Skip to content
Disclosery

Allodium Investment Consultants, LLC

Follow

13F filer, CIK 2052983, MINNEAPOLIS, MN

Allodium Investment Consultants, LLC reported $177,114,477 across 51 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-09. Its ten largest share positions make up 66.37% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-005876

Period
2025-09-30
Reported value
$177M
Holdings
51
Top 10 weight
66.37%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFSIadded+49,330$2.02M
VTEBadded+17,394$871K
DFAIadded+23,832$866K
AVIGadded+15,455$650K
DFSEadded+15,695$645K

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
NUEMreduced-3,898-$139K
MSFTreduced-236-$122K
AAPLreduced-467-$119K
DSIreduced-689-$86.8K
SUSAreduced-445-$60.4K

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, Q3 2025

Share positions as resolved from 13F-HR 0001085146-25-005876, largest first. % of portfolio is the value over $177,114,477, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 249,384 shares; 2025Q1: 295,616 shares; 2025Q2: 311,989 shares; 2025Q3: 313,314 shares 313,314$22.7M12.81%+1,325Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 421,198 shares; 2025Q1: 405,527 shares; 2025Q2: 460,161 shares; 2025Q3: 483,993 shares 483,993$17.6M9.93%+23,832Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 158,916 shares; 2025Q1: 207,518 shares; 2025Q2: 238,840 shares; 2025Q3: 242,434 shares 242,434$16.6M9.37%+3,594Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107,573 shares; 2025Q1: 117,470 shares; 2025Q2: 121,725 shares; 2025Q3: 128,022 shares 128,022$11.7M6.61%+6,297Timeline
AVIGAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,966 shares; 2025Q1: 173,691 shares; 2025Q2: 204,927 shares; 2025Q3: 220,382 shares 220,382$9.27M5.24%+15,455Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 276,668 shares; 2025Q1: 272,532 shares; 2025Q2: 292,656 shares; 2025Q3: 291,566 shares 291,566$9.19M5.19%-1,090Timeline
DFISDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 240,807 shares; 2025Q1: 252,082 shares; 2025Q2: 262,231 shares; 2025Q3: 278,448 shares 278,448$8.81M4.97%+16,217Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,709 shares; 2025Q1: 11,015 shares; 2025Q2: 11,343 shares; 2025Q3: 11,751 shares 11,751$7.86M4.44%+408Timeline
DFSIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 112,742 shares; 2025Q1: 138,651 shares; 2025Q2: 138,880 shares; 2025Q3: 188,210 shares 188,210$7.71M4.35%+49,330Timeline
NUSCNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111,368 shares; 2025Q1: 142,616 shares; 2025Q2: 134,739 shares; 2025Q3: 138,695 shares 138,695$6.12M3.45%+3,956Timeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94,503 shares; 2025Q1: 117,429 shares; 2025Q2: 134,521 shares; 2025Q3: 136,065 shares 136,065$5.78M3.26%+1,544Timeline
DFSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,641 shares; 2025Q1: 65,863 shares; 2025Q2: 76,109 shares; 2025Q3: 84,562 shares 84,562$4.5M2.54%+8,453Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,198 shares; 2025Q1: 65,278 shares; 2025Q2: 66,092 shares; 2025Q3: 65,583 shares 65,583$3.93M2.22%-509Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,746 shares; 2025Q1: 52,942 shares; 2025Q2: 57,211 shares; 2025Q3: 74,605 shares 74,605$3.74M2.11%+17,394Timeline
NUDMNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107,417 shares; 2025Q1: 96,520 shares; 2025Q2: 96,465 shares; 2025Q3: 97,268 shares 97,268$3.66M2.07%+803Timeline
DFSEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,553 shares; 2025Q1: 61,119 shares; 2025Q2: 60,540 shares; 2025Q3: 76,235 shares 76,235$3.13M1.77%+15,695Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,234 shares; 2025Q1: 11,181 shares; 2025Q2: 11,084 shares; 2025Q3: 11,172 shares 11,172$2.7M1.53%+88Timeline
NUEMNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,253 shares; 2025Q1: 77,612 shares; 2025Q2: 76,690 shares; 2025Q3: 72,792 shares 72,792$2.6M1.47%-3,898Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,919 shares; 2025Q1: 19,318 shares; 2025Q2: 20,639 shares; 2025Q3: 19,950 shares 19,950$2.51M1.42%-689Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,548 shares; 2025Q1: 24,048 shares; 2025Q2: 25,974 shares; 2025Q3: 30,148 shares 30,148$2.24M1.27%+4,174Timeline
VGSRMANAGER DIRECTED PORTFOLIOSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 171,095 shares; 2025Q1: 180,340 shares; 2025Q2: 180,790 shares; 2025Q3: 205,125 shares 205,125$2.18M1.23%+24,335Timeline
AVSCAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,396 shares; 2025Q1: 19,101 shares; 2025Q2: 29,250 shares; 2025Q3: 37,191 shares 37,191$2.13M1.2%+7,941Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,000 shares; 2025Q1: 3,918 shares; 2025Q2: 3,858 shares; 2025Q3: 4,241 shares 4,241$1.99M1.12%+383Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,178 shares; 2025Q1: 20,708 shares; 2025Q2: 20,999 shares; 2025Q3: 23,418 shares 23,418$1.85M1.04%+2,419Timeline
AVSFAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,056 shares; 2025Q1: 30,415 shares; 2025Q2: 32,578 shares; 2025Q3: 35,478 shares 35,478$1.68M0.95%+2,900Timeline
VTESVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,065 shares; 2025Q1: 10,217 shares; 2025Q2: 11,494 shares; 2025Q3: 15,877 shares 15,877$1.62M0.91%+4,383Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,058 shares; 2025Q1: 14,902 shares; 2025Q2: 24,313 shares; 2025Q3: 25,708 shares 25,708$1.27M0.72%+1,395Timeline
PAVEGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,933 shares; 2025Q1: 27,694 shares; 2025Q2: 26,427 shares; 2025Q3: 25,371 shares 25,371$1.21M0.68%-1,056Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,197 shares; 2025Q1: 14,930 shares; 2025Q2: 15,300 shares; 2025Q3: 16,025 shares 16,025$1.2M0.68%+725Timeline
CGWINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,860 shares; 2025Q1: 17,911 shares; 2025Q2: 15,900 shares; 2025Q3: 16,319 shares 16,319$1.05M0.59%+419Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,277 shares; 2025Q1: 11,173 shares; 2025Q2: 11,173 shares; 2025Q3: 11,173 shares 11,173$882K0.5%0Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,228 shares; 2025Q1: 18,016 shares; 2025Q2: 19,856 shares; 2025Q3: 19,049 shares 19,049$872K0.49%-807Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,113 shares; 2025Q1: 1,113 shares; 2025Q2: 1,113 shares; 2025Q3: 1,113 shares 1,113$741K0.42%0Timeline
TOLZPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,834 shares; 2025Q3: 10,691 shares 10,691$579K0.33%+3,857Timeline
SUSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,445 shares; 2025Q1: 3,291 shares; 2025Q2: 3,938 shares; 2025Q3: 3,493 shares 3,493$474K0.27%-445Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,599 shares; 2025Q1: 1,602 shares; 2025Q2: 1,602 shares; 2025Q3: 1,605 shares 1,605$471K0.27%+3Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,489 shares; 2025Q1: 1,472 shares; 2025Q2: 1,472 shares; 2025Q3: 1,476 shares 1,476$454K0.26%+4Timeline
DCORDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,368 shares; 2025Q2: 5,992 shares; 2025Q3: 6,007 shares 6,007$432K0.24%+15Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,382 shares; 2025Q1: 1,543 shares; 2025Q2: 1,689 shares; 2025Q3: 1,691 shares 1,691$430K0.24%+2Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,024 shares; 2025Q1: 3,250 shares; 2025Q2: 3,408 shares; 2025Q3: 3,617 shares 3,617$385K0.22%+209Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,172 shares; 2025Q1: 1,172 shares; 2025Q2: 1,172 shares; 2025Q3: 1,172 shares 1,172$375K0.21%0Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,479 shares; 2025Q1: 2,486 shares; 2025Q2: 2,786 shares; 2025Q3: 2,736 shares 2,736$325K0.18%-50Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 912 shares; 2025Q1: not reported; 2025Q2: 1,512 shares; 2025Q3: 1,045 shares 1,045$266K0.15%-467Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,603 shares; 2025Q1: 3,116 shares; 2025Q2: 3,118 shares; 2025Q3: 2,939 shares 2,939$262K0.15%-179Timeline
SLYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,908 shares; 2025Q1: 2,908 shares; 2025Q2: 2,908 shares; 2025Q3: 2,908 shares 2,908$258K0.15%0Timeline
FDMFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,403 shares; 2025Q1: 3,403 shares; 2025Q2: 3,403 shares; 2025Q3: 3,403 shares 3,403$258K0.15%0Timeline
DFARDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,759 shares; 2025Q3: 10,303 shares 10,303$246K0.14%+544Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 680 shares; 2025Q3: 444 shares 444$230K0.13%-236Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,406 shares 2,406$225K0.13%newTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 396 shares; 2025Q1: not reported; 2025Q2: 363 shares; 2025Q3: 352 shares 352$215K0.12%-11Timeline
IJTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,690 shares; 2025Q1: 1,690 shares; 2025Q2: not reported; 2025Q3: 1,496 shares 1,496$212K0.12%newTimeline

How Q3 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 0001085146-25-005876 base2025-10-09acceptance time not in the bulk data set