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CIK: 0002052983
Total reported value
$235.5M
$235.5M
51 檔
33.1%
According to the latest 13F quarterly dataset, Allodium Investment Consultants, LLC managed an equity portfolio of $235.5M at the end of Q3 2025, spanning 51 distinct U.S. exchange-listed positions.
In Q3 2025, Allodium Investment Consultants, LLC displayed an active expansion posture, initiating 6 new positions and adding to 33 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 12.81% | +0.15% | +0.42% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 9.93% | -0.36% | +5.18% | |
| 3 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 9.37% | +0.01% | +1.50% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-Other | 6.61% | -0.42% | +5.17% | |
| 5 | AVIG | Avantis Core Fixed Income | ETF-Other | 5.24% | -0.28% | +7.54% | |
| 6 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 5.19% | -0.03% | -0.37% | |
| 7 | DFIS | Dimensional International Sm | ETF-Other | 4.97% | -0.24% | +6.18% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.44% | +0.02% | +3.60% | |
| 9 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 4.35% | -0.07% | +35.52% | |
| 10 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 3.45% | +0.24% | +2.94% | |
| 11 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 3.26% | -0.05% | +1.15% | |
| 12 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 2.54% | -0.14% | +11.11% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.22% | -0.05% | -0.77% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.11% | -0.26% | +30.40% | |
| 15 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 2.07% | +0.06% | +0.83% | |
| 16 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 1.77% | +0.03% | +25.93% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.53% | +0.09% | +0.79% | |
| 18 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 1.47% | +0.04% | -5.08% | |
| 19 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 1.42% | -0.08% | -3.34% | |
| 20 | BND | Vanguard Total Bond Market | ETF-Other | 1.27% | +0.08% | +16.07% | |
| 21 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 1.23% | +0.05% | +13.46% | |
| 22 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 1.20% | +0.13% | +27.15% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.12% | +0.02% | +9.93% | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.04% | -0.09% | +11.52% | |
| 25 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 0.95% | -0.03% | +8.90% | |
| 26 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.91% | -0.33% | +38.13% | |
| 27 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.72% | +0.05% | +5.74% | |
| 28 | PAVE | Global X US Infrastructure | ETF-Other | 0.68% | +0.01% | -4.00% | |
| 29 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.68% | +0.01% | +4.74% | |
| 30 | CGW | Invesco S&p Global Water Ind | ETF-Other | 0.59% | -0.13% | +2.64% | |
| 31 | AVDE | Avantis International Equity | ETF-Other | 0.50% | -0.03% | — | |
| 32 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.49% | — | -4.06% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.42% | -0.02% | — | |
| 34 | TOLZ | Proshares Glb Infrastructure | ETF-Other | 0.33% | -0.10% | +56.44% | |
| 35 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.27% | — | -11.30% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.27% | — | +0.19% | |
| 37 | VV | Vanguard Large-cap ETF | ETF-Other | 0.26% | +0.01% | +0.27% | |
| 38 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.24% | +0.11% | +0.25% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-Other | 0.24% | +0.01% | +0.12% | |
| 40 | MUB | Ishares National Muni Bond E | ETF-Other | 0.22% | -0.02% | +6.13% | |
| 41 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.21% | +0.02% | — | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.18% | -0.01% | -1.79% | |
| 43 | AAPL | Apple Inc | Stock-Tech | 0.15% | -0.02% | -30.89% | |
| 44 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.15% | -0.01% | -5.74% | |
| 45 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.15% | — | — | |
| 46 | FDM | First Trust Dow J Select Mic | ETF-Other | 0.15% | — | — | |
| 47 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.14% | -0.01% | +5.57% | |
| 48 | MSFT | Microsoft CORP | Stock-Tech | 0.13% | — | -34.71% | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.13% | — | — | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.12% | +0.01% | -3.03% |
According to official SEC Form 13F filings, Allodium Investment Consultants, LLC reported a total U.S. public equity portfolio value of $235.5M across 51 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFUS, DFAI, DFAS) accounted for 33.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
TOLZ
市值: $578.6K
Top Position Liquidated / Trimmed
VONG
前期市值: $235.5K
During Q3 2025, Allodium Investment Consultants, LLC's top holdings by market value included DFUS (12.8%)、DFAI (9.9%)、DFAS (9.4%). The largest single position, DFUS, represented 12.8% of total portfolio value.
In Q3 2025, Allodium Investment Consultants, LLC made 46 total portfolio adjustments, initiating 6 new buys, adding to 33 positions, trimming 6 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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