The Analysis of Allodium Investment Consultants, LLC's Holdings
Currently, Allodium Investment Consultants, LLC holds 52 types of securities in its portfolio with a total value $197.3M. In the most recent quarter, they have increased their positions in DFAI (+95.1K shares, valued at $3.6M), AVIG (+58.0K shares, valued at $2.4M), DFAS (+27.1K shares, valued at $1.9M); decreased their positions in DFSU (-4.0K shares, valued at $175.1K), SUSA (-1.0K shares, valued at $140.2K), NUSC (-2.4K shares, valued at $106.4K); initiated new positions in DFCF (+9.0K shares, valued at $383.1K), N/A (+825 shares, valued at $258.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFUS DIMENSIONAL ETF TRUST335.1K shares6.95%2025-12-312026-01-14
DFAI DIMENSIONAL ETF TRUST579.1K shares19.66%2025-12-312026-01-14 DFAS DIMENSIONAL ETF TRUST269.5K shares11.17%2025-12-312026-01-14 VNQ VANGUARD INDEX FDS148.0K shares15.60%2025-12-312026-01-14 AVIG AMERICAN CENTY ETF TR278.4K shares26.31%2025-12-312026-01-14 DFAE DIMENSIONAL ETF TRUST320.2K shares9.83%2025-12-312026-01-14 DFIS DIMENSIONAL ETF TRUST302.0K shares8.44%2025-12-312026-01-14 IVV ISHARES TR12.1K shares3.11%2025-12-312026-01-14 DFSI DIMENSIONAL ETF TRUST191.9K shares1.97%2025-12-312026-01-14 NUSC NUSHARES ETF TR136.3K shares-1.72%2025-12-312026-01-14 DFSU DIMENSIONAL ETF TRUST132.0K shares-2.96%2025-12-312026-01-14 DFSB DIMENSIONAL ETF TRUST86.9K shares2.74%2025-12-312026-01-14 VEA VANGUARD TAX-MANAGED FDS64.5K shares-1.67%2025-12-312026-01-14 VTEB VANGUARD MUN BD FDS78.5K shares5.21%2025-12-312026-01-14 NUDM NUSHARES ETF TR96.7K shares-0.61%2025-12-312026-01-14 DFSE DIMENSIONAL ETF TRUST76.0K shares-0.31%2025-12-312026-01-14 IWM ISHARES TR11.0K shares-1.17%2025-12-312026-01-14 NUEM NUSHARES ETF TR74.9K shares2.93%2025-12-312026-01-14 BND VANGUARD BD INDEX FDS34.9K shares15.84%2025-12-312026-01-14 AVSC AMERICAN CENTY ETF TR42.5K shares14.21%2025-12-312026-01-14 DSI ISHARES TR19.1K shares-4.11%2025-12-312026-01-14 AVSF AMERICAN CENTY ETF TR50.5K shares42.30%2025-12-312026-01-14 VGSR MANAGER DIRECTED PORTFOLIOS214.8K shares4.69%2025-12-312026-01-14 BSV VANGUARD BD INDEX FDS27.6K shares17.66%2025-12-312026-01-14 IWF ISHARES TR4.2K shares0.00%2025-12-312026-01-14 VTES VANGUARD WELLINGTON FD19.0K shares19.90%2025-12-312026-01-14 BNDX VANGUARD CHARLOTTE FDS35.6K shares38.66%2025-12-312026-01-14 TOLZ PROSHARES TR31.2K shares192.18%2025-12-312026-01-14 PAVE GLOBAL X FDS27.1K shares6.88%2025-12-312026-01-14 AVEM AMERICAN CENTY ETF TR15.8K shares-1.24%2025-12-312026-01-14 CGW INVESCO EXCH TRADED FD TR II16.4K shares0.55%2025-12-312026-01-14 AVDE AMERICAN CENTY ETF TR11.0K shares-1.54%2025-12-312026-01-14 DFAU DIMENSIONAL ETF TRUST19.0K shares-0.17%2025-12-312026-01-14 SPY SPDR S&P 500 ETF TR1.1K shares0.00%2025-12-312026-01-14 VO VANGUARD INDEX FDS1.5K shares-5.61%2025-12-312026-01-14 VB VANGUARD INDEX FDS1.6K shares-3.96%2025-12-312026-01-14 MUB ISHARES TR3.9K shares7.02%2025-12-312026-01-14 DFCF DIMENSIONAL ETF TRUST9.0K sharesnew addition2025-12-312026-01-14 IWO ISHARES TR1.2K shares0.00%2025-12-312026-01-14 VV VANGUARD INDEX FDS1.2K shares-19.11%2025-12-312026-01-14 DCOR DIMENSIONAL ETF TRUST4.8K shares-19.69%2025-12-312026-01-14 SUSA ISHARES TR2.5K shares-28.80%2025-12-312026-01-14 AAPL APPLE INC1.2K shares11.48%2025-12-312026-01-14 IJR ISHARES TR2.5K shares-7.35%2025-12-312026-01-14 AVDV AMERICAN CENTY ETF TR3.0K shares2.01%2025-12-312026-01-14 DFAR DIMENSIONAL ETF TRUST12.2K shares18.16%2025-12-312026-01-14 FDM FIRST TR EXCHANGE-TRADED FD3.4K shares0.00%2025-12-312026-01-14 SLYV SPDR SERIES TRUST2.9K shares0.00%2025-12-312026-01-14 ALPHABET INC ALPHABET INC825 sharesnew addition2025-12-312026-01-14 EFA ISHARES TR2.4K shares0.00%2025-12-312026-01-14 MSFT MICROSOFT CORP464 shares4.50%2025-12-312026-01-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available