Allodium Investment Consultants, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 9, 2025), Allodium Investment Consultants, LLC reported 51 stock positions worth $177.1 million. Its top holding was Dimensional US Eq MKT ETF (DFUS) at 12.8% of the portfolio, followed by Dimensional International (DFAI, 9.9%) and Dimensional US Small Cap ETF (DFAS, 9.4%). Compared with Q2 2025, it opened 2 new positions, added to 32 and reduced 12. The biggest buy was Dimensional Int Sus COR1 ETF (DFSI, shares +36%) and the biggest sale Dimensional Emerging Core Eq (DFAE, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- MINNEAPOLIS, MN
- CIK
- 0002052983
- Portfolio Value
- $177.1M (Q3 2025)
- SEC Filing
- 0001085146-25-005876 ↗ filed Oct 9, 2025
Holdings Value
Holdings 51 stocks · $177.1M
| DFUS Dimensional US Eq MKT ETF | 12.81% | 313,314 | $22.7M | Add +0.4% |
| DFAI Dimensional International Co. | 9.93% | 483,993 | $17.6M | Add +5.2% |
| DFAS Dimensional US Small Cap ETF | 9.37% | 242,434 | $16.6M | Add +1.5% |
| VNQ Vanguard Real Estate ETF | 6.61% | 128,022 | $11.7M | Add +5.2% |
| AVIG Avantis Core Fixed Income | 5.24% | 220,382 | $9.3M | Add +7.5% |
| DFAE Dimensional Emerging Core Eq | 5.19% | 291,566 | $9.2M | Reduce -0.4% |
| DFIS Dimensional International SM | 4.97% | 278,448 | $8.8M | Add +6.2% |
| IVV iShares Core S&P 500 ETF | 4.44% | 11,751 | $7.9M | Add +3.6% |
| DFSI Dimensional Int Sus COR1 ETF | 4.35% | 188,210 | $7.7M | Add +35.5% |
| NUSC Nuveen ESG Small-Cap ETF | 3.45% | 138,695 | $6.1M | Add +2.9% |
| DFSU Dimensional US Sus CORE1 ETF | 3.26% | 136,065 | $5.8M | Add +1.1% |
| DFSB Dim GLB Sustain Fix Inc. ETF | 2.54% | 84,562 | $4.5M | Add +11.1% |
| VEA Vanguard Ftse Developed ETF | 2.22% | 65,583 | $3.9M | Reduce -0.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.11% | 74,605 | $3.7M | Add +30.4% |
| NUDM Nuveen ESG Intl Devel MRK Eq | 2.07% | 97,268 | $3.7M | Add +0.8% |
| DFSE Dimensional Em Sus CORE1 ETF | 1.77% | 76,235 | $3.1M | Add +25.9% |
| IWM iShares Russell 2000 ETF | 1.53% | 11,172 | $2.7M | Add +0.8% |
| NUEM Nuveen ESG Emerging Markets | 1.47% | 72,792 | $2.6M | Reduce -5.1% |
| DSI iShares ESG MSCI KLD 400 ETF | 1.42% | 19,950 | $2.5M | Reduce -3.3% |
| BND Vanguard Total Bond Market | 1.27% | 30,148 | $2.2M | Add +16.1% |
| VGSR Vert GLB Sust Re ETF filed as MANAGER DIRECTED PORTFOLIOS | 1.23% | 205,125 | $2.2M | Add +13.5% |
| AVSC Avantis US Small Cap Equity | 1.20% | 37,191 | $2.1M | Add +27.1% |
| IWF iShares Russell 1000 Growth | 1.12% | 4,241 | $2.0M | Add +9.9% |
| BSV Vanguard Short-Term Bond ETF | 1.04% | 23,418 | $1.8M | Add +11.5% |
| AVSF Avantis Short-Term Fixed Inc. | 0.95% | 35,478 | $1.7M | Add +8.9% |
| VTES Vanguard SH Term Tax-Ex Bond | 0.91% | 15,877 | $1.6M | Add +38.1% |
| BNDX Vanguard Total Intl Bond ETF | 0.72% | 25,708 | $1.3M | Add +5.7% |
| PAVE Global X US Infrastructure | 0.68% | 25,371 | $1.2M | Reduce -4.0% |
| AVEM Avantis Emerging Markets Eq | 0.68% | 16,025 | $1.2M | Add +4.7% |
| CGW Invesco S&P Global Water Ind | 0.59% | 16,319 | $1.0M | Add +2.6% |
| AVDE Avantis International Equity | 0.50% | 11,173 | $882K | No change |
| DFAU Dimensional US Core Equity M | 0.49% | 19,049 | $872K | Reduce -4.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.42% | 1,113 | $741K | No change |
| TOLZ Proshares GLB Infrastructure | 0.33% | 10,691 | $579K | Add +56.4% |
| SUSA iShares ESG Optimized MSCI U | 0.27% | 3,493 | $474K | Reduce -11.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.27% | 1,605 | $471K | Add +0.2% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.26% | 1,476 | $454K | Add +0.3% |
| DCOR Dimensional US Core Eq 1 ETF | 0.24% | 6,007 | $432K | Add +0.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.24% | 1,691 | $430K | Add +0.1% |
| MUB iShares National Muni Bond E | 0.22% | 3,617 | $385K | Add +6.1% |
| IWO iShares Russell 2000 Growth | 0.21% | 1,172 | $375K | No change |
| IJR iShares Core S&P Small-Cap E | 0.18% | 2,736 | $325K | Reduce -1.8% |
| AAPL Apple Inc. | 0.15% | 1,045 | $266K | Reduce -30.9% |
| AVDV Avantis Intl S/C Value ETF | 0.15% | 2,939 | $262K | Reduce -5.7% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.15% | 2,908 | $258K | No change |
| FDM First Trust Dow J Select Mic | 0.15% | 3,403 | $258K | No change |
| DFAR Dimensional US Real Est ETF | 0.14% | 10,303 | $246K | Add +5.6% |
| MSFT Microsoft Corp. | 0.13% | 444 | $230K | Reduce -34.7% |
| EFA iShares MSCI Eafe ETF | 0.13% | 2,406 | $225K | New |
| VOO Vanguard S&P 500 ETF | 0.12% | 352 | $215K | Reduce -3.0% |
| IJT iShares S&P Small-Cap 600 GR | 0.12% | 1,496 | $212K | New |
Portfolio Sells Q2 2025 → Q3 2025
| DFAE Dimensional Emerging Core Eq | Reduce -0.4% | 5.19% | −0.17 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.8% | 2.22% | −0.17 |
| NUEM Nuveen ESG Emerging Markets | Reduce -5.1% | 1.47% | −0.15 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -3.3% | 1.42% | −0.10 |
| MSFT Microsoft Corp. | Reduce -34.7% | 0.13% | −0.08 |
| SUSA iShares ESG Optimized MSCI U | Reduce -11.3% | 0.27% | −0.05 |
| PAVE Global X US Infrastructure | Reduce -4.0% | 0.68% | −0.05 |
| AAPL Apple Inc. | Reduce -30.9% | 0.15% | −0.05 |
| DFAU Dimensional US Core Equity M | Reduce -4.1% | 0.49% | −0.04 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.8% | 0.18% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -3.0% | 0.12% | −0.01 |
| AVDV Avantis Intl S/C Value ETF | Reduce -5.7% | 0.15% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| DFSI Dimensional Int Sus COR1 ETF | Add +35.5% | 4.35% | +0.89 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +30.4% | 2.11% | +0.33 |
| DFSE Dimensional Em Sus CORE1 ETF | Add +25.9% | 1.77% | +0.31 |
| AVSC Avantis US Small Cap Equity | Add +27.1% | 1.20% | +0.25 |
| VTES Vanguard SH Term Tax-Ex Bond | Add +38.1% | 0.91% | +0.18 |
| EFA iShares MSCI Eafe ETF | New | 0.13% | +0.13 |
| IJT iShares S&P Small-Cap 600 GR | New | 0.12% | +0.12 |
| TOLZ Proshares GLB Infrastructure | Add +56.4% | 0.33% | +0.09 |
| IWF iShares Russell 1000 Growth | Add +9.9% | 1.12% | +0.08 |
| BND Vanguard Total Bond Market | Add +16.1% | 1.27% | +0.06 |
| VGSR Vert GLB Sust Re ETF | Add +13.5% | 1.23% | +0.04 |
| DFIS Dimensional International SM | Add +6.2% | 4.97% | +0.02 |
| DFSB Dim GLB Sustain Fix Inc. ETF | Add +11.1% | 2.54% | +0.02 |
| AVEM Avantis Emerging Markets Eq | Add +4.7% | 0.68% | +0.02 |
| IWM iShares Russell 2000 ETF | Add +0.8% | 1.53% | +0.01 |
| BSV Vanguard Short-Term Bond ETF | Add +11.5% | 1.04% | −0.00 |
| DFAR Dimensional US Real Est ETF | Add +5.6% | 0.14% | −0.01 |
| MUB iShares National Muni Bond E | Add +6.1% | 0.22% | −0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +0.3% | 0.26% | −0.01 |
| DCOR Dimensional US Core Eq 1 ETF | Add +0.3% | 0.24% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.1% | 0.24% | −0.01 |
| IVV iShares Core S&P 500 ETF | Add +3.6% | 4.44% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.2% | 0.27% | −0.02 |
| NUSC Nuveen ESG Small-Cap ETF | Add +2.9% | 3.45% | −0.02 |
| AVSF Avantis Short-Term Fixed Inc. | Add +8.9% | 0.95% | −0.02 |
| CGW Invesco S&P Global Water Ind | Add +2.6% | 0.59% | −0.04 |
| BNDX Vanguard Total Intl Bond ETF | Add +5.7% | 0.72% | −0.04 |
| DFSU Dimensional US Sus CORE1 ETF | Add +1.1% | 3.26% | −0.08 |
| NUDM Nuveen ESG Intl Devel MRK Eq | Add +0.8% | 2.07% | −0.10 |
| DFAI Dimensional International Co. | Add +5.2% | 9.93% | −0.14 |
| AVIG Avantis Core Fixed Income | Add +7.5% | 5.24% | −0.16 |
| VNQ Vanguard Real Estate ETF | Add +5.2% | 6.61% | −0.25 |
| DFAS Dimensional US Small Cap ETF | Add +1.5% | 9.37% | −0.26 |
| DFUS Dimensional US Eq MKT ETF | Add +0.4% | 12.81% | −0.42 |
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 |