Allodium Investment Consultants, LLC Incresed Positions in Q1 2025

Allodium Investment Consultants, LLC

  • $135 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVIG
American Centy ETF Tr Avantis

ETFs
132K
+ 313.89%
$40.06 - $41.55 $5.28M - $5.47M
174K $7.19B
DFAS
Dimensional ETF Tr U S Small C

ETFs
48.6K
+ 30.58%
$58.81 - $68.2 $2.86M - $3.31M
208K $12.4B
DFUS
Dimensional ETF Tr U S Equity

ETFs
46.2K
+ 18.54%
$59.61 - $66.71 $2.76M - $3.08M
296K $17.9B
DFSI
Dimensional ETF Tr Dimen Intl
25.9K
+ 22.98%
N/A
139K $4.84B
VNQ
Vanguard Specialized Funds Van

ETFs
9.9K
+ 9.2%
$85.55 - $94.34 $847K - $934K
117K $10.6B
NUSC
Nuveen Esg Small Cap ETF

ETFs
31.2K
+ 28.06%
$37.9 - $43.9 $1.18M - $1.37M
143K $5.47B
DFSB
Dimensional ETF Tr Dimensional
14.2K
+ 27.54%
N/A
65.9K $3.39B
DFSU
Dimensional ETF Tr Dimen Us Su
22.9K
+ 24.26%
N/A
117K $4.21B
DFIS
Dimensional ETF Tr Dimensional

ETFs
11.3K
+ 4.68%
$23.92 - $26.89 $270K - $303K
252K $6.51B
AVSF
American Centy ETF Tr Avantis

ETFs
6.36K
+ 26.43%
$45.96 - $46.74 $292K - $297K
30.4K $1.42B
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
5.36K
+ 7.42%
$28.11 - $30.42 $151K - $163K
77.6K $2.27B
AVDE
American Centy ETF Tr Avantis

ETFs
1.9K
+ 20.44%
$60.63 - $68.55 $115K - $130K
11.2K $740M
PAVE
Global X Fds Us Infrastructure

ETFs
5.76K
+ 26.27%
$37.31 - $43.82 $215K - $252K
27.7K $1.04B
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.5K
+ 6.65%
$71.17 - $73.66 $107K - $110K
24K $1.77B
AVSC
American Centy ETF Tr Avantis
4.71K
+ 32.68%
$48.08 - $56.12 $226K - $264K
19.1K $924M
DFSE
Dimensional ETF Tr Dimen Emrgn
2.57K
+ 4.38%
N/A
61.1K $2.06B
DSI
Ishares Msci Kld 400 Social Et

ETFs
2.4K
+ 14.18%
$101.98 - $115.66 $245K - $277K
19.3K $1.98B
Manager Directed Portfolios
9.25K
+ 5.4%
N/A
180K $1.83B
BNDX
Vanguard Total International B

ETFs
1.84K
+ 14.12%
$48.33 - $49.5 $89.1K - $91.3K
14.9K $728M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
846
+ 34.6%
$113.22 - $126.36 $95.8K - $107K
3.29K $378M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
530
+ 2.63%
$76.94 - $78.28 $40.8K - $41.5K
20.7K $1.62B
DFAU
Dimensional ETF Tr

ETFs
1.79K
+ 11.02%
$37.84 - $42.29 $67.7K - $75.6K
18K $693M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.2K
+ 2.31%
$49.25 - $50.66 $58.9K - $60.6K
52.9K $2.63B
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
51
+ 0.29%
$52.16 - $56.68 $2.66K - $2.89K
17.9K $997M
MUB
Ishares National Muni Bond ETF

ETFs
226
+ 7.47%
$104.71 - $107.69 $23.7K - $24.3K
3.25K $343M
VB
Vanguard Small Cap ETF

ETFs
161
+ 11.65%
$217.89 - $252.64 $35.1K - $40.7K
1.54K $342M
VO
Vanguard Mid Cap ETF

ETFs
3
+ 0.19%
$251.87 - $277.95 $756 - $834
1.6K $414M
VONG
Vanguard Russell 1000 Growth E

ETFs
78
+ 3.17%
$92.71 - $107.38 $7.23K - $8.38K
2.54K $235M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7
+ 0.28%
$102.49 - $119.96 $717 - $840
2.49K $260M
IVV
Ishares Core S&P 500 ETF

ETFs
306
+ 2.86%
$554.06 - $615.85 $170K - $188K
11K $6.19B
Activity Summary
Buys All Purchases 32 New Holdings 1 Increased Positions 31 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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