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  Name: Sensible Financial Planning & Management LLC.
  City: WALTHAM
  State: MA
  Zip: 02453
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $452,270,000
  Total Value Change : $25,956,000
  Securities Held Change : 2
   
All Securities Held : 29
  New Positions : 3
  Closed Positions : 1
  Increased Positions : 14
  Unchanged Positions : 1
  Decreased Positions : 11

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DFAU)1 Year Chart         DFAU Dfa Dimensional Us Core Equ... 27 New $0.00 $384,000 10,522 0.08% 384,000 10,522 0.012    N/A
   (DFAI)1 Year Chart         DFAI Dfa Dimensional Internation... 28 New $0.00 $378,000 12,521 0.08% 378,000 12,521 0.01    N/A
   (TAST)1 Year Chart         TAST Carrols Restaurant Group, Inc. 29 New $9.54 $243,000 25,567 0.05% 243,000 25,567 0.048    Restaurants

      3 Records Found
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