Sensible Money, LLC

RIA/Wealth

Sensible Money, LLC is a RIA/Wealth based in Scottsdale, AZ led by Dana Marie Anspach, reporting $603.7M in AUM as of Q3 2025 with 94% ETF concentration, 84% concentrated in top 10 holdings, and 26% allocation to DFAC.

Managing PartnerDana Marie Anspach

Portfolio Value: $294.2M
Positions: 88
Top Holding: DFAC at 25.89%
Last Reported: Q3 2025

Address4200 N Marshall Way, Suite 2, Scottsdale, AZ, 85251, United States

Top Holdings

Largest long holdings in Sensible Money, LLC's portfolio (84.1% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Dimensional U.S. Core Equity 2 DFAC	ETF ETF	$76.2M	25.89%	+$3.3M Bought	— 2.0M shares	Q4 2022 Held for 2y 11m
2 Dimensional U.S. Targeted Value DFAT	ETF ETF	$56.2M	19.10%	+$3.6M Bought	— 965.6K shares	Q4 2022 Held for 2y 11m
3 Dimensional World ex U.S. Core Equity 2 DFAX	ETF ETF	$25.2M	8.58%	-$643.6K Sold	— 804.1K shares	Q4 2022 Held for 2y 11m
4 Dimensional Emerging Markets Core Equity 2 DFEM	ETF ETF	$22.7M	7.72%	+$1.3M Bought	— 708.3K shares	Q4 2022 Held for 2y 11m
5 Dimensional Emerging Markets Value DFEV	ETF ETF	$22.7M	7.71%	+$731.6K Bought	— 711.6K shares	Q4 2022 Held for 2y 11m
6 Dimensional International Core Equity 2 DFIC	ETF ETF	$18.4M	6.27%	+$2.4M Bought	— 562.7K shares	Q4 2022 Held for 2y 11m
7 DISV Dimensional International Small Cap Value DISV	ETF ETF	$11.6M	3.95%	-$209.5K Sold	— 325.7K shares	Q4 2022 Held for 2y 11m
8 Apple AAPL	Consumer Electronics Technology	$7.8M	2.66%	-$110.3K Sold	0.00% 30.7K shares	Q4 2022 Held for 2y 11m
9 Schwab U.S. Small-Cap ETF SCHA	ETF ETF	$3.3M	1.11%	-$44.0K Sold	— 117.3K shares	Q4 2022 Held for 2y 11m
10 FNDE Schwab Fundamental Emerging Markets Equity FNDE	ETF ETF	$3.2M	1.09%	-$26.6K Sold	— 89.0K shares	Q4 2022 Held for 2y 11m