Allodium Investment Consultants, LLC Top Holdings and 13F Report (2025) About Allodium Investment Consultants, LLCInvestment ActivityAllodium Investment Consultants, LLC has $135.44 million in total holdings as of March 31, 2025.Allodium Investment Consultants, LLC owns shares of 46 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 13.72% of the portfolio was purchased this quarter.About 1.28% of the portfolio was sold this quarter.This quarter, Allodium Investment Consultants, LLC has purchased 47 new stocks and bought additional shares in 31 stocks.Allodium Investment Consultants, LLC sold shares of 9 stocks and completely divested from 2 stocks this quarter.Largest Holdings Dimensional U.S. Equity ETF $17,878,825Dimensional International Core Equity Market ETF $12,664,624Dimensional U.S. Small Cap ETF $12,399,187Vanguard Real Estate ETF $10,635,709Avantis Core Fixed Income ETF $7,189,077 Largest New Holdings this Quarter 25434V625 - DIMENSIONAL ETF TRUST $206,557 Holding Largest Purchases this Quarter Avantis Core Fixed Income ETF 131,725 shares (about $5.45M)Dimensional U.S. Small Cap ETF 48,602 shares (about $2.90M)Dimensional U.S. Equity ETF 46,232 shares (about $2.80M)Nuveen ESG Small-Cap ETF 31,248 shares (about $1.20M)Dimensional International Sustainability Core 1 ETF 25,909 shares (about $903.97K) Largest Sales this Quarter Dimensional International Core Equity Market ETF 15,671 shares (about $489.41K)NuShares ESG International Developed Markets Equity ETF 10,897 shares (about $347.07K)Vanguard FTSE Developed Markets ETF 3,920 shares (about $199.25K)Dimensional Emerging Core Equity Market ETF 4,136 shares (about $107.08K)Avantis Emerging Markets Equity ETF 1,267 shares (about $76.24K) 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$17,878,825$2,796,107 ▲18.5%295,61613.2%ETFDFAIDimensional International Core Equity Market ETF$12,664,624$489,406 ▼-3.7%405,5279.4%ETFDFASDimensional U.S. Small Cap ETF$12,399,187$2,903,966 ▲30.6%207,5189.2%ETFVNQVanguard Real Estate ETF$10,635,709$896,072 ▲9.2%117,4707.9%ETFAVIGAvantis Core Fixed Income ETF$7,189,077$5,452,103 ▲313.9%173,6915.3%ETFDFAEDimensional Emerging Core Equity Market ETF$7,055,843$107,081 ▼-1.5%272,5325.2%ETFDFISDimensional International Small Cap ETF$6,513,790$291,346 ▲4.7%252,0824.8%ETFIVViShares Core S&P 500 ETF$6,189,316$171,941 ▲2.9%11,0154.6%ETFNUSCNuveen ESG Small-Cap ETF$5,467,896$1,198,048 ▲28.1%142,6164.0%ETFDFSIDimensional International Sustainability Core 1 ETF$4,837,549$903,968 ▲23.0%138,6513.6%ETFDFSUDimensional US Sustainability Core 1 ETF$4,205,147$820,983 ▲24.3%117,4293.1%ETFDFSBDimensional Global Sustainability Fixed Income ETF$3,391,943$732,433 ▲27.5%65,8632.5%ETFVEAVanguard FTSE Developed Markets ETF$3,318,058$199,252 ▼-5.7%65,2782.4%ETFNUDMNuShares ESG International Developed Markets Equity ETF$3,074,163$347,070 ▼-10.1%96,5202.3%ETFVTEBVanguard Tax-Exempt Bond ETF$2,626,959$59,345 ▲2.3%52,9421.9%ETFNUEMNuveen ESG Emerging Markets Equity ETF$2,270,147$156,750 ▲7.4%77,6121.7%ETFIWMiShares Russell 2000 ETF$2,230,498$10,573 ▼-0.5%11,1811.6%FinanceDFSEDimensional Emerging Markets Sustainability Core 1 ETF$2,058,502$86,423 ▲4.4%61,1191.5%ETFDSIiShares ESG MSCI KLD 400 ETF$1,978,367$245,683 ▲14.2%19,3181.5%ETFMANAGER DIRECTED PORTFOLIOS$1,828,643$93,744 ▲5.4%180,3401.4%VERT GLB SUST REBNDVanguard Total Bond Market ETF$1,766,290$110,173 ▲6.7%24,0481.3%ETFBSVVanguard Short-Term Bond ETF$1,620,999$41,488 ▲2.6%20,7081.2%ETFAVSFAvantis Short-Term Fixed Income ETF$1,421,574$297,215 ▲26.4%30,4151.0%ETFIWFiShares Russell 1000 Growth ETF$1,414,824$29,611 ▼-2.1%3,9181.0%ETFPAVEGlobal X U.S. Infrastructure Development ETF$1,044,910$217,366 ▲26.3%27,6940.8%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$1,026,911$216,298 ▲26.7%10,2170.8%ETFCGWInvesco S&P Global Water Index ETF$997,489$2,840 ▲0.3%17,9110.7%ETFAVSCAvantis U.S. Small Cap Equity ETF$924,487$227,722 ▲32.7%19,1010.7%ETFAVEMAvantis Emerging Markets Equity ETF$898,340$76,236 ▼-7.8%14,9300.7%ETFAVDEAvantis International Equity ETF$740,435$125,648 ▲20.4%11,1730.5%ETFBNDXVanguard Total International Bond ETF$727,536$90,027 ▲14.1%14,9020.5%ETFDFAUDimensional US Core Equity Market ETF$692,523$68,730 ▲11.0%18,0160.5%ETFSPYSPDR S&P 500 ETF Trust$622,6010.0%1,1130.5%FinanceVOVanguard Mid-Cap ETF$414,296$776 ▲0.2%1,6020.3%ETFVVVanguard Large-Cap ETF$378,279$4,369 ▼-1.1%1,4720.3%ETFSUSAiShares MSCI USA ESG Select ETF$378,050$97,183 ▲34.6%3,2910.3%ETFMUBiShares National Muni Bond ETF$342,726$23,833 ▲7.5%3,2500.3%ETFVBVanguard Small-Cap ETF$342,191$35,705 ▲11.6%1,5430.3%ETFIWOiShares Russell 2000 Growth ETF$299,4990.0%1,1720.2%ETFIJRiShares Core S&P Small-Cap ETF$260,005$732 ▲0.3%2,4860.2%ETFVONGVanguard Russell 1000 Growth ETF$235,495$7,237 ▲3.2%2,5380.2%ETFSLYVSPDR S&P 600 Small Cap Value ETF$228,0160.0%2,9080.2%ETFAVDVAvantis International Small Cap Value ETF$217,327$33,966 ▼-13.5%3,1160.2%ETFFDMFirst Trust Dow Jones Select Microcap Index Fund$211,6140.0%3,4030.2%ETFIJTiShares S&P Small-Cap 600 Growth ETF$210,4060.0%1,6900.2%ETFDIMENSIONAL ETF TRUST$206,557$206,557 ▲New Holding3,3680.2%US CORE EQUITY 1AAPLApple$0$228,383 ▼-100.0%00.0%Computer and TechnologyVOOVanguard S&P 500 ETF$0$213,319 ▼-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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