Skip to content

Allodium Investment Consultants, LLC

Follow

13F filer, CIK 2052983, MINNEAPOLIS, MN

Allodium Investment Consultants, LLC reported $208,822,569 across 52 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-09. Its ten largest share positions make up 66.07% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002052983-26-000002

Period
2026-03-31
Reported value
$209M
Holdings
52
Top 10 weight
66.07%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AVIGadded+74,664$3.1M
AVSFadded+38,910$1.82M
DFSBadded+17,840$923K
VNQadded+10,138$899K
DFUSadded+10,011$710K

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-13,605-$613K
DFAEreduced-14,172-$480K
MSFTexited-464-$224K
VEAreduced-1,830-$117K
DFISreduced-2,636-$88.8K

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, Q1 2026

Share positions as resolved from 13F-HR 0002052983-26-000002, largest first. % of portfolio is the value over $208,822,569, 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 249,384 shares; 2025Q1: 295,616 shares; 2025Q2: 311,989 shares; 2025Q3: 313,314 shares; 2025Q4: 335,103 shares; 2026Q1: 345,114 shares 345,114$24.5M11.72%+10,011Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 421,198 shares; 2025Q1: 405,527 shares; 2025Q2: 460,161 shares; 2025Q3: 483,993 shares; 2025Q4: 579,132 shares; 2026Q1: 578,268 shares 578,268$22.5M10.79%-864Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 158,916 shares; 2025Q1: 207,518 shares; 2025Q2: 238,840 shares; 2025Q3: 242,434 shares; 2025Q4: 269,525 shares; 2026Q1: 277,769 shares 277,769$19.8M9.46%+8,244Timeline
AVIGAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,966 shares; 2025Q1: 173,691 shares; 2025Q2: 204,927 shares; 2025Q3: 220,382 shares; 2025Q4: 278,373 shares; 2026Q1: 353,037 shares 353,037$14.7M7.02%+74,664Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107,573 shares; 2025Q1: 117,470 shares; 2025Q2: 121,725 shares; 2025Q3: 128,022 shares; 2025Q4: 147,991 shares; 2026Q1: 158,129 shares 158,129$14M6.72%+10,138Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 276,668 shares; 2025Q1: 272,532 shares; 2025Q2: 292,656 shares; 2025Q3: 291,566 shares; 2025Q4: 320,222 shares; 2026Q1: 306,050 shares 306,050$10.4M4.96%-14,172Timeline
DFISDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 240,807 shares; 2025Q1: 252,082 shares; 2025Q2: 262,231 shares; 2025Q3: 278,448 shares; 2025Q4: 301,959 shares; 2026Q1: 299,323 shares 299,323$10.1M4.83%-2,636Timeline
DFSIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 112,742 shares; 2025Q1: 138,651 shares; 2025Q2: 138,880 shares; 2025Q3: 188,210 shares; 2025Q4: 191,922 shares; 2026Q1: 194,032 shares 194,032$8.23M3.94%+2,110Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,709 shares; 2025Q1: 11,015 shares; 2025Q2: 11,343 shares; 2025Q3: 11,751 shares; 2025Q4: 12,116 shares; 2026Q1: 12,009 shares 12,009$7.84M3.76%-107Timeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94,503 shares; 2025Q1: 117,429 shares; 2025Q2: 134,521 shares; 2025Q3: 136,065 shares; 2025Q4: 132,033 shares; 2026Q1: 145,937 shares 145,937$6M2.87%+13,904Timeline
NUSCNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111,368 shares; 2025Q1: 142,616 shares; 2025Q2: 134,739 shares; 2025Q3: 138,695 shares; 2025Q4: 136,311 shares; 2026Q1: 122,706 shares 122,706$5.53M2.65%-13,605Timeline
DFSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,641 shares; 2025Q1: 65,863 shares; 2025Q2: 76,109 shares; 2025Q3: 84,562 shares; 2025Q4: 86,878 shares; 2026Q1: 104,718 shares 104,718$5.42M2.59%+17,840Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,746 shares; 2025Q1: 52,942 shares; 2025Q2: 57,211 shares; 2025Q3: 74,605 shares; 2025Q4: 78,492 shares; 2026Q1: 86,063 shares 86,063$4.29M2.06%+7,571Timeline
AVSFAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,056 shares; 2025Q1: 30,415 shares; 2025Q2: 32,578 shares; 2025Q3: 35,478 shares; 2025Q4: 50,484 shares; 2026Q1: 89,394 shares 89,394$4.18M2%+38,910Timeline
NUDMNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107,417 shares; 2025Q1: 96,520 shares; 2025Q2: 96,465 shares; 2025Q3: 97,268 shares; 2025Q4: 96,678 shares; 2026Q1: 114,011 shares 114,011$4.12M1.97%+17,333Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,198 shares; 2025Q1: 65,278 shares; 2025Q2: 66,092 shares; 2025Q3: 65,583 shares; 2025Q4: 64,487 shares; 2026Q1: 62,657 shares 62,657$4.02M1.92%-1,830Timeline
DFSEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,553 shares; 2025Q1: 61,119 shares; 2025Q2: 60,540 shares; 2025Q3: 76,235 shares; 2025Q4: 75,996 shares; 2026Q1: 77,439 shares 77,439$3.28M1.57%+1,443Timeline
NUEMNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,253 shares; 2025Q1: 77,612 shares; 2025Q2: 76,690 shares; 2025Q3: 72,792 shares; 2025Q4: 74,926 shares; 2026Q1: 80,465 shares 80,465$2.96M1.42%+5,539Timeline
AVSCAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,396 shares; 2025Q1: 19,101 shares; 2025Q2: 29,250 shares; 2025Q3: 37,191 shares; 2025Q4: 42,474 shares; 2026Q1: 46,694 shares 46,694$2.91M1.39%+4,220Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,548 shares; 2025Q1: 24,048 shares; 2025Q2: 25,974 shares; 2025Q3: 30,148 shares; 2025Q4: 34,924 shares; 2026Q1: 37,931 shares 37,931$2.79M1.34%+3,007Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,178 shares; 2025Q1: 20,708 shares; 2025Q2: 20,999 shares; 2025Q3: 23,418 shares; 2025Q4: 27,553 shares; 2026Q1: 35,527 shares 35,527$2.79M1.33%+7,974Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,234 shares; 2025Q1: 11,181 shares; 2025Q2: 11,084 shares; 2025Q3: 11,172 shares; 2025Q4: 11,041 shares; 2026Q1: 10,968 shares 10,968$2.72M1.3%-73Timeline
VGSRMANAGER DIRECTED PORTFOLIOSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 171,095 shares; 2025Q1: 180,340 shares; 2025Q2: 180,790 shares; 2025Q3: 205,125 shares; 2025Q4: 214,754 shares; 2026Q1: 242,850 shares 242,850$2.51M1.2%+28,096Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,919 shares; 2025Q1: 19,318 shares; 2025Q2: 20,639 shares; 2025Q3: 19,950 shares; 2025Q4: 19,131 shares; 2026Q1: 18,531 shares 18,531$2.25M1.08%-600Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,058 shares; 2025Q1: 14,902 shares; 2025Q2: 24,313 shares; 2025Q3: 25,708 shares; 2025Q4: 35,646 shares; 2026Q1: 42,728 shares 42,728$2.05M0.98%+7,082Timeline
TOLZPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,834 shares; 2025Q3: 10,691 shares; 2025Q4: 31,237 shares; 2026Q1: 33,294 shares 33,294$2M0.96%+2,057Timeline
VTESVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,065 shares; 2025Q1: 10,217 shares; 2025Q2: 11,494 shares; 2025Q3: 15,877 shares; 2025Q4: 19,036 shares; 2026Q1: 19,592 shares 19,592$1.98M0.95%+556Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,000 shares; 2025Q1: 3,918 shares; 2025Q2: 3,858 shares; 2025Q3: 4,241 shares; 2025Q4: 4,241 shares; 2026Q1: 4,241 shares 4,241$1.81M0.87%0Timeline
PAVEGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,933 shares; 2025Q1: 27,694 shares; 2025Q2: 26,427 shares; 2025Q3: 25,371 shares; 2025Q4: 27,117 shares; 2026Q1: 27,502 shares 27,502$1.4M0.67%+385Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,197 shares; 2025Q1: 14,930 shares; 2025Q2: 15,300 shares; 2025Q3: 16,025 shares; 2025Q4: 15,827 shares; 2026Q1: 16,483 shares 16,483$1.33M0.64%+656Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,277 shares; 2025Q1: 11,173 shares; 2025Q2: 11,173 shares; 2025Q3: 11,173 shares; 2025Q4: 11,001 shares; 2026Q1: 12,186 shares 12,186$1.03M0.5%+1,185Timeline
CGWINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,860 shares; 2025Q1: 17,911 shares; 2025Q2: 15,900 shares; 2025Q3: 16,319 shares; 2025Q4: 16,408 shares; 2026Q1: 15,884 shares 15,884$1.02M0.49%-524Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,228 shares; 2025Q1: 18,016 shares; 2025Q2: 19,856 shares; 2025Q3: 19,049 shares; 2025Q4: 19,016 shares; 2026Q1: 18,906 shares 18,906$853K0.41%-110Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,382 shares; 2025Q1: 1,543 shares; 2025Q2: 1,689 shares; 2025Q3: 1,691 shares; 2025Q4: 1,624 shares; 2026Q1: 2,880 shares 2,880$754K0.36%+1,256Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,113 shares; 2025Q1: 1,113 shares; 2025Q2: 1,113 shares; 2025Q3: 1,113 shares; 2025Q4: 1,113 shares; 2026Q1: 1,113 shares 1,113$724K0.35%0Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,570 shares 13,570$638K0.31%newTimeline
DCORDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,368 shares; 2025Q2: 5,992 shares; 2025Q3: 6,007 shares; 2025Q4: 4,824 shares; 2026Q1: 8,759 shares 8,759$631K0.3%+3,935Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,002 shares; 2026Q1: 11,038 shares 11,038$466K0.22%+2,036Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,599 shares; 2025Q1: 1,602 shares; 2025Q2: 1,602 shares; 2025Q3: 1,605 shares; 2025Q4: 1,515 shares; 2026Q1: 1,448 shares 1,448$416K0.2%-67Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,024 shares; 2025Q1: 3,250 shares; 2025Q2: 3,408 shares; 2025Q3: 3,617 shares; 2025Q4: 3,871 shares; 2026Q1: 3,865 shares 3,865$410K0.2%-6Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,603 shares; 2025Q1: 3,116 shares; 2025Q2: 3,118 shares; 2025Q3: 2,939 shares; 2025Q4: 2,998 shares; 2026Q1: 3,823 shares 3,823$382K0.18%+825Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,172 shares; 2025Q1: 1,172 shares; 2025Q2: 1,172 shares; 2025Q3: 1,172 shares; 2025Q4: 1,172 shares; 2026Q1: 1,172 shares 1,172$368K0.18%0Timeline
SUSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,445 shares; 2025Q1: 3,291 shares; 2025Q2: 3,938 shares; 2025Q3: 3,493 shares; 2025Q4: 2,487 shares; 2026Q1: 2,488 shares 2,488$329K0.16%+1Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,489 shares; 2025Q1: 1,472 shares; 2025Q2: 1,472 shares; 2025Q3: 1,476 shares; 2025Q4: 1,194 shares; 2026Q1: 1,068 shares 1,068$319K0.15%-126Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 396 shares; 2025Q1: not reported; 2025Q2: 363 shares; 2025Q3: 352 shares; 2025Q4: 497 shares; 2026Q1: 498 shares 498$298K0.14%+1Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 912 shares; 2025Q1: not reported; 2025Q2: 1,512 shares; 2025Q3: 1,045 shares; 2025Q4: 1,165 shares; 2026Q1: 1,165 shares 1,165$296K0.14%0Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,479 shares; 2025Q1: 2,486 shares; 2025Q2: 2,786 shares; 2025Q3: 2,736 shares; 2025Q4: 2,535 shares; 2026Q1: 2,377 shares 2,377$295K0.14%-158Timeline
DFARDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,759 shares; 2025Q3: 10,303 shares; 2025Q4: 12,174 shares; 2026Q1: 12,181 shares 12,181$288K0.14%+7Timeline
FDMFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,403 shares; 2025Q1: 3,403 shares; 2025Q2: 3,403 shares; 2025Q3: 3,403 shares; 2025Q4: 3,403 shares; 2026Q1: 3,403 shares 3,403$279K0.13%0Timeline
SLYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,908 shares; 2025Q1: 2,908 shares; 2025Q2: 2,908 shares; 2025Q3: 2,908 shares; 2025Q4: 2,908 shares; 2026Q1: 2,908 shares 2,908$275K0.13%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 825 shares; 2026Q1: 825 shares 825$237K0.11%0Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,406 shares; 2025Q4: 2,406 shares; 2026Q1: 2,406 shares 2,406$234K0.11%0Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
MSFTMICROSOFT CORP464$224Kshares

How Q1 2026 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 0002052983-26-000002 base2026-04-09acceptance time not in the bulk data set