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Disclosery

Sensible Money, LLC: DFUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sensible Money, LLC on DFUS, newest first. How the timeline and the estimate are built.

Sensible Money, LLC held 29,709 DFUS shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,709 shares
    Change vs previous 13F +1,901 shares

    0.65% of the 13F portfolio, value $2,434,345.

    13F-HR 0001965229-26-000004 filed by Sensible Money, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 27,808 shares
    Change vs previous 13F +967 shares

    0.6% of the 13F portfolio, value $1,971,845.

    13F-HR 0001965229-26-000002 filed by Sensible Money, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 26,841 shares
    Change vs previous 13F -265 shares

    0.64% of the 13F portfolio, value $1,990,789.

    13F-HR 0001965229-26-000001 filed by Sensible Money, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 27,106 shares
    Change vs previous 13F +1,692 shares

    0.67% of the 13F portfolio, value $1,963,537.

    13F-HR 0001965229-25-000002 filed by Sensible Money, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 25,414 shares
    Change vs previous 13F +761 shares

    0.65% of the 13F portfolio, value $1,703,269.

    13F-HR 0001085146-25-004508 filed by Sensible Money, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 24,653 shares
    Change vs previous 13F -95 shares

    0.64% of the 13F portfolio, value $1,491,001.

    13F-HR 0001085146-25-003050 filed by Sensible Money, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 24,748 shares
    Change vs previous 13F -588 shares

    0.69% of the 13F portfolio, value $1,577,711.

    13F-HR 0001085146-25-000576 filed by Sensible Money, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 25,336 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,575,890.

    13F-HR 0001085146-24-004957 filed by Sensible Money, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).