MGMERCER GLOBAL ADVISORS INC /ADV
Institutional investor · Portfolio as of Q1 2024
Top Holdings1,942 positions
| 23.6M | $1.8B | 5.2% | — | — | 21 qtrssince 2019-Q1 | Increased 71 | |
VANGUARD S&P500 INDEX ETF | 3.7M | $1.8B | 5.0% | $384.77 | +21.15% | 21 qtrssince 2019-Q1 | Increased 70 |
iShares Core U.S. Aggregate Bond ETF | 17.6M | $1.7B | 4.9% | $89.00 | +0.22% | 21 qtrssince 2019-Q1 | Increased 68 |
DIMENSIONAL ETF TRUST | 45.1M | $1.4B | 4.1% | $26.20 | +18.81% | 12 qtrssince 2021-Q2 | Increased 65 |
iShares Edge MSCI USA Momentum Factor ETF | 7.3M | $1.4B | 3.9% | $136.43 | +34.55% | 21 qtrssince 2019-Q1 | Increased 64 |
DIMENSIONAL ETF TRUST | 25.8M | $1.1B | 3.0% | $33.41 | +17.57% | 8 qtrssince 2022-Q2 | Increased 68 |
VANGUARD FTSE DEV MKT ETF | 17.5M | $878.4M | 2.5% | $41.54 | +12.57% | 21 qtrssince 2019-Q1 | Increased 63 |
DIMENSIONAL ETF TRUST | 26.3M | $831.7M | 2.4% | $26.57 | +15.83% | 7 qtrssince 2022-Q3 | Increased 71 |
Microsoft Corp | 1.9M | $818.3M | 2.3% | $278.68 | +48.09% | 21 qtrssince 2019-Q1 | Increased 59 |
Vanguard Total International Bond ETF | 16.6M | $817.8M | 2.3% | $43.70 | +1.85% | 21 qtrssince 2019-Q1 | Increased 63 |
iShares MSCI Intl Momentum Factor ETF | 17M | $668.8M | 1.9% | $28.55 | +26.00% | 21 qtrssince 2019-Q1 | Increased 57 |
DIMENSIONAL ETF TRUST | 21.3M | $568.9M | 1.6% | $22.24 | +11.80% | 6 qtrssince 2022-Q4 | Increased 55 |
ISHARES TR | 5.2M | $563.3M | 1.6% | $97.28 | +2.57% | 21 qtrssince 2019-Q1 | Increased 57 |
ISHARES TR | 5.3M | $559.9M | 1.6% | $97.00 | +1.99% | 17 qtrssince 2020-Q1 | Increased 54 |
DIMENSIONAL ETF TRUST | 14.8M | $545.1M | 1.5% | $29.97 | +12.08% | 11 qtrssince 2021-Q3 | Increased 66 |
Eli Lilly & Co | 691,379 | $537.9M | 1.5% | $523.96 | +45.97% | 21 qtrssince 2019-Q1 | Decreased 0 |
Vanguard Small-Cap ETF | 2M | $459.4M | 1.3% | $188.12 | +17.41% | 21 qtrssince 2019-Q1 | Increased 55 |
DIMENSIONAL ETF TRUST | 14.6M | $394.6M | 1.1% | $23.13 | +9.82% | 7 qtrssince 2022-Q3 | Increased 65 |
iShares Edge MSCI USE Quality Factor ETF | 2.3M | $385.8M | 1.1% | $97.02 | +65.37% | 21 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA Corp | 419,259 | $379.1M | 1.1% | $42.19 | +113.57% | 21 qtrssince 2019-Q1 | Increased 62 |
MERCER GLOBAL ADVISORS INC /ADV manages $35.2B across 1942 positions as of Q1 2024. Top holdings: Vanguard Short-Term Bond ETF (5.2%), VOO (5.0%), AGG (4.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 182 new positions, 247 exits, 893 increased. Top move: DUHP (INCREASED, conviction 71). Portfolio: $35.2B across 1942 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