StockDriftsStockDriftsTop 50 Allodium Investment Consultants, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 11.72% | 345.1K | $24.5M | +2.99%(+10.01K) | $63.85(+23.53%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 10.79% | 578.3K | $22.5M | -0.15%(-864) | $32.04(+27.58%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 9.46% | 277.8K | $19.8M | +3.06%(+8.24K) | $64.73(+20.15%) | 2026-03-31 | |
| AVIG | AMERICAN CENTY ETF TR | 7.02% | 353.0K | $14.7M | +26.82%(+74.66K) | $41.45(+0.13%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 6.72% | 158.1K | $14.0M | +6.85%(+10.14K) | $92.10(+3.98%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 4.96% | 306.1K | $10.4M | -4.43%(-14.17K) | $26.96(+44.19%) | 2026-03-31 | |
| DFIS | DIMENSIONAL ETF TRUST | 4.83% | 299.3K | $10.1M | -0.87%(-2.64K) | $26.54(+34.01%) | 2026-03-31 | |
| DFSI | DIMENSIONAL ETF TRUST | 3.94% | 194.0K | $8.2M | +1.10%(+2.11K) | $35.97(+23.90%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.76% | 12.0K | $7.8M | -0.88%(-107) | $587.69(+23.70%) | 2026-03-31 | |
| DFSU | DIMENSIONAL ETF TRUST | 2.87% | 145.9K | $6.0M | +10.53%(+13.90K) | $37.91(+18.88%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.75% | +14.94% |
| Top 20 Holdings Unweighted | +4.53% | +14.23% |
Sign up free to track Allodium Investment Consultants, Llc, compare funds side by side, and get alerts the moment positions change.