Allodium Investment Analysts: Q2 2026 Portfolio Activity Report

As of June 30, 2026, Allodium Investment Consultants, Llc managed a substantial portfolio valued at approximately $232 million. The firm's investment strategy appears focused on specific sectors and ETFs, as evidenced by the changes in their holdings during this quarter. This analysis reviews notable purchases and reductions observed based on disclosed data.

Prominent Purchases Observed

Allodium Investment Consultants, Llc registered several significant increases in their portfolio positions during Q2 2026:

• DFAE (Dimensional ETF Trust) saw its position grow by -5.65%, indicating a reduction in holdings.
• DFAS (Dimensional ETF Trust) experienced the largest decrease, with shares dropping by -2.5%.
• AVIG (American Century ETF TR) also showed a significant reduction of -8.53% in its share count.

• The position in VNQ (Vanguard Index Fund) decreased by -2.79%, reflecting a smaller reduction relative to the portfolio size.

Other Notable Changes and Reductions

Beyond these major shifts, several other holdings showed changes during the quarter:

• DFAE, Dimensional ETF Trust, was another position that saw a notable reduction.
• AVSF (American Century ETF TR) increased its allocation by +11.49%.

• The investor also adjusted their position in Dimensional ETF Trust's DFSB, increasing it by +5.56% based on share growth.

In summary, Allodium Investment Consultants, Llc's portfolio allocation saw notable adjustments in Q2 2026, with significant reductions observed across several Dimensional ETF Trust holdings and an American Century ETF TR fund.