MGMERCER GLOBAL ADVISORS INC /ADV
Institutional investor · Portfolio as of Q3 2025
Top Holdings2,633 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES TR | 33.2M | $3.3B | 5.6% | $91.42 | +5.74% | 27 qtrssince 2019-Q1 | Increased 72 |
VANGUARD S&P 500 ETF | 4.9M | $3B | 5.0% | $430.07 | +41.47% | 27 qtrssince 2019-Q1 | Increased 66 |
| 37.9M | $3B | 5.0% | — | — | 27 qtrssince 2019-Q1 | Increased 65 | |
DIMENSIONAL US CORE EQUITY 2 | 61.2M | $2.4B | 3.9% | $28.83 | +33.17% | 18 qtrssince 2021-Q2 | Increased 64 |
VANGUARD FTSE DEVELOPED ETF | 33.4M | $2B | 3.3% | $46.43 | +26.47% | 27 qtrssince 2019-Q1 | Increased 68 |
ISHARES MSCI USA MOMENTUM FA | 7.6M | $1.9B | 3.3% | $147.40 | +72.97% | 27 qtrssince 2019-Q1 | Increased 58 |
DIMENSIONAL US MARKETWIDE VA | 38.1M | $1.7B | 2.8% | $36.53 | +21.68% | 14 qtrssince 2022-Q2 | Increased 58 |
DIMENSIONAL ETF TRUST | 42.6M | $1.6B | 2.7% | $29.56 | +26.66% | 13 qtrssince 2022-Q3 | Increased 58 |
VANGUARD TOTAL INTL BOND ETF | 31.2M | $1.5B | 2.6% | $45.19 | +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% | $24.73 | +31.30% | 12 qtrssince 2022-Q4 | Increased 55 |
ISHARES TR | 21.7M | $1B | 1.7% | $31.93 | +43.92% | 27 qtrssince 2019-Q1 | Increased 53 |
NVIDIA CORP | 5.9M | $1B | 1.7% | $181.84 | 0.00% | 1 qtr | New 73 |
DIMENSIONAL INTERNATIONAL VA | 20.9M | $966.1M | 1.6% | $33.29 | +37.41% | 17 qtrssince 2021-Q3 | Increased 53 |
MICROSOFT CORP | 1.8M | $924.3M | 1.5% | $341.80 | +50.28% | 27 qtrssince 2019-Q1 | Increased 59 |
DIMENSIONAL ETF TRUST | 28.4M | $863.7M | 1.4% | $25.40 | +18.64% | 13 qtrssince 2022-Q3 | Increased 55 |
ISHARES SHORT-TERM NATIONAL | 7.8M | $829.3M | 1.4% | $98.64 | +5.75% | 23 qtrssince 2020-Q1 | Increased 56 |
VANGUARD FTSE EMERGING MARKETS | 15.3M | $829.2M | 1.4% | $42.12 | +25.60% | 27 qtrssince 2019-Q1 | Increased 59 |
VANGUARD SMALL-CAP VIPERS | 3.2M | $812.3M | 1.4% | $206.01 | +22.92% | 27 qtrssince 2019-Q1 | Increased 57 |
AVANTIS US SMALL CAP EQUITY | 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 BD INDEX FDS (5.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 515 new positions, 98 exits, 1373 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
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer