Sensible Money
Sensible Money reported 105 stocks worth $389M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are Dimensional ETF Trust (26.8%), Dimensional U S Targeted (19.6%) and DFEV (8.5%). Compared with Q2 2026, the fund opened new positions in SGOV, DFUV and AMKR, added to DFEV, DFIC and DFEM, trimmed DFAX, AAPL and SCHA and sold out of LQD, PANW and VTV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $104M | 26.8% | 2.3M | +122K (+6%) | 8 of 8 | |
| 2 | DIMENSIONAL U S TARGETED | $76.1M | 19.6% | 1.1M | +54K (+5%) | 8 of 8 | |
| 3 |  DFEV Dimensional ETF Trust | $33M | 8.5% | 778K | +30K (+4%) | 8 of 8 | |
| 4 |  DFIC Dimensional Intern Core | $32M | 8.2% | 852K | +91K (+12%) | 8 of 8 | |
| 5 |  DFEM Dimensional ETF Trust | $31.3M | 8.0% | 787K | +36K (+5%) | 8 of 8 | |
| 6 |  DFAX Dimensional ETF Trust | $24.3M | 6.2% | 656K | −20K (−3%) | 8 of 8 | |
| 7 |  DISV Dimensional ETF Trust | $13.9M | 3.6% | 321K | +1,202 (+0%) | 8 of 8 | |
| 8 |  AAPL Apple Inc | $4.6M | 1.2% | 14K | −253 (−2%) | 8 of 8 | |
| 9 |  SCHA Schwab US Small Cap ETF | $4.1M | 1.1% | 126K | −707 (−1%) | 8 of 8 | |
| 10 |  FNDE Schwab Strategic TR | $3.5M | 0.9% | 84K | −646 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 LQD Ishares Iboxx Invt Grade | $506K | 4,637 |
DIMENSIONAL ETF TRUST | $377K | 9,718 |
 PANW Palo Alto Networks Inc | $372K | 1,091 |
 VTV Vanguard Index Fds | $364K | 1,671 |
 BFOR Barrons 400 | $309K | 3,236 |
🔒 Free account: see all 9.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Sensible Money 13F FAQ
What does Sensible Money own?
Sensible Money reported 105 stocks worth $389M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are Dimensional ETF Trust (26.8%), Dimensional U S Targeted (19.6%) and DFEV (8.5%). The table above lists every position in the filing (the top 10 without an account).
What did Sensible Money buy and sell in Q3 2026?
Compared with Q2 2026: 13 new positions, 39 added to, 31 trimmed and 9 sold out. New positions include SGOV, DFUV and AMKR. It sold all of LQD, PANW and VTV.
When will Sensible Money file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Sensible Money's portfolio worth?
The Q3 2026 filing reports $389M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.