Advertisement
Screener

Allodium Investment Consultants, LLC Historic Quarter Change: USA ETF, Reduced

Add as a preferred source on Google

Allodium Investment Consultants, LLC historic quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, Allodium Investment Consultants, LLC opened 22 positions, added to 165, reduced 73 and sold out of 15.

  • Q2 2026: Stock DFAS; Country of operation —; Class US SMALL CAP ETF; Shares before 277,769.
  • Q2 2026: Stock DFAE; Country of operation —; Class EMGR CRE EQT MNG; Shares before 306,050.
  • Q2 2026: Stock IVV; Country of operation —; Class CORE S&P500 ETF; Shares before 12,009.
  • Q2 2026: Stock VNQ; Country of operation —; Class REAL ESTATE ETF; Shares before 158,129.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2052983), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-09); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-14); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-09); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-05); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026DFAS
DIMENSIONAL ETF TRUST		US SMALL CAP ETF277,769270,820-6,949$19,757,695$22,299,353+$2,541,6582026-07-14
Q2 2026DFAE
DIMENSIONAL ETF TRUST		EMGR CRE EQT MNG306,050288,759-17,291$10,362,855$11,610,982+$1,248,1272026-07-14
Q2 2026IVV
ISHARES TR		CORE S&P500 ETF12,00911,871-138$7,844,342$8,890,040+$1,045,6982026-07-14
Q2 2026VNQ
VANGUARD INDEX FDS		REAL ESTATE ETF158,129153,716-4,413$14,026,006$14,822,848+$796,8422026-07-14
Q2 2026DFSU
DIMENSIONAL ETF TRUST		US SUSTAINABILTY145,937142,553-3,384$5,996,546$6,647,244+$650,6982026-07-14
Q2 2026IWM
ISHARES TR		RUSSELL 2000 ETF10,96810,877-91$2,720,064$3,267,995+$547,9312026-07-14
Q2 2026VTES
VANGUARD WELLINGTON FD		SHORT TRM TAX EX19,59214,348-5,244$1,981,535$1,453,596-$527,9392026-07-14
Q2 2026VEA
VANGUARD TAX-MANAGED FDS		VAN FTSE DEV MKT62,65761,732-925$4,015,086$4,398,427+$383,3412026-07-14
Q2 2026PAVE
GLOBAL X FDS		US INFR DEV ETF27,50227,337-165$1,397,376$1,610,695+$213,3192026-07-14
Q2 2026AVEM
AMERICAN CENTY ETF TR		AVANTIS EMGMKT16,48315,771-712$1,328,198$1,521,743+$193,5452026-07-14
Q2 2026CGW
INVESCO EXCH TRADED FD TR II		S&P GBL WATER15,88413,068-2,816$1,015,653$858,991-$156,6622026-07-14
Q2 2026DFAU
DIMENSIONAL ETF TRUST		US CORE EQT MKT18,90618,511-395$853,046$956,826+$103,7802026-07-14
Q2 2026ESML
ISHARES TR		ESG AWARE MSCI13,57013,141-429$638,061$734,989+$96,9282026-07-14
Q2 2026SPY
STATE STR SPDR S&P 500 ETF T		TR UNIT1,1131,055-58$723,828$787,842+$64,0142026-07-14
Q2 2026VTEB
VANGUARD MUN BD FDS		TAX EXEMPT BD86,06383,684-2,379$4,293,682$4,232,741-$60,9412026-07-14
Q2 2026IJR
ISHARES TR		CORE S&P SCP ETF2,3772,041-336$295,423$302,750+$7,3272026-07-14
Q1 2026NUSC
NUSHARES ETF TR		NUVEEN ESG SMLCP136,311122,706-13,605$6,086,292$5,529,131-$557,1612026-04-09
Q1 2026DFAI
DIMENSIONAL ETF TRUST		INTL CORE EQT MK579,132578,268-864$22,070,717$22,529,307+$458,5902026-04-09
Q1 2026IVV
ISHARES TR		CORE S&P500 ETF12,11612,009-107$8,298,570$7,844,342-$454,2282026-04-09
Q1 2026DSI
ISHARES TR		ESG MSCI KLD 40019,13118,531-600$2,464,671$2,245,774-$218,8972026-04-09
Q1 2026DFIS
DIMENSIONAL ETF TRUST		INTL SMALL CAP E301,959299,323-2,636$9,946,514$10,078,196+$131,6822026-04-09
Q1 2026DFAE
DIMENSIONAL ETF TRUST		EMGR CRE EQT MNG320,222306,050-14,172$10,429,629$10,362,855-$66,7742026-04-09
Q1 2026VV
VANGUARD INDEX FDS		LARGE CAP ETF1,1941,068-126$375,953$319,284-$56,6692026-04-09
Q1 2026DFAU
DIMENSIONAL ETF TRUST		US CORE EQT MKT19,01618,906-110$889,941$853,046-$36,8952026-04-09
Q1 2026VO
VANGUARD INDEX FDS		MID CAP ETF1,5151,448-67$439,797$415,959-$23,8382026-04-09
Q1 2026CGW
INVESCO EXCH TRADED FD TR II		S&P GBL WATER16,40815,884-524$1,033,859$1,015,653-$18,2062026-04-09
Q1 2026VEA
VANGUARD TAX-MANAGED FDS		VAN FTSE DEV MKT64,48762,657-1,830$4,028,530$4,015,086-$13,4442026-04-09
Q1 2026IJR
ISHARES TR		CORE S&P SCP ETF2,5352,377-158$304,711$295,423-$9,2882026-04-09
Q1 2026MUB
ISHARES TR		NATIONAL MUN ETF3,8713,865-6$414,669$410,270-$4,3992026-04-09
Q1 2026IWM
ISHARES TR		RUSSELL 2000 ETF11,04110,968-73$2,717,853$2,720,064+$2,2112026-04-09
Q4 2025NUDM
NUSHARES ETF TR		NUVEEN ESG INTL97,26896,678-590$3,659,223$3,500,696-$158,5272026-01-14
Q4 2025SUSA
ISHARES TR		ESG OPTIMIZED3,4932,487-1,006$473,844$346,607-$127,2372026-01-14
Q4 2025VEA
VANGUARD TAX-MANAGED FDS		VAN FTSE DEV MKT65,58364,487-1,096$3,929,754$4,028,530+$98,7762026-01-14
Q4 2025VV
VANGUARD INDEX FDS		LARGE CAP ETF1,4761,194-282$454,435$375,953-$78,4822026-01-14
Q4 2025DCOR
DIMENSIONAL ETF TRUST		US CORE EQUITY 16,0074,824-1,183$432,163$355,203-$76,9602026-01-14
Q4 2025DSI
ISHARES TR		ESG MSCI KLD 40019,95019,131-819$2,512,725$2,464,671-$48,0542026-01-14
Q4 2025DFSU
DIMENSIONAL ETF TRUST		US SUSTAINABILTY136,065132,033-4,032$5,779,028$5,734,210-$44,8182026-01-14
Q4 2025VO
VANGUARD INDEX FDS		MID CAP ETF1,6051,515-90$471,332$439,797-$31,5352026-01-14
Q4 2025NUSC
NUSHARES ETF TR		NUVEEN ESG SMLCP138,695136,311-2,384$6,116,447$6,086,292-$30,1552026-01-14
Q4 2025AVDE
AMERICAN CENTY ETF TR		INTL EQT ETF11,17311,001-172$881,550$905,602+$24,0522026-01-14
Q4 2025IJR
ISHARES TR		CORE S&P SCP ETF2,7362,535-201$325,167$304,711-$20,4562026-01-14
Q4 2025DFSE
DIMENSIONAL ETF TRUST		EMERGING MARKETS76,23575,996-239$3,132,509$3,152,310+$19,8012026-01-14
Q4 2025DFAU
DIMENSIONAL ETF TRUST		US CORE EQT MKT19,04919,016-33$871,669$889,941+$18,2722026-01-14
Q4 2025AVEM
AMERICAN CENTY ETF TR		AVANTIS EMGMKT16,02515,827-198$1,203,618$1,218,959+$15,3412026-01-14
Q4 2025IWM
ISHARES TR		RUSSELL 2000 ETF11,17211,041-131$2,703,177$2,717,853+$14,6762026-01-14
Q4 2025VB
VANGUARD INDEX FDS		SMALL CP ETF1,6911,624-67$430,040$418,831-$11,2092026-01-14
Q3 2025DFAE
DIMENSIONAL ETF TRUST		EMGR CRE EQT MNG292,656291,566-1,090$8,472,378$9,193,088+$720,7102025-10-09
Q3 2025VEA
VANGUARD TAX-MANAGED FDS		VAN FTSE DEV MKT66,09265,583-509$3,767,901$3,929,754+$161,8532025-10-09
Q3 2025DSI
ISHARES TR		ESG MSCI KLD 40020,63919,950-689$2,397,417$2,512,725+$115,3082025-10-09
Q3 2025PAVE
GLOBAL X FDS		US INFR DEV ETF26,42725,371-1,056$1,151,705$1,208,434+$56,7292025-10-09
Q3 2025NUEM
NUSHARES ETF TR		NUVEEN ESG EMRGN76,69072,792-3,898$2,546,871$2,597,942+$51,0712025-10-09
Q3 2025DFAU
DIMENSIONAL ETF TRUST		US CORE EQT MKT19,85619,049-807$841,102$871,669+$30,5672025-10-09
Q3 2025SUSA
ISHARES TR		ESG OPTIMIZED3,9383,493-445$499,190$473,844-$25,3462025-10-09
Q3 2025IJR
ISHARES TR		CORE S&P SCP ETF2,7862,736-50$304,533$325,167+$20,6342025-10-09
Q3 2025AVDV
AMERICAN CENTY ETF TR		INTL SMCP VLU3,1182,939-179$247,215$261,682+$14,4672025-10-09
Q3 2025VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS363352-11$206,399$215,403+$9,0042025-10-09
Q2 2025NUDM
NUSHARES ETF TR		NUVEEN ESG INTL96,52096,465-55$3,074,163$3,423,544+$349,3812025-08-05
Q2 2025NUEM
NUSHARES ETF TR		NUVEEN ESG EMRGN77,61276,690-922$2,270,147$2,546,871+$276,7242025-08-05
Q2 2025DFSE
DIMENSIONAL ETF TRUST		EMERGING MARKETS61,11960,540-579$2,058,502$2,304,163+$245,6612025-08-05
Q2 2025IWF
ISHARES TR		RUS 1000 GRW ETF3,9183,858-60$1,414,824$1,638,135+$223,3112025-08-05
Q2 2025IWM
ISHARES TR		RUSSELL 2000 ETF11,18111,084-97$2,230,498$2,391,816+$161,3182025-08-05
Q2 2025PAVE
GLOBAL X FDS		US INFR DEV ETF27,69426,427-1,267$1,044,910$1,151,705+$106,7952025-08-05
Q2 2025NUSC
NUSHARES ETF TR		NUVEEN ESG SMLCP142,616134,739-7,877$5,467,896$5,489,265+$21,3692025-08-05
Q2 2025CGW
INVESCO EXCH TRADED FD TR II		S&P GBL WATER17,91115,900-2,011$997,489$993,763-$3,7262025-08-05
Q1 2025DFAI
DIMENSIONAL ETF TRUST		INTL CORE EQT MK421,198405,527-15,671$12,298,991$12,664,624+$365,6332025-04-23
Q1 2025IWM
ISHARES TR		RUSSELL 2000 ETF11,23411,181-53$2,482,263$2,230,498-$251,7652025-04-23
Q1 2025IWF
ISHARES TR		RUS 1000 GRW ETF4,0003,918-82$1,606,402$1,414,824-$191,5782025-04-23
Q1 2025NUDM
NUSHARES ETF TR		NUVEEN ESG INTL107,41796,520-10,897$3,228,956$3,074,163-$154,7932025-04-23
Q1 2025AVEM
AMERICAN CENTY ETF TR		AVANTIS EMGMKT16,19714,930-1,267$952,223$898,340-$53,8832025-04-23
Q1 2025DFAE
DIMENSIONAL ETF TRUST		EMGR CRE EQT MNG276,668272,532-4,136$7,019,070$7,055,843+$36,7732025-04-23
Q1 2025VV
VANGUARD INDEX FDS		LARGE CAP ETF1,4891,472-17$401,467$378,279-$23,1882025-04-23
Q1 2025AVDV
AMERICAN CENTY ETF TR		INTL SMCP VLU3,6033,116-487$234,500$217,327-$17,1732025-04-23
Q1 2025VEA
VANGUARD TAX-MANAGED FDS		VAN FTSE DEV MKT69,19865,278-3,920$3,309,041$3,318,058+$9,0172025-04-23

Similar Firms

Firm NameCountry13F ValueHoldings
Plan A Wealth LLCUnited States$0.209B178
BYRNE FINANCIAL FREEDOM, LLCUnited States$0.209B103
BERNZOTT CAPITAL ADVISORSUnited States$0.209B38
Beartown Capital Management, LLCUnited States$0.209B42
ADE, LLCUnited States$0.209B86
Adalta Capital Management LLCUnited States$0.209B120
MARSHALL INVESTMENT MANAGEMENT, LLCUnited States$0.208B274
STERLING INVESTMENT ADVISORS LLC /ADVUnited States$0.208B40
GLYNN CAPITAL MANAGEMENT LLCUnited States$0.209B42
ELCO Management Co., LLCUnited States$0.208B181
Advertisement