Allodium Investment Consultants, LLC Top Holdings and 13F Report (2025) About Allodium Investment Consultants, LLCInvestment ActivityAllodium Investment Consultants, LLC has $158.00 million in total holdings as of June 30, 2025.Allodium Investment Consultants, LLC owns shares of 49 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 8.01% of the portfolio was purchased this quarter.About 0.66% of the portfolio was sold this quarter.This quarter, Allodium Investment Consultants, LLC has purchased 46 new stocks and bought additional shares in 29 stocks.Allodium Investment Consultants, LLC sold shares of 8 stocks and completely divested from 2 stocks this quarter.Largest Holdings Dimensional U.S. Equity ETF $20,909,527Dimensional International Core Equity Market ETF $15,907,780Dimensional U.S. Small Cap ETF $15,216,465Vanguard Real Estate ETF $10,840,798Avantis Core Fixed Income ETF $8,529,055 Largest New Holdings this Quarter 74347B508 - DJ Brookfield Global Infrastructure ETF $368,025 Holding594918104 - Microsoft $338,239 Holding037833100 - Apple $310,217 Holding25434V823 - Dimensional US Real Estate ETF $228,948 Holding922908363 - Vanguard S&P 500 ETF $206,399 Holding Largest Purchases this Quarter Dimensional U.S. Small Cap ETF 31,322 shares (about $2.00M)Dimensional International Core Equity Market ETF 54,634 shares (about $1.89M)Avantis Core Fixed Income ETF 31,236 shares (about $1.30M)Dimensional U.S. Equity ETF 16,373 shares (about $1.10M)Dimensional US Sustainability Core 1 ETF 17,092 shares (about $670.86K) Largest Sales this Quarter Nuveen ESG Small-Cap ETF 7,877 shares (about $320.91K)Invesco S&P Global Water Index ETF 2,011 shares (about $125.69K)Global X U.S. Infrastructure Development ETF 1,267 shares (about $55.22K)Nuveen ESG Emerging Markets Equity ETF 922 shares (about $30.62K)iShares Russell 1000 Growth ETF 60 shares (about $25.48K) 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$20,909,527$1,097,320 ▲5.5%311,98913.2%ETFDFAIDimensional International Core Equity Market ETF$15,907,780$1,888,699 ▲13.5%460,16110.1%ETFDFASDimensional U.S. Small Cap ETF$15,216,465$1,995,521 ▲15.1%238,8409.6%ETFVNQVanguard Real Estate ETF$10,840,798$378,949 ▲3.6%121,7256.9%ETFAVIGAvantis Core Fixed Income ETF$8,529,055$1,300,041 ▲18.0%204,9275.4%ETFDFAEDimensional Emerging Core Equity Market ETF$8,472,378$582,589 ▲7.4%292,6565.4%ETFDFISDimensional International Small Cap ETF$7,824,984$302,847 ▲4.0%262,2315.0%ETFIVViShares Core S&P 500 ETF$7,042,847$203,655 ▲3.0%11,3434.5%ETFNUSCNuveen ESG Small-Cap ETF$5,489,265$320,909 ▼-5.5%134,7393.5%ETFDFSIDimensional International Sustainability Core 1 ETF$5,473,271$9,025 ▲0.2%138,8803.5%ETFDFSUDimensional US Sustainability Core 1 ETF$5,279,968$670,863 ▲14.6%134,5213.3%ETFDFSBDimensional Global Sustainability Fixed Income ETF$3,990,393$537,198 ▲15.6%76,1092.5%ETFVEAVanguard FTSE Developed Markets ETF$3,767,901$46,406 ▲1.2%66,0922.4%ETFNUDMNuveen ESG International Developed Markets Equity ETF$3,423,544$1,952 ▼-0.1%96,4652.2%ETFVTEBVanguard Tax-Exempt Bond ETF$2,805,033$209,307 ▲8.1%57,2111.8%ETFNUEMNuveen ESG Emerging Markets Equity ETF$2,546,871$30,620 ▼-1.2%76,6901.6%ETFDSIiShares ESG MSCI KLD 400 ETF$2,397,417$153,447 ▲6.8%20,6391.5%ETFIWMiShares Russell 2000 ETF$2,391,816$20,932 ▼-0.9%11,0841.5%FinanceDFSEDimensional Emerging Markets Sustainability Core 1 ETF$2,304,163$22,037 ▼-0.9%60,5401.5%ETFBNDVanguard Total Bond Market ETF$1,912,496$141,814 ▲8.0%25,9741.2%ETFMANAGER DIRECTED PORTFOLIOS$1,891,067$4,707 ▲0.2%180,7901.2%VERT GLB SUST REBSVVanguard Short-Term Bond ETF$1,652,648$22,902 ▲1.4%20,9991.0%ETFIWFiShares Russell 1000 Growth ETF$1,638,135$25,476 ▼-1.5%3,8581.0%ETFAVSFAvantis Short-Term Fixed Income ETF$1,532,122$101,724 ▲7.1%32,5781.0%ETFAVSCAvantis U.S. Small Cap Equity ETF$1,508,437$523,389 ▲53.1%29,2501.0%ETFBNDXVanguard Total International Bond ETF$1,203,756$465,946 ▲63.2%24,3130.8%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$1,160,089$128,888 ▲12.5%11,4940.7%ETFPAVEGlobal X U.S. Infrastructure Development ETF$1,151,705$55,217 ▼-4.6%26,4270.7%ETFAVEMAvantis Emerging Markets Equity ETF$1,048,644$25,359 ▲2.5%15,3000.7%ETFCGWInvesco S&P Global Water Index ETF$993,763$125,689 ▼-11.2%15,9000.6%ETFDFAUDimensional US Core Equity Market ETF$841,102$77,943 ▲10.2%19,8560.5%ETFAVDEAvantis International Equity ETF$826,9140.0%11,1730.5%ETFSPYSPDR S&P 500 ETF Trust$687,6670.0%1,1130.4%FinanceSUSAiShares MSCI USA ESG Select ETF$499,190$82,015 ▲19.7%3,9380.3%ETFVOVanguard Mid-Cap ETF$448,2740.0%1,6020.3%ETFVVVanguard Large-Cap ETF$419,8850.0%1,4720.3%ETFDIMENSIONAL ETF TRUST$400,548$175,407 ▲77.9%5,9920.3%US CORE EQUITY 1VBVanguard Small-Cap ETF$400,350$34,607 ▲9.5%1,6890.3%ETFTOLZDJ Brookfield Global Infrastructure ETF$368,025$368,025 ▲New Holding6,8340.2%ETFMUBiShares National Muni Bond ETF$356,025$16,506 ▲4.9%3,4080.2%ETFMSFTMicrosoft$338,239$338,239 ▲New Holding6800.2%Computer and TechnologyIWOiShares Russell 2000 Growth ETF$335,0480.0%1,1720.2%ETFAAPLApple$310,217$310,217 ▲New Holding1,5120.2%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$304,533$32,792 ▲12.1%2,7860.2%ETFAVDVAvantis International Small Cap Value ETF$247,215$159 ▲0.1%3,1180.2%ETFFDMFirst Trust Dow Jones Select MicroCap Index Fund$243,7690.0%3,4030.2%ETFSLYVSPDR S&P 600 Small Cap Value ETF$231,9720.0%2,9080.1%ETFDFARDimensional US Real Estate ETF$228,948$228,948 ▲New Holding9,7590.1%ETFVOOVanguard S&P 500 ETF$206,399$206,399 ▲New Holding3630.1%ETFVONGVanguard Russell 1000 Growth ETF$0$235,495 ▼-100.0%00.0%ETFIJTiShares S&P Small-Cap 600 Growth ETF$0$210,406 ▼-100.0%00.0%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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