Allodium Investment Consultants, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 4, 2025), Allodium Investment Consultants, LLC reported 47 stock positions worth $119.7 million. Its top holding was Dimensional US Eq MKT ETF (DFUS) at 13.3% of the portfolio, followed by Dimensional International (DFAI, 10.3%) and Dimensional US Small Cap ETF (DFAS, 8.6%).
- Most Recent 13F
- Q2 2026
- Location
- MINNEAPOLIS, MN
- CIK
- 0002052983
- Portfolio Value
- $119.7M (Q4 2024)
- SEC Filing
- 0001085146-25-000737 ↗ filed Feb 4, 2025
Holdings Value
Holdings 47 stocks · $119.7M
| DFUS Dimensional US Eq MKT ETF | 13.28% | 249,384 | $15.9M | — |
| DFAI Dimensional International Co. | 10.27% | 421,198 | $12.3M | — |
| DFAS Dimensional US Small Cap ETF | 8.64% | 158,916 | $10.3M | — |
| VNQ Vanguard Real Estate ETF | 8.00% | 107,573 | $9.6M | — |
| DFAE Dimensional Emerging Core Eq | 5.86% | 276,668 | $7.0M | — |
| IVV iShares Core S&P 500 ETF | 5.26% | 10,709 | $6.3M | — |
| DFIS Dimensional International SM | 4.94% | 240,807 | $5.9M | — |
| NUSC Nuveen ESG Small-Cap ETF | 3.90% | 111,368 | $4.7M | — |
| DFSI Dimensional Int Sus COR1 ETF | 3.09% | 112,742 | $3.7M | — |
| DFSU Dimensional US Sus CORE1 ETF | 2.99% | 94,503 | $3.6M | — |
| VEA Vanguard Ftse Developed ETF | 2.76% | 69,198 | $3.3M | — |
| NUDM Nuveen ESG Intl Devel MRK Eq | 2.70% | 107,417 | $3.2M | — |
| DFSB Dim GLB Sustain Fix Inc. ETF | 2.20% | 51,641 | $2.6M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.17% | 51,746 | $2.6M | — |
| IWM iShares Russell 2000 ETF | 2.07% | 11,234 | $2.5M | — |
| NUEM Nuveen ESG Emerging Markets | 1.75% | 72,253 | $2.1M | — |
| DFSE Dimensional Em Sus CORE1 ETF | 1.62% | 58,553 | $1.9M | — |
| DSI iShares ESG MSCI KLD 400 ETF | 1.56% | 16,919 | $1.9M | — |
| VGSR Vert GLB Sust Re ETF filed as MANAGER DIRECTED PORTFOLIOS | 1.45% | 171,095 | $1.7M | — |
| AVIG Avantis Core Fixed Income | 1.42% | 41,966 | $1.7M | — |
| BND Vanguard Total Bond Market | 1.35% | 22,548 | $1.6M | — |
| IWF iShares Russell 1000 Growth | 1.34% | 4,000 | $1.6M | — |
| BSV Vanguard Short-Term Bond ETF | 1.30% | 20,178 | $1.6M | — |
| AVSF Avantis Short-Term Fixed Inc. | 0.93% | 24,056 | $1.1M | — |
| CGW Invesco S&P Global Water Ind | 0.81% | 17,860 | $968K | — |
| AVEM Avantis Emerging Markets Eq | 0.80% | 16,197 | $952K | — |
| PAVE Global X US Infrastructure | 0.74% | 21,933 | $886K | — |
| VTES Vanguard SH Term Tax-Ex Bond | 0.68% | 8,065 | $809K | — |
| AVSC Avantis US Small Cap Equity | 0.65% | 14,396 | $783K | — |
| DFAU Dimensional US Core Equity M | 0.55% | 16,228 | $657K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.54% | 1,113 | $652K | — |
| BNDX Vanguard Total Intl Bond ETF | 0.53% | 13,058 | $641K | — |
| AVDE Avantis International Equity | 0.48% | 9,277 | $569K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.35% | 1,599 | $422K | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.34% | 1,489 | $401K | — |
| IWO iShares Russell 2000 Growth | 0.28% | 1,172 | $337K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.28% | 1,382 | $332K | — |
| MUB iShares National Muni Bond E | 0.27% | 3,024 | $322K | — |
| SUSA iShares ESG Optimized MSCI U | 0.25% | 2,445 | $297K | — |
| IJR iShares Core S&P Small-Cap E | 0.24% | 2,479 | $286K | — |
| VONG Vanguard Russell 1000 Growth | 0.21% | 2,460 | $254K | — |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.21% | 2,908 | $254K | — |
| AVDV Avantis Intl S/C Value ETF | 0.20% | 3,603 | $235K | — |
| FDM First Trust Dow J Select Mic | 0.19% | 3,403 | $232K | — |
| IJT iShares S&P Small-Cap 600 GR | 0.19% | 1,690 | $229K | — |
| AAPL Apple Inc. | 0.19% | 912 | $228K | — |
| VOO Vanguard S&P 500 ETF | 0.18% | 396 | $213K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 57 | $235.5M | DFUS, DFAI, DFAS, AVIG, VNQ |
| Q1 2026 | 52 | $208.8M | DFUS, DFAI, DFAS, AVIG, VNQ |
| Q4 2025 | 52 | $197.3M | DFUS, DFAI, DFAS, VNQ, AVIG |
| Q3 2025 | 51 | $177.1M | DFUS, DFAI, DFAS, VNQ, AVIG |
| Q2 2025 | 49 | $158.0M | DFUS, DFAI, DFAS, VNQ, AVIG |
| Q1 2025 | 46 | $135.4M | DFUS, DFAI, DFAS, VNQ, AVIG |
| Q4 2024 | 47 | $119.7M | DFUS, DFAI, DFAS, VNQ, DFAE |