MGMERCER GLOBAL ADVISORS INC /ADV
Institutional investor · Portfolio as of Q1 2025
Top Holdings2,148 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES TR | 26.2M | $2.6B | 5.9% | $90.16 | +3.73% | 25 qtrssince 2019-Q1 | Increased 69 |
| 31.6M | $2.5B | 5.7% | — | — | 25 qtrssince 2019-Q1 | Increased 68 | |
VANGUARD S&P 500 ETF | 4.3M | $2.2B | 5.1% | $407.55 | +24.24% | 25 qtrssince 2019-Q1 | Increased 67 |
DIMENSIONAL US CORE EQUITY 2 | 53.8M | $1.8B | 4.1% | $27.66 | +17.65% | 16 qtrssince 2021-Q2 | Increased 67 |
ISHARES MSCI USA MOMENTUM FA | 7.4M | $1.5B | 3.4% | $145.30 | +37.25% | 25 qtrssince 2019-Q1 | Increased 63 |
VANGUARD FTSE DEVELOPED ETF | 28.4M | $1.4B | 3.3% | $44.29 | +12.32% | 25 qtrssince 2019-Q1 | Increased 67 |
DIMENSIONAL US MARKETWIDE VA | 34.2M | $1.4B | 3.2% | $35.77 | +12.91% | 12 qtrssince 2022-Q2 | Increased 64 |
DIMENSIONAL ETF TRUST | 38.1M | $1.3B | 2.9% | $28.74 | +13.28% | 11 qtrssince 2022-Q3 | Increased 58 |
VANGUARD TOTAL INTL BOND ETF | 24.5M | $1.2B | 2.7% | $44.57 | +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% | $23.78 | +14.98% | 10 qtrssince 2022-Q4 | Increased 56 |
ISHARES TR | 19.9M | $794.5M | 1.8% | $30.72 | +24.49% | 25 qtrssince 2019-Q1 | Increased 55 |
DIMENSIONAL INTERNATIONAL VA | 19.1M | $751.8M | 1.7% | $32.24 | +19.52% | 15 qtrssince 2021-Q3 | Increased 54 |
ISHARES NATIONAL MUNI BOND E | 6.8M | $717.1M | 1.6% | $98.01 | +2.81% | 25 qtrssince 2019-Q1 | Increased 53 |
ISHARES SHORT-TERM NATIONAL | 6.6M | $693.9M | 1.6% | $97.66 | +4.37% | 21 qtrssince 2020-Q1 | Increased 52 |
DIMENSIONAL ETF TRUST | 24.4M | $656.1M | 1.5% | $24.66 | +7.94% | 11 qtrssince 2022-Q3 | Increased 54 |
AVANTIS US SMALL CAP EQUITY | 12.6M | $611.2M | 1.4% | $53.04 | -9.36% | 2 qtrssince 2024-Q4 | Increased 55 |
VANGUARD SMALL-CAP VIPERS | 2.6M | $584.3M | 1.3% | $197.27 | +11.23% | 25 qtrssince 2019-Q1 | Increased 55 |
NVIDIA CORP | 5.4M | $544.5M | 1.2% | $116.08 | -5.54% | 25 qtrssince 2019-Q1 | Increased 53 |
AVANTIS EMERGING MARKETS EQ | 8.9M | $535M | 1.2% | $57.39 | +2.53% | 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 BD INDEX FDS (5.7%), VOO (5.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
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
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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