Filed: 2/14/2025ACC: 0000853758-25-000002
📋 What this filing means
MERCER GLOBAL ADVISORS INC /ADV filed this quarterly 13F‑HR report disclosing 2115 equity positions with a total reported market value of $40.99B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2115
Positions
$40.99B
Total AUM (reported)
620.44M
Total Shares
Allocation by class
COM$8.95B21.8%
CORE US AGGBD ET$2.27B5.5%
SHORT TRM BOND$2.23B5.4%
S&P 500 ETF SHS$2.15B5.2%
US CORE EQUITY 2$1.61B3.9%
MSCI USA MMENTM$1.43B3.5%
US MKTWIDE VALUE$1.29B3.1%
Portfolio Concentration
Top 3$6.65B16.2%
4–10$9.01B22.0%
11–25$8.31B20.3%
Rest$17.02B41.5%
Top 3 weight
16.2%
Top 10 weight
38.2%
Voting Authority Distribution
Total shares with voting rights: 620.44M
Sole
Full voting authority
620.44M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole2115
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings2115
Rows:
ISHARES TR
SOLEShares23.41M
TypeSH
Market value$2.27B
5.53%
Sole
23.41M
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares28.88M
TypeSH
Market value$2.23B
5.44%
Sole
28.88M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.98M
TypeSH
Market value$2.15B
5.23%
Sole
3.98M
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares46.50M
TypeSH
Market value$1.61B
3.92%
Sole
46.50M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares6.91M
TypeSH
Market value$1.43B
3.49%
Sole
6.91M
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares31.49M
TypeSH
Market value$1.29B
3.14%
Sole
31.49M
Shared
0.00
None
0.00
APPLE INC
SOLEShares4.99M
TypeSH
Market value$1.24B
3.01%
Sole
4.99M
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares35.69M
TypeSH
Market value$1.21B
2.94%
Sole
35.69M
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares24.93M
TypeSH
Market value$1.19B
2.91%
Sole
24.93M
Shared
0.00
None
0.00
VANGUARD CHARLOTTE FDS
SOLEShares21.47M
TypeSH
Market value$1.05B
2.57%
Sole
21.47M
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares27.41M
TypeSH
Market value$708.40M
1.73%
Sole
27.41M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares6.44M
TypeSH
Market value$685.70M
1.67%
Sole
6.44M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares18.05M
TypeSH
Market value$674.99M
1.65%
Sole
18.05M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares6.25M
TypeSH
Market value$659.36M
1.61%
Sole
6.25M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares5.07M
TypeSH
Market value$636.42M
1.55%
Sole
5.07M
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares17.79M
TypeSH
Market value$631.24M
1.54%
Sole
17.79M
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares11.48M
TypeSH
Market value$624.28M
1.52%
Sole
11.48M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.40M
TypeSH
Market value$587.74M
1.43%
Sole
1.40M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares2.37M
TypeSH
Market value$569.84M
1.39%
Sole
2.37M
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares22.29M
TypeSH
Market value$562.47M
1.37%
Sole
22.29M
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares8.03M
TypeSH
Market value$471.97M
1.15%
Sole
8.03M
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares10.49M
TypeSH
Market value$462.10M
1.13%
Sole
10.49M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares597.82K
TypeSH
Market value$351.92M
0.86%
Sole
597.82K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares1.18M
TypeSH
Market value$342.02M
0.83%
Sole
1.18M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.54M
TypeSH
Market value$338.07M
0.82%
Sole
1.54M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE US AGGBD ET | 23.41M | SH | $2.27B 5.53% | 23.41M | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 28.88M | SH | $2.23B 5.44% | 28.88M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.98M | SH | $2.15B 5.23% | 3.98M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 46.50M | SH | $1.61B 3.92% | 46.50M | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA MMENTM | 6.91M | SH | $1.43B 3.49% | 6.91M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 31.49M | SH | $1.29B 3.14% | 31.49M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 4.99M | SH | $1.24B 3.01% | 4.99M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 35.69M | SH | $1.21B 2.94% | 35.69M | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 24.93M | SH | $1.19B 2.91% | 24.93M | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 21.47M | SH | $1.05B 2.57% | 21.47M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 27.41M | SH | $708.40M 1.73% | 27.41M | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 6.44M | SH | $685.70M 1.67% | 6.44M | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI INTL MOMENT | 18.05M | SH | $674.99M 1.65% | 18.05M | 0.00 | 0.00 |
ISHARES TRSOLE | SHRT NAT MUN ETF | 6.25M | SH | $659.36M 1.61% | 6.25M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 5.07M | SH | $636.42M 1.55% | 5.07M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 17.79M | SH | $631.24M 1.54% | 17.79M | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS US SMALL | 11.48M | SH | $624.28M 1.52% | 11.48M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.40M | SH | $587.74M 1.43% | 1.40M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 2.37M | SH | $569.84M 1.39% | 2.37M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 22.29M | SH | $562.47M 1.37% | 22.29M | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 8.03M | SH | $471.97M 1.15% | 8.03M | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 10.49M | SH | $462.10M 1.13% | 10.49M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 597.82K | SH | $351.92M 0.86% | 597.82K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 1.18M | SH | $342.02M 0.83% | 1.18M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.54M | SH | $338.07M 0.82% | 1.54M | 0.00 | 0.00 |
Page 1 of 85
…