MGMERCER GLOBAL ADVISORS INC /ADV
Institutional investor · Portfolio as of Q1 2025
Top Holdings2,148 positions
ISHARES TR | 26.2M | $2.6B | 5.9% | $89.55 | +3.72% | 25 qtrssince 2019-Q1 | Increased 69 |
| 31.6M | $2.5B | 5.7% | — | — | 25 qtrssince 2019-Q1 | Increased 68 | |
VANGUARD INDEX FDS | 4.3M | $2.2B | 5.1% | $405.64 | +24.51% | 25 qtrssince 2019-Q1 | Increased 67 |
DIMENSIONAL ETF TRUST | 53.8M | $1.8B | 4.1% | $27.60 | +17.74% | 16 qtrssince 2021-Q2 | Increased 67 |
ISHARES TR | 7.4M | $1.5B | 3.4% | $145.14 | +37.72% | 25 qtrssince 2019-Q1 | Increased 63 |
VANGUARD TAX-MANAGED FDS | 28.4M | $1.4B | 3.3% | $43.91 | +11.33% | 25 qtrssince 2019-Q1 | Increased 67 |
DIMENSIONAL ETF TRUST | 34.2M | $1.4B | 3.2% | $35.48 | +13.46% | 12 qtrssince 2022-Q2 | Increased 64 |
DIMENSIONAL ETF TRUST | 38.1M | $1.3B | 2.9% | $28.66 | +13.87% | 11 qtrssince 2022-Q3 | Increased 58 |
VANGUARD CHARLOTTE FDS | 24.5M | $1.2B | 2.7% | $44.24 | +3.90% | 25 qtrssince 2019-Q1 | Increased 62 |
APPLE INC | 5.1M | $1.1B | 2.6% | $248.21 | -11.05% | 2 qtrssince 2024-Q4 | Increased 55 |
DIMENSIONAL ETF TRUST | 30.9M | $858M | 2.0% | $23.37 | +13.74% | 10 qtrssince 2022-Q4 | Increased 56 |
ISHARES TR | 19.9M | $794.5M | 1.8% | $30.35 | +24.07% | 25 qtrssince 2019-Q1 | Increased 55 |
DIMENSIONAL ETF TRUST | 19.1M | $751.8M | 1.7% | $31.54 | +18.62% | 15 qtrssince 2021-Q3 | Increased 54 |
ISHARES NATIONAL MUNI BOND ETF | 6.8M | $717.1M | 1.6% | $97.50 | +2.78% | 25 qtrssince 2019-Q1 | Increased 53 |
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 6.6M | $693.9M | 1.6% | $97.23 | +4.37% | 21 qtrssince 2020-Q1 | Increased 52 |
DIMENSIONAL ETF TRUST | 24.4M | $656.1M | 1.5% | $24.26 | +7.14% | 11 qtrssince 2022-Q3 | Increased 54 |
AMERICAN CENTY ETF TR | 12.6M | $611.2M | 1.4% | $53.04 | -9.36% | 2 qtrssince 2024-Q4 | Increased 55 |
VANGUARD INDEX FDS | 2.6M | $584.3M | 1.3% | $196.00 | +10.93% | 25 qtrssince 2019-Q1 | Increased 55 |
NVIDIA CORPORATION | 5.4M | $544.5M | 1.2% | $59.27 | +82.41% | 25 qtrssince 2019-Q1 | Increased 53 |
AMERICAN CENTY ETF TR | 8.9M | $535M | 1.2% | $56.65 | +2.11% | 2 qtrssince 2024-Q4 | Increased 55 |
MERCER GLOBAL ADVISORS INC /ADV manages $43.6B across 2148 positions as of Q1 2025. Top holdings: AGG (5.9%), VANGUARD SHORT-TERM BOND ETF (5.7%), VOO (5.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 171 new positions, 138 exits, 1122 increased. Top move: AGG (INCREASED, conviction 69). Portfolio: $43.6B across 2148 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