account_balance

Investment manager · 13F filer · SEC CIK 2052983

Allodium Investment Consultants, LLC

Reported value$244Mas of Sep 30, 2026
Positions56 1 new, 2 sold out
Top 10 weight64.8%DFUS alone is 12%
FiledOct 1414 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFUS Dimensional ETF Trust 11.6% Held
DFAI Dimensional ETF Trust 10.8% Added +6%
DFAS Dimensional ETF Trust 9.1% Added +5%
AVIG American Centy ETF Tr 6.8% Added +10%
VNQ Vanguard Index FDS 6.0% Added +6%
DFAE Dimensional ETF Trust 4.9% Added +6%
DFIS Dimensional ETF Trust 4.9% Added +7%
DFSI Dimensional ETF Trust 4.0% Added +8%
IVV iShares Tr 3.7% Trimmed −2%
DFSU Dimensional ETF Trust 2.9% Added +6%
DFSB Dimensional ETF Trust 2.5% Added +9%
NUSC Nushares ETF Tr 2.3% Trimmed −13%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 14, 2026 filing
add_circleNew
  • FTMN $1.42M
arrow_upwardAdded
  • DFMC +276%
  • ESML +162%
  • SUSA +82%
  • AVDE +34%
arrow_downwardTrimmed
  • NUSC −13%
  • VB −9%
  • DSI −3%
  • SPY −3%
remove_circleSold out
  • DCOR $975K
  • DFAR $314K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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