Allodium Investment Consultants, LLC quarter change: USA ETF, Unchanged
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Allodium Investment Consultants, LLC opened 11 positions, added to 20, reduced 16, sold out of 8 and left 6 unchanged. The largest increase in value was DFUS (+$27,942,375); the largest decrease was DFUS (-$24,472,003).
- IWO: Country of operation —; Class RUS 2000 GRW ETF; Shares 2026-03-31 1,172; Shares 2026-06-30 1,172.
- SUSA: Country of operation —; Class ESG OPTIMIZED; Shares 2026-03-31 2,488; Shares 2026-06-30 2,488.
- VOO: Country of operation —; Class S&P 500 ETF SHS; Shares 2026-03-31 498; Shares 2026-06-30 498.
- FDM: Country of operation —; Class COM SHS ANNUAL; Shares 2026-03-31 3,403; Shares 2026-06-30 3,403.
Two Form 13F-HR filings compared (SEC CIK 2052983): 2026-03-31 (filed 2026-04-09) and 2026-06-30 (filed 2026-07-14). 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; share change is the position change.
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