Allodium Investment Consultants, LLC New Holdings in Q4 2024

Allodium Investment Consultants, LLC

  • $120 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
249K
New
$61.52 - $66.5 $15.3M - $16.6M
249K $15.9B
DFAI
Dimensional ETF Tr

ETFs
421K
New
$29.0 - $31.6 $12.2M - $13.3M
421K $12.3B
DFAS
Dimensional ETF Tr U S Small C

ETFs
159K
New
$63.58 - $71.15 $10.1M - $11.3M
159K $10.3B
VNQ
Vanguard Specialized Funds Van

ETFs
108K
New
$87.85 - $98.6 $9.45M - $10.6M
108K $9.58B
DFAE
Dimensional ETF Tr

ETFs
277K
New
$25.36 - $28.15 $7.02M - $7.79M
277K $7.02B
IVV
Ishares Core S&P 500 ETF

ETFs
10.7K
New
$570.51 - $610.59 $6.11M - $6.54M
10.7K $6.3B
DFIS
Dimensional ETF Tr Dimensional

ETFs
241K
New
$24.25 - $26.7 $5.84M - $6.43M
241K $5.91B
NUSC
Nuveen Esg Small Cap ETF

ETFs
111K
New
$41.74 - $46.2 $4.65M - $5.15M
111K $4.66B
DFSI
Dimensional ETF Tr Dimen Intl
113K
New
N/A
113K $3.7B
DFSU
Dimensional ETF Tr Dimen Us Su
94.5K
New
N/A
94.5K $3.58B
NUDM
Nuveen Esg International Devel

ETFs
107K
New
$30.06 - $33.38 $3.23M - $3.59M
107K $3.23B
DFSB
Dimensional ETF Tr Dimensional
51.6K
New
N/A
51.6K $2.63B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
51.7K
New
$49.79 - $51.14 $2.58M - $2.65M
51.7K $2.59B
IWM
Ishares Russell 2000 ETF

ETFs
11.2K
New
$216.13 - $242.4 $2.43M - $2.72M
11.2K $2.48B
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
72.3K
New
$29.02 - $32.11 $2.1M - $2.32M
72.3K $2.1B
DFSE
Dimensional ETF Tr Dimen Emrgn
58.6K
New
N/A
58.6K $1.94B
DSI
Ishares Msci Kld 400 Social Et

ETFs
16.9K
New
$107.41 - $115.71 $1.82M - $1.96M
16.9K $1.87B
Manager Directed Portfolios
171K
New
N/A
171K $1.73B
AVIG
American Centy ETF Tr Avantis

ETFs
42K
New
$40.48 - $42.48 $1.7M - $1.78M
42K $1.7B
BND
Vanguard Bd Index Fd Inc Total

ETFs
22.5K
New
$71.75 - $75.11 $1.62M - $1.69M
22.5K $1.62B
IWF
Ishares Russell 1000 Gr ETF

ETFs
4K
New
$370.24 - $418.94 $1.48M - $1.68M
4K $1.61B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
20.2K
New
$77.02 - $78.58 $1.55M - $1.59M
20.2K $1.56B
AVSF
American Centy ETF Tr Avantis

ETFs
24.1K
New
$46.02 - $47.0 $1.11M - $1.13M
24.1K $1.11B
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
17.9K
New
$54.2 - $60.92 $968K - $1.09M
17.9K $968M
AVEM
American Centy ETF Tr Avantis

ETFs
16.2K
New
$58.59 - $66.14 $949K - $1.07M
16.2K $952M
PAVE
Global X Fds Us Infrastructure

ETFs
21.9K
New
$40.41 - $45.95 $886K - $1.01M
21.9K $886M
Vanguard Wellington Fd
8.07K
New
N/A
8.07K $809M
AVSC
American Centy ETF Tr Avantis
14.4K
New
$52.7 - $59.57 $759K - $858K
14.4K $783M
DFAU
Dimensional ETF Tr

ETFs
16.2K
New
$39.27 - $42.38 $637K - $688K
16.2K $657M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.11K
New
$567.81 - $607.81 $632K - $676K
1.11K $652M
BNDX
Vanguard Total International B

ETFs
13.1K
New
$48.91 - $50.61 $639K - $661K
13.1K $641M
AVDE
American Centy ETF Tr Avantis

ETFs
9.28K
New
$60.9 - $66.69 $565K - $619K
9.28K $569M
VO
Vanguard Mid Cap ETF

ETFs
1.6K
New
$261.5 - $284.63 $418K - $455K
1.6K $422M
VV
Vanguard Large Cap ETF

ETFs
1.49K
New
$260.27 - $280.65 $388K - $418K
1.49K $401M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.17K
New
$278.19 - $315.36 $326K - $370K
1.17K $337M
VB
Vanguard Small Cap ETF

ETFs
1.38K
New
$233.76 - $261.58 $323K - $362K
1.38K $332M
MUB
Ishares National Muni Bond ETF

ETFs
3.02K
New
$105.78 - $108.7 $320K - $329K
3.02K $322M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
2.45K
New
$118.0 - $127.04 $289K - $311K
2.45K $297M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.48K
New
$113.92 - $127.38 $282K - $316K
2.48K $286M
VONG
Vanguard Russell 1000 Growth E

ETFs
2.46K
New
$95.27 - $107.82 $234K - $265K
2.46K $254M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.91K
New
$84.34 - $95.14 $245K - $277K
2.91K $254M
AVDV
American Centy ETF Tr Avantis

ETFs
3.6K
New
$63.85 - $70.4 $230K - $254K
3.6K $235M
FDM
First Trust Dow Jones Select M

ETFs
3.4K
New
$62.59 - $73.1 $213K - $249K
3.4K $232M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.69K
New
$134.53 - $150.65 $227K - $255K
1.69K $229M
AAPL
Apple Inc.

Technology
912
New
$221.69 - $259.02 $202K - $236K
912 $228M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
396
New
$521.84 - $558.82 $207K - $221K
396 $213M
Activity Summary
Buys All Purchases 47 New Holdings 47 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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