Sensible Money Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dimensional US Targeted Value ETF
DFAT
|
+$3.55M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$3.22M |
| 3 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$2.29M |
| 4 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
+$1.29M |
| 5 |
Dimensional Emerging Markets Value ETF
DFEV
|
+$711K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$623K |
| 2 |
iShares Core 60/40 Balanced Allocation ETF
AOR
|
+$252K |
| 3 |
Vanguard Value ETF
VTV
|
+$228K |
| 4 |
Freeport-McMoran
FCX
|
+$217K |
| 5 |
Vanguard Large-Cap ETF
VV
|
+$204K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 3.52% |
| 2 | Communication Services | 0.77% |
| 3 | Materials | 0.55% |
| 4 | Financials | 0.46% |
| 5 | Consumer Discretionary | 0.27% |
Similar funds
Sensible Money's Q3 2025 Portfolio in Review
As of Q3 2025, Sensible Money held 92 positions worth $294M, up 12% from $264M the previous quarter. Its ten largest holdings account for 84% of the portfolio.
Sensible Money deployed $9.8M of net new capital in Q3 2025, opening 5 new positions and adding to 18 existing holdings. Its largest new stake was Vanguard FTSE Emerging Markets ETF: 4,041 shares worth $219K.
By sector, the portfolio is most concentrated in Technology at 3.5% of assets, up from 3.4% a quarter earlier, followed by Communication Services and Materials.
On the sell side, the largest reduction was Dimensional World ex US Core Equity 2 ETF, an estimated $623K trimmed.
- Sensible Money's largest Q3 2025 buy was Vanguard FTSE Emerging Markets ETF: 4,041 shares worth $219K.
- Sensible Money added most to Dimensional US Targeted Value ETF in Q3 2025, an estimated $3.55M increase.
- Sensible Money's biggest Q3 2025 reduction was Dimensional World ex US Core Equity 2 ETF, cutting an estimated $623K.
- Sensible Money fully exited iShares Core 60/40 Balanced Allocation ETF in Q3 2025, selling an estimated $252K.
- Sensible Money's ten largest holdings make up 84% of its $294M portfolio in Q3 2025.
- Sensible Money opened 5 new positions and closed 4 in Q3 2025.
- Sensible Money's portfolio value rose 12% quarter-over-quarter to $294M.
Based on Sensible Money's 13F filing for Q3 2025, filed 13 Nov 2025.