Institutional Fund
Allodium Investment Consultants, LLC
Minneapolis, MNCIK 20529835 filings on record
Portfolio Value
$208.82M
Q1 2026
Holdings
52
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+5.8%
from $197.34M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust11.7%
- Dimensional ETF Trust10.8%
- Dimensional ETF Trust9.5%
- American Centy ETF Tr7.0%
- Vanguard Index Fds6.7%
- Dimensional ETF Trust5.0%
- Other49.3%
Portfolio Holdings
52 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 345.1K | $24.47M | 11.7% | +10.0K | Added |
| 2 | Dimensional ETF Trust | 578.3K | $22.53M | 10.8% | −864 | Reduced |
| 3 | Dimensional ETF Trust | 277.8K | $19.76M | 9.5% | +8.2K | Added |
| 4 | American Centy ETF Tr | 353.0K | $14.67M | 7.0% | +74.7K | Added |
| 5 | Vanguard Index Fds | 158.1K | $14.03M | 6.7% | +10.1K | Added |
| 6 | Dimensional ETF Trust | 306.1K | $10.36M | 5.0% | −14.2K | Reduced |
| 7 | Dimensional ETF Trust | 299.3K | $10.08M | 4.8% | −2.6K | Reduced |
| 8 | Dimensional ETF Trust | 194.0K | $8.23M | 3.9% | +2.1K | Added |
| 9 | Ishares Tr | 12.0K | $7.84M | 3.8% | −107 | Reduced |
| 10 | Dimensional ETF Trust | 145.9K | $6.00M | 2.9% | +13.9K | Added |
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