Allodium Investment Consultants, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 14, 2026), Allodium Investment Consultants, LLC reported 52 stock positions worth $197.3 million. Its top holding was Dimensional US Eq MKT ETF (DFUS) at 12.6% of the portfolio, followed by Dimensional International (DFAI, 11.2%) and Dimensional US Small Cap ETF (DFAS, 9.5%). Compared with Q3 2025, it opened 2 new positions, sold out of 1, added to 28 and reduced 16. The biggest buy was Dimensional International (DFAI, shares +20%) and the biggest sale Nuveen ESG Small-Cap ETF (NUSC, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- MINNEAPOLIS, MN
- CIK
- 0002052983
- Portfolio Value
- $197.3M (Q4 2025)
- SEC Filing
- 0002052983-26-000001 ↗ filed Jan 14, 2026
Holdings Value
Holdings 52 stocks · $197.3M
| DFUS Dimensional US Eq MKT ETF | 12.59% | 335,103 | $24.9M | Add +7.0% |
| DFAI Dimensional International Co. | 11.18% | 579,132 | $22.1M | Add +19.7% |
| DFAS Dimensional US Small Cap ETF | 9.52% | 269,525 | $18.8M | Add +11.2% |
| VNQ Vanguard Real Estate ETF | 6.64% | 147,991 | $13.1M | Add +15.6% |
| AVIG Avantis Core Fixed Income | 5.91% | 278,373 | $11.7M | Add +26.3% |
| DFAE Dimensional Emerging Core Eq | 5.29% | 320,222 | $10.4M | Add +9.8% |
| DFIS Dimensional International SM | 5.04% | 301,959 | $9.9M | Add +8.4% |
| IVV iShares Core S&P 500 ETF | 4.21% | 12,116 | $8.3M | Add +3.1% |
| DFSI Dimensional Int Sus COR1 ETF | 4.17% | 191,922 | $8.2M | Add +2.0% |
| NUSC Nuveen ESG Small-Cap ETF | 3.08% | 136,311 | $6.1M | Reduce -1.7% |
| DFSU Dimensional US Sus CORE1 ETF | 2.91% | 132,033 | $5.7M | Reduce -3.0% |
| DFSB Dim GLB Sustain Fix Inc. ETF | 2.28% | 86,878 | $4.5M | Add +2.7% |
| VEA Vanguard Ftse Developed ETF | 2.04% | 64,487 | $4.0M | Reduce -1.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.00% | 78,492 | $3.9M | Add +5.2% |
| NUDM Nuveen ESG Intl Devel MRK Eq | 1.77% | 96,678 | $3.5M | Reduce -0.6% |
| DFSE Dimensional Em Sus CORE1 ETF | 1.60% | 75,996 | $3.2M | Reduce -0.3% |
| IWM iShares Russell 2000 ETF | 1.38% | 11,041 | $2.7M | Reduce -1.2% |
| NUEM Nuveen ESG Emerging Markets | 1.35% | 74,926 | $2.7M | Add +2.9% |
| BND Vanguard Total Bond Market | 1.31% | 34,924 | $2.6M | Add +15.8% |
| AVSC Avantis US Small Cap Equity | 1.26% | 42,474 | $2.5M | Add +14.2% |
| DSI iShares ESG MSCI KLD 400 ETF | 1.25% | 19,131 | $2.5M | Reduce -4.1% |
| AVSF Avantis Short-Term Fixed Inc. | 1.20% | 50,484 | $2.4M | Add +42.3% |
| VGSR Vert GLB Sust Re ETF filed as MANAGER DIRECTED PORTFOLIOS | 1.13% | 214,754 | $2.2M | Add +4.7% |
| BSV Vanguard Short-Term Bond ETF | 1.10% | 27,553 | $2.2M | Add +17.7% |
| IWF iShares Russell 1000 Growth | 1.02% | 4,241 | $2.0M | No change |
| VTES Vanguard SH Term Tax-Ex Bond | 0.98% | 19,036 | $1.9M | Add +19.9% |
| BNDX Vanguard Total Intl Bond ETF | 0.87% | 35,646 | $1.7M | Add +38.7% |
| TOLZ Proshares GLB Infrastructure | 0.86% | 31,237 | $1.7M | Add +192.2% |
| PAVE Global X US Infrastructure | 0.66% | 27,117 | $1.3M | Add +6.9% |
| AVEM Avantis Emerging Markets Eq | 0.62% | 15,827 | $1.2M | Reduce -1.2% |
| CGW Invesco S&P Global Water Ind | 0.52% | 16,408 | $1.0M | Add +0.6% |
| AVDE Avantis International Equity | 0.46% | 11,001 | $906K | Reduce -1.5% |
| DFAU Dimensional US Core Equity M | 0.45% | 19,016 | $890K | Reduce -0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.38% | 1,113 | $759K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.22% | 1,515 | $440K | Reduce -5.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.21% | 1,624 | $419K | Reduce -4.0% |
| MUB iShares National Muni Bond E | 0.21% | 3,871 | $415K | Add +7.0% |
| DFCF Dimensional Core Fixed Inc. | 0.19% | 9,002 | $383K | New |
| IWO iShares Russell 2000 Growth | 0.19% | 1,172 | $379K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.19% | 1,194 | $376K | Reduce -19.1% |
| DCOR Dimensional US Core Eq 1 ETF | 0.18% | 4,824 | $355K | Reduce -19.7% |
| SUSA iShares ESG Optimized MSCI U | 0.18% | 2,487 | $347K | Reduce -28.8% |
| AAPL Apple Inc. | 0.16% | 1,165 | $317K | Add +11.5% |
| VOO Vanguard S&P 500 ETF | 0.16% | 497 | $312K | Add +41.2% |
| IJR iShares Core S&P Small-Cap E | 0.15% | 2,535 | $305K | Reduce -7.3% |
| AVDV Avantis Intl S/C Value ETF | 0.14% | 2,998 | $282K | Add +2.0% |
| DFAR Dimensional US Real Est ETF | 0.14% | 12,174 | $279K | Add +18.2% |
| FDM First Trust Dow J Select Mic | 0.14% | 3,403 | $271K | No change |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.13% | 2,908 | $265K | No change |
| GOOG Alphabet Inc. Class C | 0.13% | 825 | $259K | New |
| EFA iShares MSCI Eafe ETF | 0.12% | 2,406 | $231K | No change |
| MSFT Microsoft Corp. | 0.11% | 464 | $224K | Add +4.5% |
Portfolio Sells Q3 2025 → Q4 2025
| NUSC Nuveen ESG Small-Cap ETF | Reduce -1.7% | 3.08% | −0.37 |
| DFSU Dimensional US Sus CORE1 ETF | Reduce -3.0% | 2.91% | −0.36 |
| NUDM Nuveen ESG Intl Devel MRK Eq | Reduce -0.6% | 1.77% | −0.29 |
| VEA Vanguard Ftse Developed ETF | Reduce -1.7% | 2.04% | −0.18 |
| DFSE Dimensional Em Sus CORE1 ETF | Reduce -0.3% | 1.60% | −0.17 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -4.1% | 1.25% | −0.17 |
| IWM iShares Russell 2000 ETF | Reduce -1.2% | 1.38% | −0.15 |
| IJT iShares S&P Small-Cap 600 GR | Sold out | 0.00% | −0.12 |
| SUSA iShares ESG Optimized MSCI U | Reduce -28.8% | 0.18% | −0.09 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -19.1% | 0.19% | −0.07 |
| DCOR Dimensional US Core Eq 1 ETF | Reduce -19.7% | 0.18% | −0.06 |
| AVEM Avantis Emerging Markets Eq | Reduce -1.2% | 0.62% | −0.06 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -5.6% | 0.22% | −0.04 |
| DFAU Dimensional US Core Equity M | Reduce -0.2% | 0.45% | −0.04 |
| AVDE Avantis International Equity | Reduce -1.5% | 0.46% | −0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -4.0% | 0.21% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Reduce -7.3% | 0.15% | −0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| DFAI Dimensional International Co. | Add +19.7% | 11.18% | +1.25 |
| AVIG Avantis Core Fixed Income | Add +26.3% | 5.91% | +0.68 |
| TOLZ Proshares GLB Infrastructure | Add +192.2% | 0.86% | +0.53 |
| AVSF Avantis Short-Term Fixed Inc. | Add +42.3% | 1.20% | +0.26 |
| DFCF Dimensional Core Fixed Inc. | New | 0.19% | +0.19 |
| BNDX Vanguard Total Intl Bond ETF | Add +38.7% | 0.87% | +0.15 |
| DFAS Dimensional US Small Cap ETF | Add +11.2% | 9.52% | +0.14 |
| GOOG Alphabet Inc. Class C | New | 0.13% | +0.13 |
| DFAE Dimensional Emerging Core Eq | Add +9.8% | 5.29% | +0.09 |
| DFIS Dimensional International SM | Add +8.4% | 5.04% | +0.07 |
| VTES Vanguard SH Term Tax-Ex Bond | Add +19.9% | 0.98% | +0.07 |
| AVSC Avantis US Small Cap Equity | Add +14.2% | 1.26% | +0.06 |
| BSV Vanguard Short-Term Bond ETF | Add +17.7% | 1.10% | +0.06 |
| BND Vanguard Total Bond Market | Add +15.8% | 1.31% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +41.2% | 0.16% | +0.04 |
| VNQ Vanguard Real Estate ETF | Add +15.6% | 6.64% | +0.03 |
| AAPL Apple Inc. | Add +11.5% | 0.16% | +0.01 |
| DFAR Dimensional US Real Est ETF | Add +18.2% | 0.14% | +0.00 |
| AVDV Avantis Intl S/C Value ETF | Add +2.0% | 0.14% | −0.01 |
| MUB iShares National Muni Bond E | Add +7.0% | 0.21% | −0.01 |
| MSFT Microsoft Corp. | Add +4.5% | 0.11% | −0.02 |
| PAVE Global X US Infrastructure | Add +6.9% | 0.66% | −0.03 |
| CGW Invesco S&P Global Water Ind | Add +0.6% | 0.52% | −0.07 |
| VGSR Vert GLB Sust Re ETF | Add +4.7% | 1.13% | −0.10 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +5.2% | 2.00% | −0.11 |
| NUEM Nuveen ESG Emerging Markets | Add +2.9% | 1.35% | −0.12 |
| DFSI Dimensional Int Sus COR1 ETF | Add +2.0% | 4.17% | −0.18 |
| DFUS Dimensional US Eq MKT ETF | Add +7.0% | 12.59% | −0.22 |
| IVV iShares Core S&P 500 ETF | Add +3.1% | 4.21% | −0.24 |
| DFSB Dim GLB Sustain Fix Inc. ETF | Add +2.7% | 2.28% | −0.26 |
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 |