§ 13F · FUND PROFILE
Allodium Investment Consultants, LLC.
AUM · $235M (13F)Positions · 57Turnover · n/a · Q2Filed · Jul 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | 341K | $28M | 11.9% | −1% |
| 2 | DFAI | DIMENSIONAL ETF TRUST | 595K | $25M | 10.4% | +3% |
| 3 | DFAS | DIMENSIONAL ETF TRUST | 271K | $22M | 9.5% | −2% |
| 4 | AVIG | AMERICAN CENTY ETF TR | 383K | $16M | 6.7% | +9% |
| 5 | VNQ | VANGUARD INDEX FDS | 154K | $15M | 6.3% | −3% |
| 6 | DFAE | DIMENSIONAL ETF TRUST | 289K | $12M | 4.9% | −6% |
| 7 | DFIS | DIMENSIONAL ETF TRUST | 309K | $11M | 4.6% | +3% |
| 8 | DFSI | DIMENSIONAL ETF TRUST | 202K | $9M | 3.9% | +4% |
| 9 | IVV | ISHARES TR | 12K | $9M | 3.8% | −1% |
| 10 | NUSC | NUSHARES ETF TR | 130K | $7M | 2.9% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALLODIUM SIGNAL
AC read
Allodium Investment Consultants, LLC is a Other fund managing $235 million in assets. The fund runs a portfolio of 57 positions.
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