MGMERCER GLOBAL ADVISORS INC /ADV
Institutional investor · Portfolio as of Q2 2026
Top Holdings3,655 positions
ISHARES TR | 45M | $4.5B | 5.5% | $93.07 | +1.68% | 30 qtrssince 2019-Q1 | Increased 71 |
| 50.7M | $3.9B | 4.9% | — | — | — | Increased 65 | |
VANGUARD INDEX FDS | 5.5M | $3.8B | 4.6% | $453.79 | +56.74% | 30 qtrssince 2019-Q1 | Increased 61 |
DIMENSIONAL U.S. CORE EQUITY 2 ETF | 73.2M | $3.2B | 4.0% | $30.64 | +47.24% | 21 qtrssince 2021-Q2 | Increased 61 |
ISHARES MSCI USA MOMENTUM FACTOR ETF | 8.1M | $2.8B | 3.4% | $156.03 | +103.37% | 30 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 36.6M | $2.6B | 3.2% | $47.67 | +46.56% | 30 qtrssince 2019-Q1 | Increased 60 |
DIMENSIONAL US MARKETWIDE VALUE ETF | 43.4M | $2.4B | 2.9% | $37.75 | +47.48% | 17 qtrssince 2022-Q2 | Increased 56 |
DIMENSIONAL ETF TRUST | 51.7M | $2.2B | 2.7% | $31.07 | +36.59% | 16 qtrssince 2022-Q3 | Increased 58 |
APPLE INC | 7M | $2B | 2.5% | $256.70 | +32.61% | 4 qtrssince 2025-Q3 | Increased 57 |
VANGUARD CHARLOTTE FDS | 39.3M | $1.9B | 2.4% | $45.52 | +3.10% | 30 qtrssince 2019-Q1 | Increased 59 |
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 41.5M | $1.5B | 1.9% | $26.10 | +42.88% | 15 qtrssince 2022-Q4 | Increased 54 |
NVIDIA CORPORATION | 7.7M | $1.5B | 1.9% | $185.18 | +24.46% | 4 qtrssince 2025-Q3 | Increased 54 |
ISHARES MSCI INTL MOMENTUM FACTOR ETF | 25.8M | $1.4B | 1.7% | $34.51 | +50.81% | 30 qtrssince 2019-Q1 | Increased 54 |
DIMENSIONAL INTERNATIONAL VALUE ETF | 24M | $1.3B | 1.6% | $35.05 | +57.70% | 20 qtrssince 2021-Q3 | Increased 54 |
DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | 35.6M | $1.2B | 1.5% | $26.54 | +26.93% | 16 qtrssince 2022-Q3 | Increased 55 |
AVANTIS U.S SMALL CAP EQUITY ETF | 15.2M | $1.1B | 1.4% | $53.92 | +29.75% | 7 qtrssince 2024-Q4 | Increased 51 |
ISHARES NATIONAL MUNI BOND ETF | 10.4M | $1.1B | 1.4% | $100.77 | -0.03% | 30 qtrssince 2019-Q1 | Increased 56 |
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 10.4M | $1.1B | 1.4% | $100.41 | +4.18% | 26 qtrssince 2020-Q1 | Increased 57 |
VANGUARD INDEX FDS | 3.4M | $1B | 1.3% | $209.37 | +37.38% | 30 qtrssince 2019-Q1 | Increased 52 |
VANGUARD INTL EQUITY INDEX F | 16.6M | $988.1M | 1.2% | $42.96 | +37.57% | 30 qtrssince 2019-Q1 | Decreased 0 |
MERCER GLOBAL ADVISORS INC /ADV manages $80.9B across 3655 positions as of Q2 2026. Top holdings: AGG (5.5%), VANGUARD SHORT-TERM BOND ETF (4.9%), VOO (4.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 520 new positions, 147 exits, 2087 increased. Top move: AGG (INCREASED, conviction 71). Portfolio: $80.9B across 3655 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR