MGMERCER GLOBAL ADVISORS INC /ADV
Institutional investor · Portfolio as of Q4 2025
Top Holdings2,840 positions
ISHARES TR | 36.3M | $3.6B | 5.5% | $91.94 | +6.14% | 28 qtrssince 2019-Q1 | Increased 68 |
| 41.4M | $3.3B | 5.0% | — | — | 28 qtrssince 2019-Q1 | Increased 64 | |
VANGUARD INDEX FDS | 5.4M | $3.1B | 4.7% | $444.85 | +39.76% | 28 qtrssince 2019-Q1 | Increased 64 |
DIMENSIONAL ETF TRUST | 64.4M | $2.5B | 3.9% | $29.28 | +34.28% | 19 qtrssince 2021-Q2 | Increased 62 |
VANGUARD TAX-MANAGED FDS | 34.8M | $2.2B | 3.3% | $46.71 | +32.50% | 28 qtrssince 2019-Q1 | Increased 61 |
ISHARES TR | 7.8M | $2B | 3.0% | $150.03 | +66.17% | 28 qtrssince 2019-Q1 | Increased 56 |
DIMENSIONAL ETF TRUST | 39.9M | $1.9B | 2.8% | $36.66 | +25.73% | 15 qtrssince 2022-Q2 | Increased 57 |
APPLE INC | 6.6M | $1.8B | 2.7% | $255.15 | +6.26% | 2 qtrssince 2025-Q3 | Increased 60 |
DIMENSIONAL ETF TRUST | 44.8M | $1.7B | 2.6% | $29.89 | +26.36% | 14 qtrssince 2022-Q3 | Increased 58 |
VANGUARD CHARLOTTE FDS | 34.7M | $1.7B | 2.6% | $45.21 | +4.89% | 28 qtrssince 2019-Q1 | Increased 61 |
DIMENSIONAL ETF TRUST | 37M | $1.3B | 1.9% | $24.85 | +36.07% | 13 qtrssince 2022-Q4 | Increased 53 |
ISHARES TR | 22.9M | $1.1B | 1.7% | $32.34 | +46.68% | 28 qtrssince 2019-Q1 | Increased 53 |
NVIDIA CORPORATION | 6M | $1.1B | 1.6% | $186.13 | -0.04% | 2 qtrssince 2025-Q3 | Increased 51 |
DIMENSIONAL ETF TRUST | 21.5M | $1.1B | 1.6% | $33.01 | +47.97% | 18 qtrssince 2021-Q3 | Increased 52 |
DIMENSIONAL ETF TRUST | 30.2M | $955.5M | 1.5% | $25.36 | +22.77% | 14 qtrssince 2022-Q3 | Increased 53 |
MICROSOFT CORP | 2M | $953.7M | 1.5% | $353.53 | +35.93% | 28 qtrssince 2019-Q1 | Increased 55 |
ISHARES TR | 8.5M | $915.7M | 1.4% | $99.68 | +5.47% | 28 qtrssince 2019-Q1 | Increased 57 |
ISHARES | 8.5M | $905.8M | 1.4% | $99.19 | +5.98% | 24 qtrssince 2020-Q1 | Increased 55 |
VANGUARD INTL EQUITY INDEX F | 15.8M | $851.1M | 1.3% | $42.44 | +26.29% | 28 qtrssince 2019-Q1 | Increased 52 |
AMERICAN CENTY ETF TR | 14.5M | $849.3M | 1.3% | $53.17 | +11.34% | 5 qtrssince 2024-Q4 | Increased 51 |
MERCER GLOBAL ADVISORS INC /ADV manages $65.6B across 2840 positions as of Q4 2025. Top holdings: AGG (5.5%), VANGUARD BD INDEX FDS (5.0%), VOO (4.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 354 new positions, 147 exits, 1617 increased. Top move: AGG (INCREASED, conviction 68). Portfolio: $65.6B across 2840 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
Verify source filings on SEC EDGAR