Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Allodium Investment Consultants, LLC (CIK 2052983) reported $208.8M across 52 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFUS ($24.5M, 11.72%), DFAI ($22.5M, 10.79%), DFAS ($19.8M, 9.46%), AVIG ($14.7M, 7.02%), VNQ ($14.0M, 6.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | $24.5M | 11.72% | 345,114 | Added |
| 2 | DFAI | DIMENSIONAL ETF TRUST | $22.5M | 10.79% | 578,268 | Trimmed |
| 3 | DFAS | DIMENSIONAL ETF TRUST | $19.8M | 9.46% | 277,769 | Added |
| 4 | AVIG | AMERICAN CENTY ETF TR | $14.7M | 7.02% | 353,037 | Added |
| 5 | VNQ | VANGUARD INDEX FDS | $14.0M | 6.72% | 158,129 | Added |
| 6 | DFAE | DIMENSIONAL ETF TRUST | $10.4M | 4.96% | 306,050 | Trimmed |
| 7 | DFIS | DIMENSIONAL ETF TRUST | $10.1M | 4.83% | 299,323 | Trimmed |
| 8 | DFSI | DIMENSIONAL ETF TRUST | $8.2M | 3.94% | 194,032 | Added |
| 9 | IVV | ISHARES TR | $7.8M | 3.76% | 12,009 | Trimmed |
| 10 | DFSU | DIMENSIONAL ETF TRUST | $6.0M | 2.87% | 145,937 | Added |
| 11 | NUSC | NUSHARES ETF TR | $5.5M | 2.65% | 122,706 | Trimmed |
| 12 | DFSB | DIMENSIONAL ETF TRUST | $5.4M | 2.59% | 104,718 | Added |
| 13 | VTEB | VANGUARD MUN BD FDS | $4.3M | 2.06% | 86,063 | Added |
| 14 | AVSF | AMERICAN CENTY ETF TR | $4.2M | 2.00% | 89,394 | Added |
| 15 | NUDM | NUSHARES ETF TR | $4.1M | 1.97% | 114,011 | Added |
| 16 | VEA | VANGUARD TAX-MANAGED FDS | $4.0M | 1.92% | 62,657 | Trimmed |
| 17 | DFSE | DIMENSIONAL ETF TRUST | $3.3M | 1.57% | 77,439 | Added |
| 18 | NUEM | NUSHARES ETF TR | $3.0M | 1.42% | 80,465 | Added |
| 19 | AVSC | AMERICAN CENTY ETF TR | $2.9M | 1.39% | 46,694 | Added |
| 20 | BND | VANGUARD BD INDEX FDS | $2.8M | 1.34% | 37,931 | Added |
| 21 | BSV | VANGUARD BD INDEX FDS | $2.8M | 1.33% | 35,527 | Added |
| 22 | IWM | ISHARES TR | $2.7M | 1.30% | 10,968 | Trimmed |
| 23 | VGSR | MANAGER DIRECTED PORTFOLIOS | $2.5M | 1.20% | 242,850 | Added |
| 24 | DSI | ISHARES TR | $2.2M | 1.08% | 18,531 | Trimmed |
| 25 | BNDX | VANGUARD CHARLOTTE FDS | $2.1M | 0.98% | 42,728 | Added |
Source: SEC Form 13F filings · as of 2026-03-31