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Allodium Investment Consultants

Latest statistics and disclosures from Allodium Investment Consultants's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFUS, DFAI, DFAS, AVIG, VNQ, and represent 44.80% of Allodium Investment Consultants's stock portfolio.
Added to shares of these 10 stocks: BLDX, IWF, AVIG, DFAI, BND, AVSF, NUSC, KLAC, BNDX, DFSI.
Started 5 new stock positions in DFMC, BLDX, AVUS, IJT, KLAC.
Reduced shares in these 10 stocks: DFAE, DFAS, VTES, VNQ, DFUS, DSI, CGW, DFSU, VTEB, IVV.
Allodium Investment Consultants was a net buyer of stock by $7.8M.
Allodium Investment Consultants has $236M in assets under management (AUM), dropping by 12.76%.
Central Index Key (CIK): 0002052983

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Positions held by Allodium Investment Consultants consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Allodium Investment Consultants

Allodium Investment Consultants holds 57 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	11.9	$28M		341k	81.94	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	10.4	$25M	+2%	595k	41.25	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	9.5	$22M	-2%	271k	82.34	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	6.7	$16M	+8%	383k	41.41	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	6.3	$15M	-2%	154k	96.43	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	4.9	$12M	-5%	289k	40.21	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	4.6	$11M	+3%	309k	35.03	View chart
Dimensional Etf Trust International (DFSI)	3.9	$9.1M	+4%	202k	45.10	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.8	$8.9M		12k	748.89	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	2.9	$6.8M	+6%	130k	52.12	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	2.8	$6.6M	-2%	143k	46.63	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	2.4	$5.8M	+5%	111k	52.11	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	2.0	$4.8M	+4%	120k	40.02	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	2.0	$4.6M	+11%	100k	46.57	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.9	$4.4M		62k	71.25	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.8	$4.2M	-2%	84k	50.58	View chart
Dimensional Etf Trust Emer Mark Su Etf (DFSE)	1.6	$3.8M		77k	48.88	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	1.5	$3.6M	+4%	49k	73.34	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	1.5	$3.4M		81k	42.44	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.4	$3.3M	+19%	45k	73.41	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.4	$3.3M		11k	300.45	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	1.2	$2.9M	+6%	258k	11.38	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.2	$2.9M	+5%	37k	77.91	View chart
Impax Funds Series Trust I Glob Sus Inf Etf (BLDX)	1.2	$2.9M	NEW	112k	26.06	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.0	$2.4M	+17%	50k	48.43	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	1.0	$2.3M	-11%	17k	142.39	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.9	$2.1M	+299%	17k	124.17	View chart
Proshares Tr DJ BRKFLD GLB (TOLZ)	0.9	$2.0M	+3%	34k	59.27	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.7	$1.6M		27k	58.92	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.6	$1.5M	-4%	16k	96.49	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.6	$1.5M	-26%	14k	101.31	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.5	$1.1M		12k	89.20	View chart
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR)	0.4	$975k	+35%	12k	81.98	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.4	$957k	-2%	19k	51.69	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$874k		2.9k	303.07	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.4	$859k	-17%	13k	65.73	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$788k	-5%	1.1k	746.77	View chart
Ishares Tr Esg Aware Msci (ESML)	0.3	$735k	-3%	13k	55.93	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.2	$494k	+5%	12k	42.21	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$467k	+300%	5.8k	80.57	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$462k		1.2k	393.98	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$416k		3.9k	107.62	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$394k		3.8k	103.05	View chart
Ishares Tr Esg Optimized (SUSA)	0.2	$384k		2.5k	154.29	View chart
Kla Corp Com New (KLAC)	0.2	$374k	NEW	1.2k	301.71	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$369k		1.1k	344.04	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$342k		498.00	687.13	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.1	$317k		2.9k	109.12	View chart
First Tr Exchange-traded Com Shs Annual (FDM)	0.1	$317k		3.4k	93.11	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	0.1	$314k		12k	26.16	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$303k	-14%	2.0k	148.33	View chart
Apple (AAPL)	0.1	$271k	-19%	936.00	289.36	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$250k		2.4k	103.88	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$246k	NEW	1.4k	178.59	View chart
Dfa Invt Dimensions Group In U.s. Mic Cap Shs (DFMC)	0.1	$225k	NEW	3.7k	61.08	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$219k	-24%	619.00	353.33	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$201k	NEW	1.6k	128.09	View chart

Past Filings by Allodium Investment Consultants

SEC 13F filings are viewable for Allodium Investment Consultants going back to 2025

Allodium Investment Consultants 2026 Q2 filed July 14, 2026
Allodium Investment Consultants 2026 Q1 filed April 9, 2026
Allodium Investment Consultants 2025 Q4 filed Jan. 14, 2026
Allodium Investment Consultants 2025 Q3 filed Oct. 9, 2025
Allodium Investment Consultants 2025 Q2 filed Aug. 5, 2025
Allodium Investment Consultants 2025 Q1 filed April 23, 2025

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