StockDriftsStockDriftsTop 50 Allodium Investment Consultants LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 11.62% | 340.9K | $28.3M | -0.02%(-67) | $63.85(+30.58%) | 2026-09-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 10.76% | 632.3K | $26.2M | +6.22%(+37.00K) | $32.79(+25.99%) | 2026-09-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 9.08% | 285.5K | $22.1M | +5.41%(+14.64K) | $65.51(+18.38%) | 2026-09-30 | |
| AVIG | AMERICAN CENTY ETF TR | 6.82% | 421.8K | $16.6M | +10.08%(+38.64K) | $41.35(-4.17%) | 2026-09-30 | |
| VNQ | VANGUARD INDEX FDS | 6.02% | 163.7K | $14.7M | +6.47%(+9.94K) | $92.15(-1.57%) | 2026-09-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 4.94% | 306.1K | $12.0M | +6.02%(+17.39K) | $27.69(+35.32%) | 2026-09-30 | |
| DFIS | DIMENSIONAL ETF TRUST | 4.93% | 331.1K | $12.0M | +7.24%(+22.37K) | $27.36(+30.89%) | 2026-09-30 | |
| DFSI | DIMENSIONAL ETF TRUST | 4.04% | 217.9K | $9.8M | +7.88%(+15.91K) | $36.90(+21.93%) | 2026-09-30 | |
| IVV | ISHARES TR | 3.66% | 11.6K | $8.9M | -2.10%(-249) | $587.69(+31.02%) | 2026-09-30 | |
| DFSU | DIMENSIONAL ETF TRUST | 2.92% | 150.7K | $7.1M | +5.70%(+8.13K) | $38.40(+24.05%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +25.05% |
| Top 20 Holdings Unweighted | — | — | — | — | +24.60% |
Allodium Investment Consultants LLC reports $243.52M in US-listed equity holdings across 56 positions in its most recent 13F filing. Its largest disclosed positions are DFUS (11.6%), DFAI (10.8%) and DFAS (9.1%). The top 20 holdings account for 83.13% of reported assets. Its disclosed equity book has returned +25.05% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Allodium Investment Consultants LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2052983). View Allodium Investment Consultants LLC’s 13F filings on SEC