MERCER GLOBAL ADVISORS INC /ADV

Filed: 11/14/2025ACC: 0000853758-25-000007

📋 What this filing means

MERCER GLOBAL ADVISORS INC /ADV filed this quarterly 13F‑HR report disclosing 2633 equity positions with a total reported market value of $59.91B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

2633

Positions

$59.91B

Total AUM (reported)

816.59M

Total Shares

Allocation by class

COM$12.59B21.0%

CORE US AGGBD ET$3.33B5.6%

S&P 500 ETF SHS$3.01B5.0%

SHORT TRM BOND$2.99B5.0%

US CORE EQUITY 2$2.36B3.9%

VAN FTSE DEV MKT$2.00B3.3%

MSCI USA MMENTM$1.95B3.3%

Portfolio Concentration

Top 3$9.33B15.6%

4–10$12.70B21.2%

11–25$12.32B20.6%

Rest$25.56B42.7%

Top 3 weight

15.6%

Top 10 weight

36.8%

Voting Authority Distribution

Total shares with voting rights: 816.59M

Sole

Full voting authority

64.61M

% of voting shares7.9%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

751.97M

% of voting shares92.1%

Investment Discretion (by position count)

Sole2633

Shared0

Other0

Dominant voting typeNone · 92.1% of voting shares

Institutional Holdings2633

Rows:

ISHARES TR

SOLE

CORE US AGGBD ET

Shares33.23M

TypeSH

Market value$3.33B

5.56%

Sole

768.57K

Shared

0.00

None

32.46M

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares4.92M

TypeSH

Market value$3.01B

5.03%

Sole

159.89K

Shared

0.00

None

4.76M

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares37.85M

TypeSH

Market value$2.99B

4.99%

Sole

516.18K

Shared

0.00

None

37.34M

DIMENSIONAL ETF TRUST

SOLE

US CORE EQUITY 2

Shares61.23M

TypeSH

Market value$2.36B

3.94%

Sole

805.88K

Shared

0.00

None

60.43M

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares33.41M

TypeSH

Market value$2.00B

3.34%

Sole

3.27M

Shared

0.00

None

30.15M

ISHARES TR

SOLE

MSCI USA MMENTM

Shares7.60M

TypeSH

Market value$1.95B

3.25%

Sole

61.48K

Shared

0.00

None

7.53M

DIMENSIONAL ETF TRUST

SOLE

US MKTWIDE VALUE

Shares38.14M

TypeSH

Market value$1.70B

2.84%

Sole

290.50K

Shared

0.00

None

37.85M

DIMENSIONAL ETF TRUST

SOLE

US HIGH PROFITAB

Shares42.60M

TypeSH

Market value$1.61B

2.69%

Sole

374.49K

Shared

0.00

None

42.23M

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares31.19M

TypeSH

Market value$1.54B

2.57%

Sole

833.53K

Shared

0.00

None

30.36M

APPLE INC

SOLE

COM

Shares6.05M

TypeSH

Market value$1.53B

2.55%

Sole

6.05M

Shared

0.00

None

100.00

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQUITY

Shares34.90M

TypeSH

Market value$1.14B

1.91%

Sole

346.31K

Shared

0.00

None

34.55M

ISHARES TR

SOLE

MSCI INTL MOMENT

Shares21.72M

TypeSH

Market value$1.04B

1.74%

Sole

157.05K

Shared

0.00

None

21.57M

NVIDIA CORPORATION

SOLE

COM

Shares5.86M

TypeSH

Market value$1.04B

1.73%

Sole

5.85M

Shared

0.00

None

2.50K

DIMENSIONAL ETF TRUST

SOLE

INTERNATNAL VAL

Shares20.95M

TypeSH

Market value$966.09M

1.61%

Sole

191.43K

Shared

0.00

None

20.76M

MICROSOFT CORP

SOLE

COM

Shares1.79M

TypeSH

Market value$924.33M

1.54%

Sole

1.79M

Shared

0.00

None

2.50K

DIMENSIONAL ETF TRUST

SOLE

INTL HIGH PROFIT

Shares28.41M

TypeSH

Market value$863.67M

1.44%

Sole

221.65K

Shared

0.00

None

28.19M

ISHARES TR

SOLE

SHRT NAT MUN ETF

Shares7.77M

TypeSH

Market value$829.27M

1.38%

Sole

244.55K

Shared

0.00

None

7.52M

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares15.30M

TypeSH

Market value$829.16M

1.38%

Sole

1.54M

Shared

0.00

None

13.76M

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares3.19M

TypeSH

Market value$812.32M

1.36%

Sole

82.18K

Shared

0.00

None

3.11M

AMERICAN CENTY ETF TR

SOLE

AVANTIS US SMALL

Shares14.08M

TypeSH

Market value$806.68M

1.35%

Sole

117.94K

Shared

0.00

None

13.96M

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares7.51M

TypeSH

Market value$799.91M

1.34%

Sole

283.62K

Shared

0.00

None

7.23M

AMERICAN CENTY ETF TR

SOLE

AVANTIS EMGMKT

Shares9.21M

TypeSH

Market value$691.72M

1.15%

Sole

73.68K

Shared

0.00

None

9.14M

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares2M

TypeSH

Market value$655.19M

1.09%

Sole

Shared

0.00

None

0.00

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares9.59M

TypeSH

Market value$480.24M

0.80%

Sole

493.02K

Shared

0.00

None

9.10M

ISHARES TR

SOLE

CORE S&P500 ETF

Shares661.37K

TypeSH

Market value$442.65M

0.74%

Sole

52.75K

Shared

0.00

None

608.61K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
ISHARES TRSOLE	CORE US AGGBD ET	33.23M	SH	$3.33B 5.56%	768.57K	32.46M
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	4.92M	SH	$3.01B 5.03%	159.89K	4.76M
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	37.85M	SH	$2.99B 4.99%	516.18K	37.34M
DIMENSIONAL ETF TRUSTSOLE	US CORE EQUITY 2	61.23M	SH	$2.36B 3.94%	805.88K	60.43M
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	33.41M	SH	$2.00B 3.34%	3.27M	30.15M
ISHARES TRSOLE	MSCI USA MMENTM	7.60M	SH	$1.95B 3.25%	61.48K	7.53M
DIMENSIONAL ETF TRUSTSOLE	US MKTWIDE VALUE	38.14M	SH	$1.70B 2.84%	290.50K	37.85M
DIMENSIONAL ETF TRUSTSOLE	US HIGH PROFITAB	42.60M	SH	$1.61B 2.69%	374.49K	42.23M
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	31.19M	SH	$1.54B 2.57%	833.53K	30.36M
APPLE INCSOLE	COM	6.05M	SH	$1.53B 2.55%	6.05M	100.00
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQUITY	34.90M	SH	$1.14B 1.91%	346.31K	34.55M
ISHARES TRSOLE	MSCI INTL MOMENT	21.72M	SH	$1.04B 1.74%	157.05K	21.57M
NVIDIA CORPORATIONSOLE	COM	5.86M	SH	$1.04B 1.73%	5.85M	2.50K
DIMENSIONAL ETF TRUSTSOLE	INTERNATNAL VAL	20.95M	SH	$966.09M 1.61%	191.43K	20.76M
MICROSOFT CORPSOLE	COM	1.79M	SH	$924.33M 1.54%	1.79M	2.50K
DIMENSIONAL ETF TRUSTSOLE	INTL HIGH PROFIT	28.41M	SH	$863.67M 1.44%	221.65K	28.19M
ISHARES TRSOLE	SHRT NAT MUN ETF	7.77M	SH	$829.27M 1.38%	244.55K	7.52M
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	15.30M	SH	$829.16M 1.38%	1.54M	13.76M
VANGUARD INDEX FDSSOLE	SMALL CP ETF	3.19M	SH	$812.32M 1.36%	82.18K	3.11M
AMERICAN CENTY ETF TRSOLE	AVANTIS US SMALL	14.08M	SH	$806.68M 1.35%	117.94K	13.96M
ISHARES TRSOLE	NATIONAL MUN ETF	7.51M	SH	$799.91M 1.34%	283.62K	7.23M
AMERICAN CENTY ETF TRSOLE	AVANTIS EMGMKT	9.21M	SH	$691.72M 1.15%	73.68K	9.14M
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	2M	SH	$655.19M 1.09%	2M	0.00
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	9.59M	SH	$480.24M 0.80%	493.02K	9.10M
ISHARES TRSOLE	CORE S&P500 ETF	661.37K	SH	$442.65M 0.74%	52.75K	608.61K

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