MERCER GLOBAL ADVISORS INC /ADV

Filed: 5/15/2025ACC: 0000853758-25-000005

📋 What this filing means

MERCER GLOBAL ADVISORS INC /ADV filed this quarterly 13F‑HR report disclosing 2148 equity positions with a total reported market value of $43.59B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

2148

Positions

$43.59B

Total AUM (reported)

673.26M

Total Shares

Allocation by class

COM$8.71B20.0%

CORE US AGGBD ET$2.59B5.9%

SHORT TRM BOND$2.48B5.7%

S&P 500 ETF SHS$2.20B5.1%

US CORE EQUITY 2$1.77B4.1%

MSCI USA MMENTM$1.50B3.4%

VAN FTSE DEV MKT$1.44B3.3%

Portfolio Concentration

Top 3$7.27B16.7%

4–10$9.70B22.3%

11–25$8.86B20.3%

Rest$17.77B40.8%

Top 3 weight

16.7%

Top 10 weight

38.9%

Voting Authority Distribution

Total shares with voting rights: 673.26M

Sole

Full voting authority

157.29M

% of voting shares23.4%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

515.97M

% of voting shares76.6%

Investment Discretion (by position count)

Sole2148

Shared0

Other0

Dominant voting typeNone · 76.6% of voting shares

Institutional Holdings2148

Rows:

ISHARES TR

SOLE

CORE US AGGBD ET

Shares26.16M

TypeSH

Market value$2.59B

5.94%

Sole

2.26M

Shared

0.00

None

23.90M

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares31.63M

TypeSH

Market value$2.48B

5.68%

Sole

31.63M

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares4.28M

TypeSH

Market value$2.20B

5.05%

Sole

4.28M

Shared

0.00

None

0.00

DIMENSIONAL ETF TRUST

SOLE

US CORE EQUITY 2

Shares53.78M

TypeSH

Market value$1.77B

4.07%

Sole

4.80M

Shared

0.00

None

48.97M

ISHARES TR

SOLE

MSCI USA MMENTM

Shares7.42M

TypeSH

Market value$1.50B

3.44%

Sole

682.25K

Shared

0.00

None

6.74M

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares28.42M

TypeSH

Market value$1.44B

3.31%

Sole

3.98M

Shared

0.00

None

24.44M

DIMENSIONAL ETF TRUST

SOLE

US MKTWIDE VALUE

Shares34.23M

TypeSH

Market value$1.41B

3.24%

Sole

3.20M

Shared

0.00

None

31.03M

DIMENSIONAL ETF TRUST

SOLE

US HIGH PROFITAB

Shares38.06M

TypeSH

Market value$1.26B

2.89%

Sole

3.77M

Shared

0.00

None

34.29M

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares24.47M

TypeSH

Market value$1.19B

2.74%

Sole

2.20M

Shared

0.00

None

22.27M

APPLE INC

SOLE

COM

Shares5.06M

TypeSH

Market value$1.12B

2.56%

Sole

512.06K

Shared

0.00

None

4.55M

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQUITY

Shares30.90M

TypeSH

Market value$858.00M

1.97%

Sole

3.46M

Shared

0.00

None

27.44M

ISHARES TR

SOLE

MSCI INTL MOMENT

Shares19.89M

TypeSH

Market value$794.48M

1.82%

Sole

1.92M

Shared

0.00

None

17.97M

DIMENSIONAL ETF TRUST

SOLE

INTERNATNAL VAL

Shares19.10M

TypeSH

Market value$751.79M

1.72%

Sole

1.88M

Shared

0.00

None

17.22M

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares6.80M

TypeSH

Market value$717.13M

1.65%

Sole

6.80M

Shared

0.00

None

0.00

ISHARES TR

SOLE

SHRT NAT MUN ETF

Shares6.57M

TypeSH

Market value$693.94M

1.59%

Sole

485.56K

Shared

0.00

None

6.09M

DIMENSIONAL ETF TRUST

SOLE

INTL HIGH PROFIT

Shares24.35M

TypeSH

Market value$656.08M

1.51%

Sole

2.43M

Shared

0.00

None

21.92M

AMERICAN CENTY ETF TR

SOLE

AVANTIS US SMALL

Shares12.63M

TypeSH

Market value$611.16M

1.40%

Sole

1.38M

Shared

0.00

None

11.25M

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares2.63M

TypeSH

Market value$584.29M

1.34%

Sole

285.27K

Shared

0.00

None

2.35M

NVIDIA CORPORATION

SOLE

COM

Shares5.41M

TypeSH

Market value$544.46M

1.25%

Sole

995.80K

Shared

0.00

None

4.41M

AMERICAN CENTY ETF TR

SOLE

AVANTIS EMGMKT

Shares8.89M

TypeSH

Market value$535.02M

1.23%

Sole

1.09M

Shared

0.00

None

7.80M

MICROSOFT CORP

SOLE

COM

Shares1.43M

TypeSH

Market value$533.64M

1.22%

Sole

1.43M

Shared

0.00

None

0.00

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares11.76M

TypeSH

Market value$532.06M

1.22%

Sole

11.76M

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares1.38M

TypeSH

Market value$380.32M

0.87%

Sole

1.38M

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P500 ETF

Shares631.46K

TypeSH

Market value$354.81M

0.81%

Sole

631.46K

Shared

0.00

None

0.00

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares6.31M

TypeSH

Market value$313.15M

0.72%

Sole

521.94K

Shared

0.00

None

5.79M

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
ISHARES TRSOLE	CORE US AGGBD ET	26.16M	SH	$2.59B 5.94%	2.26M	23.90M
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	31.63M	SH	$2.48B 5.68%	31.63M	0.00
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	4.28M	SH	$2.20B 5.05%	4.28M	0.00
DIMENSIONAL ETF TRUSTSOLE	US CORE EQUITY 2	53.78M	SH	$1.77B 4.07%	4.80M	48.97M
ISHARES TRSOLE	MSCI USA MMENTM	7.42M	SH	$1.50B 3.44%	682.25K	6.74M
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	28.42M	SH	$1.44B 3.31%	3.98M	24.44M
DIMENSIONAL ETF TRUSTSOLE	US MKTWIDE VALUE	34.23M	SH	$1.41B 3.24%	3.20M	31.03M
DIMENSIONAL ETF TRUSTSOLE	US HIGH PROFITAB	38.06M	SH	$1.26B 2.89%	3.77M	34.29M
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	24.47M	SH	$1.19B 2.74%	2.20M	22.27M
APPLE INCSOLE	COM	5.06M	SH	$1.12B 2.56%	512.06K	4.55M
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQUITY	30.90M	SH	$858.00M 1.97%	3.46M	27.44M
ISHARES TRSOLE	MSCI INTL MOMENT	19.89M	SH	$794.48M 1.82%	1.92M	17.97M
DIMENSIONAL ETF TRUSTSOLE	INTERNATNAL VAL	19.10M	SH	$751.79M 1.72%	1.88M	17.22M
ISHARES TRSOLE	NATIONAL MUN ETF	6.80M	SH	$717.13M 1.65%	6.80M	0.00
ISHARES TRSOLE	SHRT NAT MUN ETF	6.57M	SH	$693.94M 1.59%	485.56K	6.09M
DIMENSIONAL ETF TRUSTSOLE	INTL HIGH PROFIT	24.35M	SH	$656.08M 1.51%	2.43M	21.92M
AMERICAN CENTY ETF TRSOLE	AVANTIS US SMALL	12.63M	SH	$611.16M 1.40%	1.38M	11.25M
VANGUARD INDEX FDSSOLE	SMALL CP ETF	2.63M	SH	$584.29M 1.34%	285.27K	2.35M
NVIDIA CORPORATIONSOLE	COM	5.41M	SH	$544.46M 1.25%	995.80K	4.41M
AMERICAN CENTY ETF TRSOLE	AVANTIS EMGMKT	8.89M	SH	$535.02M 1.23%	1.09M	7.80M
MICROSOFT CORPSOLE	COM	1.43M	SH	$533.64M 1.22%	1.43M	0.00
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	11.76M	SH	$532.06M 1.22%	11.76M	0.00
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	1.38M	SH	$380.32M 0.87%	1.38M	0.00
ISHARES TRSOLE	CORE S&P500 ETF	631.46K	SH	$354.81M 0.81%	631.46K	0.00
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	6.31M	SH	$313.15M 0.72%	521.94K	5.79M

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