Data as of Q4 2025 (Dec 31, 2025)

Allodium Investment Consultants, LLC

•CIK: 2052983•Filing: Q4 2025

**Allodium Investment Consultants, LLC** manages $197M across a diversified portfolio of 52 positions. The fund exhibits significant concentration in select names, with top holdings including DFUS at $24.9M and DFAI at $22.1M. Notable allocations also include DFAS ($18.8M) and VNQ ($13.1M), suggesting a tactical focus across sectors. This positioning indicates a concentrated, actively managed approach within its current mandate.

Total AUM
$197.3M
QoQ Performance
+11.4%
Positions
20
Top 10 Concentration
67.6%
Latest Filing
Q4 2025

Top Holdings Allocation

DFUS
DFAI
DFAS
VNQ
AVIG
DFAE
DFIS
DFUS12.6%
DFAI11.2%
DFAS9.5%
VNQ6.6%
AVIG5.9%
DFAE5.3%
DFIS5.0%
IVV4.2%

📈 Biggest Buys

DFAI
DIMENSIONAL ETF TRUST
+19.7%
11.2% of portfolio
AVIG
AMERICAN CENTY ETF TR
+26.3%
5.9% of portfolio
DFAS
DIMENSIONAL ETF TRUST
+11.2%
9.5% of portfolio
VNQ
VANGUARD INDEX FDS
+15.6%
6.6% of portfolio
DFUS
DIMENSIONAL ETF TRUST
+7.0%
12.6% of portfolio

📉 Biggest Sells

DFSU
DIMENSIONAL ETF TRUST
-3.0%
2.9% of portfolio
SUSA
ISHARES TR
-28.8%
0.2% of portfolio
NUSC
NUSHARES ETF TR
-1.7%
3.1% of portfolio
DSI
ISHARES TR
-4.1%
1.2% of portfolio
VV
VANGUARD INDEX FDS
-19.1%
0.2% of portfolio

Sector Breakdown

Other94.8%
ETF4.7%
Technology0.4%

🚪 Exited Positionssold since Q3 2025

IJT
ISHARES TR
SOLD
$211.7K

Changes from Q3 2025

NEW2 new positions
↑28 increased
↓16 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

DFUS12.6%
DIMENSIONAL ETF TRUST
$24.9M
DFAI11.2%
DIMENSIONAL ETF TRUST
$22.1M
DFAS9.5%
DIMENSIONAL ETF TRUST
$18.8M
VNQ6.6%
VANGUARD INDEX FDS
$13.1M
AVIG5.9%
AMERICAN CENTY ETF TR
$11.7M

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