MGMERCER GLOBAL ADVISORS INC /ADV
Institutional investor · Portfolio as of Q2 2025
Top Holdings2,249 positions
ISHARES TR | 28.3M | $2.8B | 5.7% | $90.50 | +4.66% | 26 qtrssince 2019-Q1 | Increased 67 |
| 34.1M | $2.7B | 5.5% | — | — | 26 qtrssince 2019-Q1 | Increased 67 | |
Vanguard Index Funds S&P 500 ETF SHS | 4.6M | $2.6B | 5.4% | $417.37 | +34.16% | 26 qtrssince 2019-Q1 | Increased 67 |
DIMENSIONAL U.S. CORE EQUITY 2 ETF | 56.6M | $2B | 4.1% | $27.98 | +26.53% | 17 qtrssince 2021-Q2 | Increased 62 |
ISHARES MSCI USA MOMENTUM FACTOR ETF | 7.6M | $1.8B | 3.7% | $146.86 | +62.16% | 26 qtrssince 2019-Q1 | Increased 60 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 28.6M | $1.6B | 3.3% | $43.99 | +25.64% | 26 qtrssince 2019-Q1 | Increased 59 |
DIMENSIONAL US MARKETWIDE VALUE ETF | 36.1M | $1.5B | 3.1% | $35.79 | +15.94% | 13 qtrssince 2022-Q2 | Increased 62 |
DIMENSIONAL ETF TRUST | 40.1M | $1.4B | 2.9% | $29.00 | +21.19% | 12 qtrssince 2022-Q3 | Increased 58 |
VANGUARD CHARLOTTE FDS | 26.1M | $1.3B | 2.6% | $44.52 | +5.64% | 26 qtrssince 2019-Q1 | Increased 59 |
Apple Inc. | 5.2M | $1.1B | 2.1% | — | — | — | New — |
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 31.7M | $986.7M | 2.0% | $23.55 | +28.12% | 11 qtrssince 2022-Q4 | Increased 56 |
ISHARES MSCI INTL MOMENTUM FACTOR ETF | 20.6M | $942.5M | 1.9% | $30.80 | +41.56% | 26 qtrssince 2019-Q1 | Increased 52 |
DIMENSIONAL INTERNATIONAL VALUE ETF | 19.9M | $853.2M | 1.7% | $31.94 | +29.69% | 16 qtrssince 2021-Q3 | Increased 52 |
NVIDIA Corp. | 5.7M | $842.7M | 1.7% | — | — | — | New — |
DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | 25.8M | $760.3M | 1.5% | $24.51 | +17.35% | 12 qtrssince 2022-Q3 | Increased 53 |
Microsoft Corp. | 1.5M | $745.3M | 1.5% | $307.76 | +60.04% | 26 qtrssince 2019-Q1 | Increased 53 |
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 6.9M | $733.6M | 1.5% | $97.93 | +5.43% | 22 qtrssince 2020-Q1 | Increased 52 |
AVANTIS U.S SMALL CAP EQUITY ETF | 13.7M | $708.5M | 1.4% | $52.91 | -2.77% | 3 qtrssince 2024-Q4 | Increased 54 |
VANGUARD INDEX FDS | 2.8M | $668.8M | 1.4% | $198.44 | +17.48% | 26 qtrssince 2019-Q1 | Increased 53 |
ISHARES NATIONAL MUNI BOND ETF | 6.3M | $653M | 1.3% | $98.01 | +2.69% | 26 qtrssince 2019-Q1 | Decreased 0 |
MERCER GLOBAL ADVISORS INC /ADV manages $49.1B across 2249 positions as of Q2 2025. Top holdings: AGG (5.7%), VANGUARD SHORT-TERM BOND ETF (5.5%), VOO (5.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 233 new positions, 165 exits, 999 increased. Top move: AGG (INCREASED, conviction 67). Portfolio: $49.1B across 2249 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