MGMERCER GLOBAL ADVISORS INC /ADV
Institutional investor · Portfolio as of Q3 2024
Top Holdings1,952 positions
| 29.1M | $2.3B | 5.4% | — | — | 23 qtrssince 2019-Q1 | Increased 71 | |
ISHARES TR | 22.5M | $2.3B | 5.3% | $89.72 | +4.72% | 23 qtrssince 2019-Q1 | Increased 72 |
Vanguard Index Funds S&P 500 ETF SHS | 4.2M | $2.2B | 5.1% | $398.09 | +29.40% | 23 qtrssince 2019-Q1 | Increased 65 |
DIMENSIONAL U.S. CORE EQUITY 2 ETF | 50.1M | $1.7B | 4.0% | $26.83 | +25.21% | 14 qtrssince 2021-Q2 | Increased 62 |
ISHARES MSCI USA MOMENTUM FACTOR ETF | 7.9M | $1.6B | 3.7% | $140.81 | +41.54% | 23 qtrssince 2019-Q1 | Increased 61 |
DIMENSIONAL US MARKETWIDE VALUE ETF | 35.3M | $1.5B | 3.4% | $35.07 | +15.20% | 10 qtrssince 2022-Q2 | Increased 70 |
DIMENSIONAL ETF TRUST | 37.8M | $1.3B | 3.0% | $28.40 | +17.53% | 9 qtrssince 2022-Q3 | Increased 66 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 21.6M | $1.1B | 2.7% | $42.82 | +16.34% | 23 qtrssince 2019-Q1 | Increased 61 |
VANGUARD CHARLOTTE FDS | 21.6M | $1.1B | 2.5% | $44.10 | +4.37% | 23 qtrssince 2019-Q1 | Increased 64 |
Microsoft Corp. | 2.2M | $920.3M | 2.2% | $295.89 | +43.16% | 23 qtrssince 2019-Q1 | Increased 57 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 1.5M | $860.6M | 2.0% | $482.64 | +16.20% | 23 qtrssince 2019-Q1 | Increased 55 |
ISHARES MSCI INTL MOMENTUM FACTOR ETF | 19.5M | $781.7M | 1.8% | $29.58 | +26.83% | 23 qtrssince 2019-Q1 | Increased 54 |
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 8.4M | $763.8M | 1.8% | $83.89 | +0.70% | 23 qtrssince 2019-Q1 | Increased 81 |
DIMENSIONAL INTERNATIONAL VALUE ETF | 19.4M | $734.4M | 1.7% | $31.10 | +14.83% | 13 qtrssince 2021-Q3 | Increased 58 |
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 25.7M | $720.7M | 1.7% | $22.85 | +16.59% | 8 qtrssince 2022-Q4 | Increased 55 |
ISHARES NATIONAL MUNI BOND ETF | 6.4M | $700.2M | 1.6% | $97.86 | +4.48% | 23 qtrssince 2019-Q1 | Increased 53 |
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 6.3M | $669.7M | 1.6% | $97.44 | +4.02% | 19 qtrssince 2020-Q1 | Increased 52 |
Eli Lilly & Co. | 702,834 | $621.6M | 1.5% | $529.73 | +64.93% | 23 qtrssince 2019-Q1 | Increased 50 |
DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | 22.1M | $610.6M | 1.4% | $24.10 | +9.98% | 9 qtrssince 2022-Q3 | Increased 62 |
NVIDIA Corp. | 5.1M | $594.3M | 1.4% | $56.03 | +116.17% | 23 qtrssince 2019-Q1 | Increased 57 |
MERCER GLOBAL ADVISORS INC /ADV manages $42.7B across 1952 positions as of Q3 2024. Top holdings: VANGUARD SHORT-TERM BOND ETF (5.4%), AGG (5.3%), VOO (5.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 112 new positions, 128 exits, 1013 increased. Top move: BIL (INCREASED, conviction 81). Portfolio: $42.7B across 1952 positions.
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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