MGMERCER GLOBAL ADVISORS INC /ADV
Institutional investor · Portfolio as of Q1 2026
Top Holdings3,217 positions
iShares Core U.S. Aggregate Bond ETF | 39.3M | $3.9B | 5.8% | $92.38 | +5.65% | 29 qtrssince 2019-Q1 | Increased 67 |
| 45.4M | $3.6B | 5.3% | — | — | 29 qtrssince 2019-Q1 | Increased 68 | |
VANGUARD S&P500 INDEX ETF | 5.3M | $3.1B | 4.7% | $444.85 | +33.59% | 29 qtrssince 2019-Q1 | Decreased 0 |
DIMENSIONAL ETF TRUST | 70.3M | $2.7B | 4.0% | $30.07 | +28.64% | 20 qtrssince 2021-Q2 | Increased 64 |
VANGUARD FTSE DEV MKT ETF | 35.7M | $2.3B | 3.4% | $47.13 | +34.92% | 29 qtrssince 2019-Q1 | Increased 60 |
DIMENSIONAL ETF TRUST | 42.3M | $2.1B | 3.0% | $37.33 | +28.90% | 16 qtrssince 2022-Q2 | Increased 62 |
iShares Edge MSCI USA Momentum Factor ETF | 8.4M | $2B | 3.0% | $156.03 | +53.33% | 29 qtrssince 2019-Q1 | Increased 59 |
DIMENSIONAL ETF TRUST | 48.7M | $1.8B | 2.7% | $30.44 | +20.27% | 15 qtrssince 2022-Q3 | Increased 60 |
Vanguard Total International Bond ETF | 36.3M | $1.7B | 2.6% | $45.31 | +4.54% | 29 qtrssince 2019-Q1 | Increased 57 |
Apple Inc | 6.7M | $1.7B | 2.5% | $255.13 | -0.70% | 3 qtrssince 2025-Q3 | Increased 55 |
DIMENSIONAL ETF TRUST | 38.5M | $1.4B | 2.0% | $25.23 | +38.44% | 14 qtrssince 2022-Q4 | Increased 57 |
NVIDIA Corp | 7.2M | $1.2B | 1.8% | $184.13 | -5.50% | 3 qtrssince 2025-Q3 | Increased 60 |
DIMENSIONAL ETF TRUST | 22.3M | $1.2B | 1.7% | $33.63 | +53.92% | 19 qtrssince 2021-Q3 | Increased 52 |
iShares MSCI Intl Momentum Factor ETF | 24M | $1.2B | 1.7% | $33.06 | +43.60% | 29 qtrssince 2019-Q1 | Increased 53 |
DIMENSIONAL ETF TRUST | 32.3M | $1B | 1.5% | $25.79 | +23.34% | 15 qtrssince 2022-Q3 | Increased 54 |
ISHARES TR | 9.4M | $993.3M | 1.5% | $100.11 | +4.62% | 29 qtrssince 2019-Q1 | Increased 55 |
ISHARES TR | 9.2M | $979.4M | 1.4% | $99.67 | +5.72% | 25 qtrssince 2020-Q1 | Increased 55 |
AMERICAN CENTY ETF TR | 14.9M | $925.4M | 1.4% | $53.46 | +19.79% | 6 qtrssince 2024-Q4 | Increased 52 |
VANGUARD EMERGING MARKETS ETF | 16.6M | $896.9M | 1.3% | $42.96 | +25.42% | 29 qtrssince 2019-Q1 | Increased 53 |
Vanguard Small-Cap ETF | 3.3M | $871.9M | 1.3% | $206.82 | +25.90% | 29 qtrssince 2019-Q1 | Increased 52 |
MERCER GLOBAL ADVISORS INC /ADV manages $67.6B across 3217 positions as of Q1 2026. Top holdings: AGG (5.8%), Vanguard Short-Term Bond ETF (5.3%), VOO (4.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 550 new positions, 173 exits, 1663 increased. Top move: AGG (INCREASED, conviction 67). Portfolio: $67.6B across 3217 positions.
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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
Verify source filings on SEC EDGAR