Allodium Investment Consultants, LLC Top Holdings and 13F Report (2026) About Allodium Investment Consultants, LLCInvestment ActivityAllodium Investment Consultants, LLC has $208.82 million in total holdings as of March 31, 2026.Allodium Investment Consultants, LLC owns shares of 52 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 6.46% of the portfolio was purchased this quarter.About 0.88% of the portfolio was sold this quarter.This quarter, Allodium Investment Consultants, LLC has purchased 52 new stocks and bought additional shares in 29 stocks.Allodium Investment Consultants, LLC sold shares of 14 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional U.S. Equity ETF $24,472,003Dimensional International Core Equity Market ETF $22,529,307Dimensional U.S. Small Cap ETF $19,757,695Avantis Core Fixed Income ETF $14,665,143Vanguard Real Estate ETF $14,026,006 Largest New Holdings this Quarter 46435U663 - iShares ESG Aware MSCI USA Small-Cap ETF $638,061 Holding Largest Purchases this Quarter Avantis Core Fixed Income ETF 74,664 shares (about $3.10M)Avantis Short-Term Fixed Income ETF 38,910 shares (about $1.82M)Dimensional Global Sustainability Fixed Income ETF 17,840 shares (about $923.09K)Vanguard Real Estate ETF 10,138 shares (about $899.24K)Dimensional U.S. Equity ETF 10,011 shares (about $709.88K) Largest Sales this Quarter Nuveen ESG Small-Cap ETF 13,605 shares (about $613.04K)Dimensional Emerging Core Equity Market ETF 14,172 shares (about $479.86K)Vanguard FTSE Developed Markets ETF 1,830 shares (about $117.27K)Dimensional International Small Cap ETF 2,636 shares (about $88.75K)iShares ESG MSCI KLD 400 ETF 600 shares (about $72.71K) 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$24,472,003$709,879 ▲3.0%345,11411.7%ETFDFAIDimensional International Core Equity Market ETF$22,529,307$33,661 ▼-0.1%578,26810.8%ETFDFASDimensional U.S. Small Cap ETF$19,757,695$586,395 ▲3.1%277,7699.5%ETFAVIGAvantis Core Fixed Income ETF$14,665,143$3,101,540 ▲26.8%353,0377.0%ETFVNQVanguard Real Estate ETF$14,026,006$899,238 ▲6.9%158,1296.7%ETFDFAEDimensional Emerging Core Equity Market ETF$10,362,855$479,864 ▼-4.4%306,0505.0%ETFDFISDimensional International Small Cap ETF$10,078,196$88,754 ▼-0.9%299,3234.8%ETFDFSIDimensional International Sustainability Core 1 ETF$8,226,961$89,464 ▲1.1%194,0323.9%ETFIVViShares Core S&P 500 ETF$7,844,342$69,893 ▼-0.9%12,0093.8%ETFDFSUDimensional US Sustainability Core 1 ETF$5,996,546$571,315 ▲10.5%145,9372.9%ETFNUSCNuveen ESG Small-Cap ETF$5,529,131$613,041 ▼-10.0%122,7062.6%ETFDFSBDimensional Global Sustainability Fixed Income ETF$5,418,400$923,091 ▲20.5%104,7182.6%ETFVTEBVanguard Tax-Exempt Bond ETF$4,293,682$377,717 ▲9.6%86,0632.1%ETFAVSFAvantis Short-Term Fixed Income ETF$4,183,645$1,820,991 ▲77.1%89,3942.0%ETFNUDMNuveen ESG International Developed Markets Equity ETF$4,116,923$625,892 ▲17.9%114,0112.0%ETFVEAVanguard FTSE Developed Markets ETF$4,015,086$117,267 ▼-2.8%62,6571.9%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$3,281,073$61,140 ▲1.9%77,4391.6%ETFNUEMNuveen ESG Emerging Markets Equity ETF$2,956,193$203,497 ▲7.4%80,4651.4%ETFAVSCAvantis U.S. Small Cap Equity ETF$2,909,034$262,906 ▲9.9%46,6941.4%ETFBNDVanguard Total Bond Market ETF$2,793,244$221,436 ▲8.6%37,9311.3%ETFBSVVanguard Short-Term Bond ETF$2,785,635$625,233 ▲28.9%35,5271.3%ETFIWMiShares Russell 2000 ETF$2,720,064$18,104 ▼-0.7%10,9681.3%FinanceMANAGER DIRECTED PORTFOLIOS$2,508,637$290,231 ▲13.1%242,8501.2%VERT GLB SUST REDSIiShares ESG MSCI KLD 400 ETF$2,245,774$72,714 ▼-3.1%18,5311.1%ETFBNDXVanguard Total International Bond ETF$2,053,102$340,294 ▲19.9%42,7281.0%ETFTOLZDJ Brookfield Global Infrastructure ETF$1,996,973$123,379 ▲6.6%33,2941.0%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$1,981,535$56,234 ▲2.9%19,5920.9%ETFIWFiShares Russell 1000 Growth ETF$1,808,4680.0%4,2410.9%ETFPAVEGlobal X U.S. Infrastructure Development ETF$1,397,376$19,562 ▲1.4%27,5020.7%ETFAVEMAvantis Emerging Markets Equity ETF$1,328,198$52,860 ▲4.1%16,4830.6%ETFAVDEAvantis International Equity ETF$1,033,860$100,535 ▲10.8%12,1860.5%ETFCGWInvesco S&P Global Water Index ETF$1,015,653$33,506 ▼-3.2%15,8840.5%ETFDFAUDimensional US Core Equity Market ETF$853,046$4,963 ▼-0.6%18,9060.4%ETFVBVanguard Small-Cap ETF$754,407$329,005 ▲77.3%2,8800.4%ETFSPYSPDR S&P 500 ETF Trust$723,8280.0%1,1130.3%FinanceESMLiShares ESG Aware MSCI USA Small-Cap ETF$638,061$638,061 ▲New Holding13,5700.3%ETFDIMENSIONAL ETF TRUST$631,366$283,643 ▲81.6%8,7590.3%US CORE EQUITY 1DFCFDimensional Core Fixed Income ETF$466,015$85,958 ▲22.6%11,0380.2%ETFVOVanguard Mid-Cap ETF$415,959$19,247 ▼-4.4%1,4480.2%ETFMUBiShares National Muni Bond ETF$410,270$637 ▼-0.2%3,8650.2%ETFAVDVAvantis International Small Cap Value ETF$381,738$82,379 ▲27.5%3,8230.2%ETFIWOiShares Russell 2000 Growth ETF$367,8070.0%1,1720.2%ETFSUSAiShares MSCI USA ESG Select ETF$328,620$132 ▲0.0%2,4880.2%ETFVVVanguard Large-Cap ETF$319,284$37,668 ▼-10.6%1,0680.2%ETFVOOVanguard S&P 500 ETF$297,500$597 ▲0.2%4980.1%ETFAAPLApple$295,6650.0%1,1650.1%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$295,423$19,637 ▼-6.2%2,3770.1%ETFDFARDimensional US Real Estate ETF$288,074$166 ▲0.1%12,1810.1%ETFFDMFirst Trust Dow Jones Select MicroCap Index Fund$279,3370.0%3,4030.1%ETFSLYVSPDR S&P 600 Small Cap Value ETF$275,0740.0%2,9080.1%ETFGOOGAlphabet$236,6600.0%8250.1%Computer and TechnologyEFAiShares MSCI EAFE ETF$233,6950.0%2,4060.1%FinanceMSFTMicrosoft$0$224,400 ▼-100.0%00.0%Computer and TechnologyShowing 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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