MGMERCER GLOBAL ADVISORS INC /ADV
Institutional investor · Portfolio as of Q3 2023
Top Holdings1,952 positions
| 18.8M | $1.4B | 5.4% | — | — | 19 qtrssince 2019-Q1 | Increased 70 | |
ISHARES TR | 13.4M | $1.3B | 4.8% | $88.26 | -5.30% | 19 qtrssince 2019-Q1 | Increased 72 |
VANGUARD INDEX FDS | 2.9M | $1.1B | 4.3% | $367.45 | +2.88% | 19 qtrssince 2019-Q1 | Increased 74 |
ISHARES TR | 6.5M | $914.4M | 3.5% | $131.96 | +3.40% | 19 qtrssince 2019-Q1 | Increased 61 |
DIMENSIONAL ETF TRUST | 34.5M | $904.2M | 3.4% | $25.19 | +0.76% | 10 qtrssince 2021-Q2 | Increased 69 |
APPLE INC | 4M | $679.6M | 2.6% | $131.14 | +28.81% | 19 qtrssince 2019-Q1 | Increased 54 |
VANGUARD CHARLOTTE FDS | 12.7M | $606.2M | 2.3% | $43.34 | -3.89% | 19 qtrssince 2019-Q1 | Increased 65 |
DIMENSIONAL ETF TRUST | 17.7M | $602.1M | 2.3% | $31.24 | +3.81% | 6 qtrssince 2022-Q2 | Increased 62 |
VANGUARD TAX-MANAGED FDS | 12.6M | $550.9M | 2.1% | $39.96 | +0.08% | 19 qtrssince 2019-Q1 | Increased 66 |
ISHARES TR | 7.2M | $519.1M | 2.0% | $67.42 | +2.32% | 19 qtrssince 2019-Q1 | Increased 57 |
ISHARES TR | 4.9M | $503M | 1.9% | $96.40 | -0.61% | 15 qtrssince 2020-Q1 | Increased 53 |
ISHARES TR | 14.3M | $449.1M | 1.7% | $27.36 | +4.37% | 19 qtrssince 2019-Q1 | Increased 53 |
DIMENSIONAL ETF TRUST | 16.8M | $430.4M | 1.6% | $24.63 | +0.82% | 5 qtrssince 2022-Q3 | Increased 58 |
iShares National Muni Bond | 4.1M | $417.5M | 1.6% | $96.07 | -2.98% | 19 qtrssince 2019-Q1 | Increased 59 |
MICROSOFT CORP | 1.2M | $380.5M | 1.4% | $218.08 | +41.48% | 19 qtrssince 2019-Q1 | Increased 58 |
DIMENSIONAL ETF TRUST | 16M | $373.9M | 1.4% | $21.61 | -0.35% | 4 qtrssince 2022-Q4 | Increased 59 |
ISHARES TR | 2.7M | $349.6M | 1.3% | $97.18 | +31.60% | 19 qtrssince 2019-Q1 | Decreased 0 |
DIMENSIONAL ETF TRUST | 9.3M | $303.9M | 1.2% | $28.10 | +4.81% | 9 qtrssince 2021-Q3 | Increased 58 |
VANGUARD INDEX FDS | 1.5M | $292.7M | 1.1% | $180.83 | +0.21% | 19 qtrssince 2019-Q1 | Increased 59 |
ISHARES TR | 3.2M | $291.5M | 1.1% | $74.21 | +13.93% | 19 qtrssince 2019-Q1 | Decreased 0 |
MERCER GLOBAL ADVISORS INC /ADV manages $26.3B across 1952 positions as of Q3 2023. Top holdings: VANGUARD BD INDEX FDS (5.4%), AGG (4.8%), VOO (4.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 178 new positions, 142 exits, 846 increased. Top move: VOO (INCREASED, conviction 74). Portfolio: $26.3B across 1952 positions.
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Portfolio allocation by GICS sector
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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