MGMERCER GLOBAL ADVISORS INC /ADV
Institutional investor · Portfolio as of Q4 2024
Top Holdings2,115 positions
ISHARES TR | 23.4M | $2.3B | 5.5% | $89.77 | +1.41% | 24 qtrssince 2019-Q1 | Increased 64 |
| 28.9M | $2.2B | 5.4% | — | — | 24 qtrssince 2019-Q1 | Decreased 0 | |
Vanguard Index Funds S&P 500 ETF SHS | 4M | $2.1B | 5.2% | $398.09 | +32.56% | 24 qtrssince 2019-Q1 | Decreased 0 |
DIMENSIONAL U.S. CORE EQUITY 2 ETF | 46.5M | $1.6B | 3.9% | $26.83 | +26.66% | 15 qtrssince 2021-Q2 | Decreased 0 |
ISHARES MSCI USA MOMENTUM FACTOR ETF | 6.9M | $1.4B | 3.5% | $140.81 | +44.95% | 24 qtrssince 2019-Q1 | Decreased 0 |
DIMENSIONAL US MARKETWIDE VALUE ETF | 31.5M | $1.3B | 3.1% | $35.07 | +13.55% | 11 qtrssince 2022-Q2 | Decreased 0 |
Apple Inc. | 5M | $1.2B | 3.0% | $248.62 | 0.00% | 1 qtr | New 88 |
DIMENSIONAL ETF TRUST | 35.7M | $1.2B | 2.9% | $28.40 | +16.91% | 10 qtrssince 2022-Q3 | Decreased 0 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 24.9M | $1.2B | 2.9% | $43.22 | +5.94% | 24 qtrssince 2019-Q1 | Increased 63 |
VANGUARD CHARLOTTE FDS | 21.5M | $1.1B | 2.6% | $44.10 | +4.54% | 24 qtrssince 2019-Q1 | Decreased 0 |
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 27.4M | $708.4M | 1.7% | $22.96 | +7.42% | 9 qtrssince 2022-Q4 | Increased 53 |
ISHARES NATIONAL MUNI BOND ETF | 6.4M | $685.7M | 1.7% | $97.86 | +3.52% | 24 qtrssince 2019-Q1 | Decreased 0 |
ISHARES MSCI INTL MOMENTUM FACTOR ETF | 18M | $675M | 1.6% | $29.58 | +19.23% | 24 qtrssince 2019-Q1 | Decreased 0 |
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 6.3M | $659.4M | 1.6% | $97.44 | +4.09% | 20 qtrssince 2020-Q1 | Decreased 0 |
NVIDIA Corp. | 5.1M | $636.4M | 1.6% | $56.03 | +139.06% | 24 qtrssince 2019-Q1 | Decreased 0 |
DIMENSIONAL INTERNATIONAL VALUE ETF | 17.8M | $631.2M | 1.5% | $31.10 | +8.03% | 14 qtrssince 2021-Q3 | Decreased 0 |
AVANTIS U.S SMALL CAP EQUITY ETF | 11.5M | $624.3M | 1.5% | $53.53 | 0.00% | 1 qtr | New 72 |
Microsoft Corp. | 1.4M | $587.7M | 1.4% | $295.89 | +40.52% | 24 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 2.4M | $569.8M | 1.4% | $193.60 | +21.20% | 24 qtrssince 2019-Q1 | Decreased 0 |
DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | 22.3M | $562.5M | 1.4% | $24.10 | +0.70% | 10 qtrssince 2022-Q3 | Increased 50 |
MERCER GLOBAL ADVISORS INC /ADV manages $41B across 2115 positions as of Q4 2024. Top holdings: AGG (5.5%), VANGUARD SHORT-TERM BOND ETF (5.4%), VOO (5.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 387 new positions, 224 exits, 668 increased. Top move: AAPL (NEW, conviction 88). Portfolio: $41.0B across 2115 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
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