Allodium Investment Consultants, LLC Top Holdings and 13F Report (2025) About Allodium Investment Consultants, LLCInvestment ActivityAllodium Investment Consultants, LLC has $177.11 million in total holdings as of September 30, 2025.Allodium Investment Consultants, LLC owns shares of 51 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 5.82% of the portfolio was purchased this quarter.About 0.40% of the portfolio was sold this quarter.This quarter, Allodium Investment Consultants, LLC has purchased 49 new stocks and bought additional shares in 32 stocks.Allodium Investment Consultants, LLC sold shares of 12 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Equity ETF $22,696,461Dimensional International Core Equity Market ETF $17,593,138Dimensional U.S. Small Cap ETF $16,596,999Vanguard Real Estate ETF $11,703,728Avantis Core Fixed Income ETF $9,273,678 Largest New Holdings this Quarter 464287465 - iShares MSCI EAFE ETF $224,648 Holding464287887 - iShares S&P Small-Cap 600 Growth ETF $211,685 Holding Largest Purchases this Quarter Dimensional International Sustainability Core 1 ETF 49,330 shares (about $2.02M)Vanguard Tax-Exempt Bond ETF 17,394 shares (about $870.92K)Dimensional International Core Equity Market ETF 23,832 shares (about $866.29K)Avantis Core Fixed Income ETF 15,455 shares (about $650.35K)Dimensional Emerging Markets Sustainability Core 1 ETF 15,695 shares (about $644.91K) Largest Sales this Quarter Nuveen ESG Emerging Markets Equity ETF 3,898 shares (about $139.12K)Microsoft 236 shares (about $122.24K)Apple 467 shares (about $118.91K)iShares ESG MSCI KLD 400 ETF 689 shares (about $86.78K)iShares MSCI USA ESG Select ETF 445 shares (about $60.37K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAllodium Investment Consultants, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFUSDimensional U.S. Equity ETF$22,696,461$95,983 ▲0.4%313,31412.8%ETFDFAIDimensional International Core Equity Market ETF$17,593,138$866,293 ▲5.2%483,9939.9%ETFDFASDimensional U.S. Small Cap ETF$16,596,999$246,045 ▲1.5%242,4349.4%ETFVNQVanguard Real Estate ETF$11,703,728$575,670 ▲5.2%128,0226.6%ETFAVIGAvantis Core Fixed Income ETF$9,273,678$650,347 ▲7.5%220,3825.2%ETFDFAEDimensional Emerging Core Equity Market ETF$9,193,088$34,368 ▼-0.4%291,5665.2%ETFDFISDimensional International Small Cap ETF$8,807,314$512,944 ▲6.2%278,4485.0%ETFIVViShares Core S&P 500 ETF$7,864,984$273,076 ▲3.6%11,7514.4%ETFDFSIDimensional International Sustainability Core 1 ETF$7,707,202$2,020,064 ▲35.5%188,2104.4%ETFNUSCNuveen ESG Small-Cap ETF$6,116,447$174,460 ▲2.9%138,6953.5%ETFDFSUDimensional US Sustainability Core 1 ETF$5,779,028$65,578 ▲1.1%136,0653.3%ETFDFSBDimensional Global Sustainability Fixed Income ETF$4,504,616$450,291 ▲11.1%84,5622.5%ETFVEAVanguard FTSE Developed Markets ETF$3,929,754$30,499 ▼-0.8%65,5832.2%ETFVTEBVanguard Tax-Exempt Bond ETF$3,735,496$870,923 ▲30.4%74,6052.1%ETFNUDMNuveen ESG International Developed Markets Equity ETF$3,659,223$30,209 ▲0.8%97,2682.1%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$3,132,509$644,910 ▲25.9%76,2351.8%ETFIWMiShares Russell 2000 ETF$2,703,177$21,292 ▲0.8%11,1721.5%FinanceNUEMNuveen ESG Emerging Markets Equity ETF$2,597,942$139,119 ▼-5.1%72,7921.5%ETFDSIiShares ESG MSCI KLD 400 ETF$2,512,725$86,780 ▼-3.3%19,9501.4%ETFBNDVanguard Total Bond Market ETF$2,242,120$310,422 ▲16.1%30,1481.3%ETFMANAGER DIRECTED PORTFOLIOS$2,184,579$259,167 ▲13.5%205,1251.2%VERT GLB SUST REAVSCAvantis U.S. Small Cap Equity ETF$2,129,173$454,620 ▲27.1%37,1911.2%ETFIWFiShares Russell 1000 Growth ETF$1,986,643$179,412 ▲9.9%4,2411.1%ETFBSVVanguard Short-Term Bond ETF$1,847,894$190,881 ▲11.5%23,4181.0%ETFAVSFAvantis Short-Term Fixed Income ETF$1,675,062$136,921 ▲8.9%35,4780.9%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$1,618,263$446,737 ▲38.1%15,8770.9%ETFBNDXVanguard Total International Bond ETF$1,271,539$68,998 ▲5.7%25,7080.7%ETFPAVEGlobal X U.S. Infrastructure Development ETF$1,208,434$50,298 ▼-4.0%25,3710.7%ETFAVEMAvantis Emerging Markets Equity ETF$1,203,618$54,454 ▲4.7%16,0250.7%ETFCGWInvesco S&P Global Water Index ETF$1,048,346$26,917 ▲2.6%16,3190.6%ETFAVDEAvantis International Equity ETF$881,5500.0%11,1730.5%ETFDFAUDimensional US Core Equity Market ETF$871,669$36,928 ▼-4.1%19,0490.5%ETFSPYSPDR S&P 500 ETF Trust$741,4580.0%1,1130.4%FinanceTOLZDJ Brookfield Global Infrastructure ETF$578,562$208,728 ▲56.4%10,6910.3%ETFSUSAiShares MSCI USA ESG Select ETF$473,844$60,367 ▼-11.3%3,4930.3%ETFVOVanguard Mid-Cap ETF$471,332$881 ▲0.2%1,6050.3%ETFVVVanguard Large-Cap ETF$454,435$1,232 ▲0.3%1,4760.3%ETFDIMENSIONAL ETF TRUST$432,163$1,079 ▲0.3%6,0070.2%US CORE EQUITY 1VBVanguard Small-Cap ETF$430,040$509 ▲0.1%1,6910.2%ETFMUBiShares National Muni Bond ETF$385,157$22,255 ▲6.1%3,6170.2%ETFIWOiShares Russell 2000 Growth ETF$375,1090.0%1,1720.2%ETFIJRiShares Core S&P Small-Cap ETF$325,167$5,942 ▼-1.8%2,7360.2%ETFAAPLApple$266,088$118,912 ▼-30.9%1,0450.2%Computer and TechnologyAVDVAvantis International Small Cap Value ETF$261,682$15,938 ▼-5.7%2,9390.1%ETFSLYVSPDR S&P 600 Small Cap Value ETF$257,8270.0%2,9080.1%ETFFDMFirst Trust Dow Jones Select MicroCap Index Fund$257,7770.0%3,4030.1%ETFDFARDimensional US Real Estate ETF$245,731$12,975 ▲5.6%10,3030.1%ETFMSFTMicrosoft$229,970$122,236 ▼-34.7%4440.1%Computer and TechnologyEFAiShares MSCI EAFE ETF$224,648$224,648 ▲New Holding2,4060.1%FinanceVOOVanguard S&P 500 ETF$215,403$6,731 ▼-3.0%3520.1%ETFIJTiShares S&P Small-Cap 600 Growth ETF$211,685$211,685 ▲New Holding1,4960.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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