MGMERCER GLOBAL ADVISORS INC /ADV
Institutional investor · Portfolio as of Q3 2025
Top Holdings2,633 positions
iShares Core U.S. Aggregate Bond ETF | 33.2M | $3.3B | 5.6% | $91.42 | +5.74% | 27 qtrssince 2019-Q1 | Increased 72 |
VANGUARD S&P500 INDEX ETF | 4.9M | $3B | 5.0% | $428.09 | +41.42% | 27 qtrssince 2019-Q1 | Increased 66 |
| 37.9M | $3B | 5.0% | — | — | 27 qtrssince 2019-Q1 | Increased 65 | |
DIMENSIONAL ETF TRUST | 61.2M | $2.4B | 3.9% | $28.76 | +32.84% | 18 qtrssince 2021-Q2 | Increased 64 |
VANGUARD FTSE DEV MKT ETF | 33.4M | $2B | 3.3% | $46.06 | +26.74% | 27 qtrssince 2019-Q1 | Increased 68 |
iShares Edge MSCI USA Momentum Factor ETF | 7.6M | $1.9B | 3.3% | $147.03 | +73.26% | 27 qtrssince 2019-Q1 | Increased 58 |
DIMENSIONAL ETF TRUST | 38.1M | $1.7B | 2.8% | $36.23 | +21.59% | 14 qtrssince 2022-Q2 | Increased 58 |
DIMENSIONAL ETF TRUST | 42.6M | $1.6B | 2.7% | $29.49 | +26.93% | 13 qtrssince 2022-Q3 | Increased 58 |
Vanguard Total International Bond ETF | 31.2M | $1.5B | 2.6% | $44.96 | +5.16% | 27 qtrssince 2019-Q1 | Increased 65 |
Apple Inc | 6.1M | $1.5B | 2.6% | $253.69 | 0.00% | 1 qtr | New 83 |
DIMENSIONAL ETF TRUST | 34.9M | $1.1B | 1.9% | $24.31 | +31.43% | 12 qtrssince 2022-Q4 | Increased 55 |
iShares MSCI Intl Momentum Factor ETF | 21.7M | $1B | 1.7% | $31.55 | +44.82% | 27 qtrssince 2019-Q1 | Increased 53 |
NVIDIA Corp | 5.9M | $1B | 1.7% | $186.13 | 0.00% | 1 qtr | New 73 |
DIMENSIONAL ETF TRUST | 20.9M | $966.1M | 1.6% | $32.57 | +37.55% | 17 qtrssince 2021-Q3 | Increased 53 |
Microsoft Corp | 1.8M | $924.3M | 1.5% | $340.44 | +50.90% | 27 qtrssince 2019-Q1 | Increased 59 |
DIMENSIONAL ETF TRUST | 28.4M | $863.7M | 1.4% | $25.00 | +19.08% | 13 qtrssince 2022-Q3 | Increased 55 |
ISHARES TR | 7.8M | $829.3M | 1.4% | $98.64 | +5.75% | 23 qtrssince 2020-Q1 | Increased 56 |
VANGUARD EMERGING MARKETS ETF | 15.3M | $829.2M | 1.4% | $42.05 | +25.97% | 27 qtrssince 2019-Q1 | Increased 59 |
Vanguard Small-Cap ETF | 3.2M | $812.3M | 1.4% | $204.56 | +22.67% | 27 qtrssince 2019-Q1 | Increased 57 |
AMERICAN CENTY ETF TR | 14.1M | $806.7M | 1.3% | $53.01 | +7.66% | 4 qtrssince 2024-Q4 | Increased 51 |
MERCER GLOBAL ADVISORS INC /ADV manages $59.9B across 2633 positions as of Q3 2025. Top holdings: AGG (5.6%), VOO (5.0%), Vanguard Short-Term Bond ETF (5.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 517 new positions, 100 exits, 1374 increased. Top move: AAPL (NEW, conviction 83). Portfolio: $59.9B across 2633 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
Verify source filings on SEC EDGAR