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Allodium Investment Consultants, LLC

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13F filer, CIK 2052983, MINNEAPOLIS, MN

Allodium Investment Consultants, LLC reported $158,000,658 across 49 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-05. Its ten largest share positions make up 66.9% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-004516

Period
2025-06-30
Reported value
$158M
Holdings
49
Top 10 weight
66.9%
New
5
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFASadded+31,322$2M
DFAIadded+54,634$1.89M
AVIGadded+31,236$1.3M
DFUSadded+16,373$1.1M
DFSUadded+17,092$671K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
NUSCreduced-7,877-$321K
VONGexited-2,538-$235K
IJTexited-1,690-$210K
CGWreduced-2,011-$126K
PAVEreduced-1,267-$55.2K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001085146-25-004516, largest first. % of portfolio is the value over $158,000,658, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 249,384 shares; 2025Q1: 295,616 shares; 2025Q2: 311,989 shares 311,989$20.9M13.23%+16,373Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 421,198 shares; 2025Q1: 405,527 shares; 2025Q2: 460,161 shares 460,161$15.9M10.07%+54,634Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 158,916 shares; 2025Q1: 207,518 shares; 2025Q2: 238,840 shares 238,840$15.2M9.63%+31,322Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107,573 shares; 2025Q1: 117,470 shares; 2025Q2: 121,725 shares 121,725$10.8M6.86%+4,255Timeline
AVIGAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,966 shares; 2025Q1: 173,691 shares; 2025Q2: 204,927 shares 204,927$8.53M5.4%+31,236Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 276,668 shares; 2025Q1: 272,532 shares; 2025Q2: 292,656 shares 292,656$8.47M5.36%+20,124Timeline
DFISDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 240,807 shares; 2025Q1: 252,082 shares; 2025Q2: 262,231 shares 262,231$7.82M4.95%+10,149Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,709 shares; 2025Q1: 11,015 shares; 2025Q2: 11,343 shares 11,343$7.04M4.46%+328Timeline
NUSCNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111,368 shares; 2025Q1: 142,616 shares; 2025Q2: 134,739 shares 134,739$5.49M3.47%-7,877Timeline
DFSIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 112,742 shares; 2025Q1: 138,651 shares; 2025Q2: 138,880 shares 138,880$5.47M3.46%+229Timeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94,503 shares; 2025Q1: 117,429 shares; 2025Q2: 134,521 shares 134,521$5.28M3.34%+17,092Timeline
DFSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,641 shares; 2025Q1: 65,863 shares; 2025Q2: 76,109 shares 76,109$3.99M2.53%+10,246Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,198 shares; 2025Q1: 65,278 shares; 2025Q2: 66,092 shares 66,092$3.77M2.38%+814Timeline
NUDMNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107,417 shares; 2025Q1: 96,520 shares; 2025Q2: 96,465 shares 96,465$3.42M2.17%-55Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,746 shares; 2025Q1: 52,942 shares; 2025Q2: 57,211 shares 57,211$2.81M1.78%+4,269Timeline
NUEMNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,253 shares; 2025Q1: 77,612 shares; 2025Q2: 76,690 shares 76,690$2.55M1.61%-922Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,919 shares; 2025Q1: 19,318 shares; 2025Q2: 20,639 shares 20,639$2.4M1.52%+1,321Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,234 shares; 2025Q1: 11,181 shares; 2025Q2: 11,084 shares 11,084$2.39M1.51%-97Timeline
DFSEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,553 shares; 2025Q1: 61,119 shares; 2025Q2: 60,540 shares 60,540$2.3M1.46%-579Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,548 shares; 2025Q1: 24,048 shares; 2025Q2: 25,974 shares 25,974$1.91M1.21%+1,926Timeline
VGSRMANAGER DIRECTED PORTFOLIOSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 171,095 shares; 2025Q1: 180,340 shares; 2025Q2: 180,790 shares 180,790$1.89M1.2%+450Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,178 shares; 2025Q1: 20,708 shares; 2025Q2: 20,999 shares 20,999$1.65M1.05%+291Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,000 shares; 2025Q1: 3,918 shares; 2025Q2: 3,858 shares 3,858$1.64M1.04%-60Timeline
AVSFAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,056 shares; 2025Q1: 30,415 shares; 2025Q2: 32,578 shares 32,578$1.53M0.97%+2,163Timeline
AVSCAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,396 shares; 2025Q1: 19,101 shares; 2025Q2: 29,250 shares 29,250$1.51M0.95%+10,149Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,058 shares; 2025Q1: 14,902 shares; 2025Q2: 24,313 shares 24,313$1.2M0.76%+9,411Timeline
VTESVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,065 shares; 2025Q1: 10,217 shares; 2025Q2: 11,494 shares 11,494$1.16M0.73%+1,277Timeline
PAVEGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,933 shares; 2025Q1: 27,694 shares; 2025Q2: 26,427 shares 26,427$1.15M0.73%-1,267Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,197 shares; 2025Q1: 14,930 shares; 2025Q2: 15,300 shares 15,300$1.05M0.66%+370Timeline
CGWINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,860 shares; 2025Q1: 17,911 shares; 2025Q2: 15,900 shares 15,900$994K0.63%-2,011Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,228 shares; 2025Q1: 18,016 shares; 2025Q2: 19,856 shares 19,856$841K0.53%+1,840Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,277 shares; 2025Q1: 11,173 shares; 2025Q2: 11,173 shares 11,173$827K0.52%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,113 shares; 2025Q1: 1,113 shares; 2025Q2: 1,113 shares 1,113$688K0.44%0Timeline
SUSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,445 shares; 2025Q1: 3,291 shares; 2025Q2: 3,938 shares 3,938$499K0.32%+647Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,599 shares; 2025Q1: 1,602 shares; 2025Q2: 1,602 shares 1,602$448K0.28%0Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,489 shares; 2025Q1: 1,472 shares; 2025Q2: 1,472 shares 1,472$420K0.27%0Timeline
DCORDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,368 shares; 2025Q2: 5,992 shares 5,992$401K0.25%+2,624Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,382 shares; 2025Q1: 1,543 shares; 2025Q2: 1,689 shares 1,689$400K0.25%+146Timeline
TOLZPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,834 shares 6,834$368K0.23%newTimeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,024 shares; 2025Q1: 3,250 shares; 2025Q2: 3,408 shares 3,408$356K0.23%+158Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 680 shares 680$338K0.21%newTimeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,172 shares; 2025Q1: 1,172 shares; 2025Q2: 1,172 shares 1,172$335K0.21%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 912 shares; 2025Q1: not reported; 2025Q2: 1,512 shares 1,512$310K0.2%newTimeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,479 shares; 2025Q1: 2,486 shares; 2025Q2: 2,786 shares 2,786$305K0.19%+300Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,603 shares; 2025Q1: 3,116 shares; 2025Q2: 3,118 shares 3,118$247K0.16%+2Timeline
FDMFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,403 shares; 2025Q1: 3,403 shares; 2025Q2: 3,403 shares 3,403$244K0.15%0Timeline
SLYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,908 shares; 2025Q1: 2,908 shares; 2025Q2: 2,908 shares 2,908$232K0.15%0Timeline
DFARDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,759 shares 9,759$229K0.14%newTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 396 shares; 2025Q1: not reported; 2025Q2: 363 shares 363$206K0.13%newTimeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VONGVANGUARD SCOTTSDALE FDS2,538$235Kshares
IJTISHARES TR1,690$210Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001085146-25-004516 base2025-08-05acceptance time not in the bulk data set