Allodium Investment Consultants
Allodium Investment Consultants reported 56 stocks worth $244M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are DFUS (11.6%), DFAI (10.8%) and Dimensional U S Small Cap ETF (9.1%). Compared with Q2 2026, the fund opened new positions in FTMN, added to DFAI, AVIG and VNQ and trimmed IVV, NUSC and VEA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DFUS Dimensional US Equity Market ETF | $28.3M | 11.6% | 341K | No change | 8 of 8 | |
| 2 |  DFAI Dimensional Intern Core | $26.2M | 10.8% | 632K | +37K (+6%) | 8 of 8 | |
| 3 | DIMENSIONAL U S SMALL CAP ETF | $22.1M | 9.1% | 285K | +15K (+5%) | 8 of 8 | |
| 4 |  AVIG American Centy ETF TR | $16.6M | 6.8% | 422K | +39K (+10%) | 8 of 8 | |
| 5 |  VNQ Vanguard Index Fds | $14.7M | 6.0% | 164K | +9,944 (+6%) | 8 of 8 | |
| 6 |  DFAE Dimensional Emerg Core | $12M | 4.9% | 306K | +17K (+6%) | 8 of 8 | |
| 7 |  DFIS Dimensional ETF Trust | $12M | 4.9% | 331K | +22K (+7%) | 8 of 8 | |
| 8 |  DFSI Dimensional ETF Trust | $9.8M | 4.0% | 218K | +16K (+8%) | 8 of 8 | |
| 9 |  IVV Ishares TR | $8.9M | 3.7% | 12K | −249 (−2%) | 8 of 8 | |
| 10 |  DFSU Dimensional ETF Trust | $7.1M | 2.9% | 151K | +8,132 (+6%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $975K | 12K |
DIMENSIONAL US REAL | $314K | 12K |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Allodium Investment Consultants 13F FAQ
What does Allodium Investment Consultants own?
Allodium Investment Consultants reported 56 stocks worth $244M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are DFUS (11.6%), DFAI (10.8%) and Dimensional U S Small Cap ETF (9.1%). The table above lists every position in the filing (the top 10 without an account).
What did Allodium Investment Consultants buy and sell in Q3 2026?
Compared with Q2 2026: 1 new positions, 30 added to, 14 trimmed and 2 sold out. New positions include FTMN.
When will Allodium Investment Consultants file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Allodium Investment Consultants's portfolio worth?
The Q3 2026 filing reports $244M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.