter average growth rate of 5.71%. The portfolio is managed by Dana Anspach, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 8.87%
26.14%
$85.899M
2.21M shares@ $38.86 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Increased 4.65%
20.3%
$66.718M
1.068M shares@ $62.46 avg price
DFEV
Dimensional Emerging Markets
Recent Activity
Increased 3.83%
8.26%
$27.151M
758,832 shares@ $35.78 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Increased 3.96%
7.92%
$26.007M
752,742 shares@ $34.56 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 11.24%
7.83%
$25.727M
724,079 shares@ $35.53 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Decreased -4.52%
7.58%
$24.913M
733,377 shares@ $33.98 avg price
DISV
Dimensional International Sm
Recent Activity
Decreased -1.26%
3.76%
$12.342M
312,922 shares@ $39.44 avg price
AAPL
Apple Inc
Recent Activity
Decreased -49.49%
1.19%
$3.88M
15,289 shares@ $253.79 avg price
SCHA
Schwab Us Small-cap Etf
Recent Activity
Decreased -0.31%
1.13%
$3.702M
127,320 shares@ $29.08 avg price
FNDE
Schwab Fndmntl Em Mrk Eq Etf
Recent Activity
Decreased -4.24%
0.99%
$3.245M
84,808 shares@ $38.26 avg price

1-10 of 86