Filed: 8/14/2025ACC: 0000853758-25-000006
๐ What this filing means
MERCER GLOBAL ADVISORS INC /ADV filed this quarterly 13FโHR report disclosing 2249 equity positions with a total reported market value of $49.10B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2249
Positions
$49.10B
Total AUM (reported)
705.57M
Total Shares
Allocation by class
COM$10.05B20.5%
CORE US AGGBD ET$2.81B5.7%
SHORT TRM BOND$2.68B5.5%
S&P 500 ETF SHS$2.63B5.4%
US CORE EQUITY 2$2.03B4.1%
MSCI USA MMENTM$1.82B3.7%
VAN FTSE DEV MKT$1.63B3.3%
Portfolio Concentration
Top 3$8.12B16.5%
4โ10$10.78B22.0%
11โ25$10.47B21.3%
Rest$19.73B40.2%
Top 3 weight
16.5%
Top 10 weight
38.5%
Voting Authority Distribution
Total shares with voting rights: 705.57M
Sole
Full voting authority
619.58M
shares
% of voting shares87.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
85.99M
shares
% of voting shares12.2%
Investment Discretion (by position count)
Sole2249
Shared0
Other0
Dominant voting typeSole ยท 87.8% of voting shares
Institutional Holdings2249
Rows:
ISHARES TR
SOLEShares28.28M
TypeSH
Market value$2.81B
5.71%
Sole
28.28M
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares34.08M
TypeSH
Market value$2.68B
5.46%
Sole
34.08M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares4.64M
TypeSH
Market value$2.63B
5.36%
Sole
4.64M
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares56.56M
TypeSH
Market value$2.03B
4.13%
Sole
56.56M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares7.58M
TypeSH
Market value$1.82B
3.71%
Sole
7.58M
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares28.62M
TypeSH
Market value$1.63B
3.32%
Sole
28.62M
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares36.10M
TypeSH
Market value$1.53B
3.11%
Sole
36.10M
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares40.12M
TypeSH
Market value$1.43B
2.91%
Sole
40.12M
Shared
0.00
None
0.00
VANGUARD CHARLOTTE FDS
SOLEShares26.15M
TypeSH
Market value$1.29B
2.64%
Sole
26.15M
Shared
0.00
None
0.00
APPLE INC
SOLEShares5.17M
TypeSH
Market value$1.05B
2.14%
Sole
5.17M
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares31.74M
TypeSH
Market value$986.71M
2.01%
Sole
31.74M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares20.63M
TypeSH
Market value$942.48M
1.92%
Sole
20.63M
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares19.92M
TypeSH
Market value$853.20M
1.74%
Sole
19.92M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares5.67M
TypeSH
Market value$842.74M
1.72%
Sole
5.67M
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares25.78M
TypeSH
Market value$760.27M
1.55%
Sole
25.78M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.51M
TypeSH
Market value$745.25M
1.52%
Sole
1.51M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares6.90M
TypeSH
Market value$733.60M
1.49%
Sole
6.90M
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares13.74M
TypeSH
Market value$708.52M
1.44%
Sole
13.74M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares2.82M
TypeSH
Market value$668.77M
1.36%
Sole
2.82M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares6.25M
TypeSH
Market value$653.02M
1.33%
Sole
6.25M
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares12.80M
TypeSH
Market value$633.13M
1.29%
Sole
12.80M
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares8.90M
TypeSH
Market value$610.33M
1.24%
Sole
917.78K
Shared
0.00
None
7.99M
VANGUARD INDEX FDS
SOLEShares1.85M
TypeSH
Market value$560.69M
1.14%
Sole
1.85M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares682.37K
TypeSH
Market value$423.69M
0.86%
Sole
682.37K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.59M
TypeSH
Market value$348.28M
0.71%
Sole
1.59M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE US AGGBD ET | 28.28M | SH | $2.81B 5.71% | 28.28M | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 34.08M | SH | $2.68B 5.46% | 34.08M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 4.64M | SH | $2.63B 5.36% | 4.64M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 56.56M | SH | $2.03B 4.13% | 56.56M | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA MMENTM | 7.58M | SH | $1.82B 3.71% | 7.58M | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 28.62M | SH | $1.63B 3.32% | 28.62M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 36.10M | SH | $1.53B 3.11% | 36.10M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 40.12M | SH | $1.43B 2.91% | 40.12M | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 26.15M | SH | $1.29B 2.64% | 26.15M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 5.17M | SH | $1.05B 2.14% | 5.17M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 31.74M | SH | $986.71M 2.01% | 31.74M | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI INTL MOMENT | 20.63M | SH | $942.48M 1.92% | 20.63M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 19.92M | SH | $853.20M 1.74% | 19.92M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 5.67M | SH | $842.74M 1.72% | 5.67M | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 25.78M | SH | $760.27M 1.55% | 25.78M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.51M | SH | $745.25M 1.52% | 1.51M | 0.00 | 0.00 |
ISHARES TRSOLE | SHRT NAT MUN ETF | 6.90M | SH | $733.60M 1.49% | 6.90M | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS US SMALL | 13.74M | SH | $708.52M 1.44% | 13.74M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 2.82M | SH | $668.77M 1.36% | 2.82M | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 6.25M | SH | $653.02M 1.33% | 6.25M | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 12.80M | SH | $633.13M 1.29% | 12.80M | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 8.90M | SH | $610.33M 1.24% | 917.78K | 0.00 | 7.99M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 1.85M | SH | $560.69M 1.14% | 1.85M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 682.37K | SH | $423.69M 0.86% | 682.37K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.59M | SH | $348.28M 0.71% | 1.59M | 0.00 | 0.00 |
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