Allodium Investment Consultants, LLC Incresed Positions in Q2 2025

Allodium Investment Consultants, LLC

  • $158 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
54.6K
+ 13.47%
$28.02 - $34.71 $1.53M - $1.9M
460K $15.9B
DFUS
Dimensional ETF Tr U S Equity

ETFs
16.4K
+ 5.54%
$53.65 - $67.02 $878K - $1.1M
312K $20.9B
DFAS
Dimensional ETF Tr U S Small C

ETFs
31.3K
+ 15.09%
$52.31 - $63.72 $1.64M - $2M
239K $15.2B
DFAE
Dimensional ETF Tr

ETFs
20.1K
+ 7.38%
$22.87 - $28.95 $460K - $583K
293K $8.47B
AVIG
American Centy ETF Tr Avantis

ETFs
31.2K
+ 17.98%
$40.41 - $41.62 $1.26M - $1.3M
205K $8.53B
DFIS
Dimensional ETF Tr Dimensional

ETFs
10.1K
+ 4.03%
$23.2 - $29.84 $235K - $303K
262K $7.82B
DFSU
Dimensional ETF Tr Dimen Us Su
17.1K
+ 14.56%
N/A
135K $5.28B
IVV
Ishares Core S&P 500 ETF

ETFs
328
+ 2.98%
$498.8 - $620.9 $164K - $204K
11.3K $7.04B
DFSI
Dimensional ETF Tr Dimen Intl
229
+ 0.17%
N/A
139K $5.47B
DFSB
Dimensional ETF Tr Dimensional
10.2K
+ 15.56%
N/A
76.1K $3.99B
BNDX
Vanguard Total International B

ETFs
9.41K
+ 63.15%
$48.77 - $49.55 $459K - $466K
24.3K $1.2B
VEA
Vanguard Ftse Developed Market

ETFs
814
+ 1.25%
$45.65 - $57.01 $37.2K - $46.4K
66.1K $3.77B
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.32K
+ 6.84%
$91.62 - $116.16 $121K - $153K
20.6K $2.4B
VNQ
Vanguard Specialized Funds Van

ETFs
4.26K
+ 3.62%
$79.79 - $91.42 $340K - $389K
122K $10.8B
Dimensional ETF Trust
2.62K
+ 77.91%
N/A
5.99K $401M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.27K
+ 8.06%
$48.13 - $49.85 $205K - $213K
57.2K $2.81B
AVEM
American Centy ETF Tr Avantis

ETFs
370
+ 2.48%
$53.08 - $68.54 $19.6K - $25.4K
15.3K $1.05B
DFAU
Dimensional ETF Tr

ETFs
1.84K
+ 10.21%
$34.04 - $42.36 $62.6K - $77.9K
19.9K $841M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.93K
+ 8.01%
$72.02 - $73.82 $139K - $142K
26K $1.91B
Vanguard Wellington Fd
1.28K
+ 12.5%
N/A
11.5K $1.16B
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
647
+ 19.66%
$101.97 - $126.75 $66K - $82K
3.94K $499M
AVSF
American Centy ETF Tr Avantis

ETFs
2.16K
+ 7.11%
$46.28 - $47.03 $100K - $102K
32.6K $1.53B
Manager Directed Portfolios
450
+ 0.25%
N/A
181K $1.89B
VB
Vanguard Small Cap ETF

ETFs
146
+ 9.46%
$193.73 - $237.37 $28.3K - $34.7K
1.69K $400M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
300
+ 12.07%
$90.56 - $109.49 $27.2K - $32.8K
2.79K $305M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
291
+ 1.41%
$77.74 - $78.78 $22.6K - $22.9K
21K $1.65B
AVDV
American Centy ETF Tr Avantis

ETFs
2
+ 0.06%
$61.76 - $79.32 $124 - $159
3.12K $247M
MUB
Ishares National Muni Bond ETF

ETFs
158
+ 4.86%
$102.31 - $105.8 $16.2K - $16.7K
3.41K $356M
Activity Summary
Buys All Purchases 34 New Holdings 5 Increased Positions 29 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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