Filed: 8/11/2026ACC: 0000853758-26-000015
📋 What this filing means
MERCER GLOBAL ADVISORS INC /ADV filed this quarterly 13F‑HR report disclosing 6035 equity positions with a total reported market value of $80.04B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
6035
Positions
$80.04B
Total AUM (reported)
1.02B
Total Shares
Allocation by class
COM$17.92B22.4%
CORE US AGGBD ET$4.40B5.5%
SHORT TRM BOND$3.93B4.9%
S&P 500 ETF SHS$3.74B4.7%
US COR EQU 2 ETF$3.25B4.1%
MSCI USA MMENTM$2.78B3.5%
VAN FTSE DEV MKT$2.60B3.3%
Portfolio Concentration
Top 3$12.08B15.1%
4–10$17.03B21.3%
11–25$16.17B20.2%
Rest$34.76B43.4%
Top 3 weight
15.1%
Top 10 weight
36.4%
Voting Authority Distribution
Total shares with voting rights: 1.02B
Sole
Full voting authority
43.30M
shares
% of voting shares4.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
975.27M
shares
% of voting shares95.7%
Investment Discretion (by position count)
Sole6035
Shared0
Other0
Dominant voting typeNone · 95.7% of voting shares
Institutional Holdings6035
Rows:
ISHARES TR
SOLEShares44.49M
TypeSH
Market value$4.40B
5.50%
Sole
2.03M
Shared
0.00
None
42.46M
VANGUARD BD INDEX FDS
SOLEShares50.45M
TypeSH
Market value$3.93B
4.91%
Sole
825.20K
Shared
0.00
None
49.63M
VANGUARD INDEX FDS
SOLEShares5.45M
TypeSH
Market value$3.74B
4.67%
Sole
79.09K
Shared
0.00
None
5.37M
DIMENSIONAL ETF TRUST
SOLEShares73.20M
TypeSH
Market value$3.25B
4.06%
Sole
325.97K
Shared
0.00
None
72.87M
ISHARES TR
SOLEShares8.11M
TypeSH
Market value$2.78B
3.47%
Sole
35.22K
Shared
0.00
None
8.08M
VANGUARD TAX-MANAGED FDS
SOLEShares36.52M
TypeSH
Market value$2.60B
3.25%
Sole
1.23M
Shared
0.00
None
35.29M
DIMENSIONAL ETF TRUST
SOLEShares43.09M
TypeSH
Market value$2.37B
2.96%
Sole
128.59K
Shared
0.00
None
42.96M
DIMENSIONAL ETF TRUST
SOLEShares51.19M
TypeSH
Market value$2.14B
2.67%
Sole
145.48K
Shared
0.00
None
51.04M
APPLE INC
SOLEShares7M
TypeSH
Market value$2.01B
2.51%
Sole
581.66K
Shared
0.00
None
6.41M
VANGUARD CHARLOTTE FDS
SOLEShares38.99M
TypeSH
Market value$1.89B
2.36%
Sole
91.16K
Shared
0.00
None
38.90M
DIMENSIONAL ETF TRUST
SOLEShares41.48M
TypeSH
Market value$1.55B
1.93%
Sole
209.34K
Shared
0.00
None
41.27M
NVIDIA CORPORATION
SOLEShares7.79M
TypeSH
Market value$1.52B
1.90%
Sole
955.12K
Shared
0.00
None
6.83M
ISHARES TR
SOLEShares25.84M
TypeSH
Market value$1.38B
1.72%
Sole
71.69K
Shared
0.00
None
25.77M
DIMENSIONAL ETF TRUST
SOLEShares23.77M
TypeSH
Market value$1.28B
1.60%
Sole
78.32K
Shared
0.00
None
23.70M
DIMENSIONAL ETF TRUST
SOLEShares35.37M
TypeSH
Market value$1.21B
1.51%
Sole
93.97K
Shared
0.00
None
35.28M
AMERICAN CENTY ETF TR
SOLEShares15.21M
TypeSH
Market value$1.12B
1.39%
Sole
41.40K
Shared
0.00
None
15.17M
ISHARES TR
SOLEShares10.35M
TypeSH
Market value$1.11B
1.39%
Sole
48.85K
Shared
0.00
None
10.30M
ISHARES TR
SOLEShares10.42M
TypeSH
Market value$1.11B
1.39%
Sole
74.71K
Shared
0.00
None
10.34M
VANGUARD INDEX FDS
SOLEShares3.42M
TypeSH
Market value$1.04B
1.30%
Sole
22.67K
Shared
0.00
None
3.40M
VANGUARD INTL EQUITY INDEX F
SOLEShares16.54M
TypeSH
Market value$987.23M
1.23%
Sole
571.53K
Shared
0.00
None
15.97M
AMERICAN CENTY ETF TR
SOLEShares9.97M
TypeSH
Market value$961.82M
1.20%
Sole
34.34K
Shared
0.00
None
9.93M
ISHARES TR
SOLEShares1.27M
TypeSH
Market value$951.90M
1.19%
Sole
476.34K
Shared
0.00
None
794.73K
MICROSOFT CORP
SOLEShares2.16M
TypeSH
Market value$800.40M
1.00%
Sole
187.66K
Shared
0.00
None
1.97M
VANGUARD MUN BD FDS
SOLEShares11.46M
TypeSH
Market value$579.83M
0.72%
Sole
122.06K
Shared
0.00
None
11.34M
AMAZON COM INC
SOLEShares2.42M
TypeSH
Market value$575.16M
0.72%
Sole
177.97K
Shared
0.00
None
2.24M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE US AGGBD ET | 44.49M | SH | $4.40B 5.50% | 2.03M | 0.00 | 42.46M |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 50.45M | SH | $3.93B 4.91% | 825.20K | 0.00 | 49.63M |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 5.45M | SH | $3.74B 4.67% | 79.09K | 0.00 | 5.37M |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 73.20M | SH | $3.25B 4.06% | 325.97K | 0.00 | 72.87M |
ISHARES TRSOLE | MSCI USA MMENTM | 8.11M | SH | $2.78B 3.47% | 35.22K | 0.00 | 8.08M |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 36.52M | SH | $2.60B 3.25% | 1.23M | 0.00 | 35.29M |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 43.09M | SH | $2.37B 2.96% | 128.59K | 0.00 | 42.96M |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROF ETF | 51.19M | SH | $2.14B 2.67% | 145.48K | 0.00 | 51.04M |
APPLE INCSOLE | COM | 7M | SH | $2.01B 2.51% | 581.66K | 0.00 | 6.41M |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 38.99M | SH | $1.89B 2.36% | 91.16K | 0.00 | 38.90M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 41.48M | SH | $1.55B 1.93% | 209.34K | 0.00 | 41.27M |
NVIDIA CORPORATIONSOLE | COM | 7.79M | SH | $1.52B 1.90% | 955.12K | 0.00 | 6.83M |
ISHARES TRSOLE | MSCI INTL MOMENT | 25.84M | SH | $1.38B 1.72% | 71.69K | 0.00 | 25.77M |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 23.77M | SH | $1.28B 1.60% | 78.32K | 0.00 | 23.70M |
DIMENSIONAL ETF TRUSTSOLE | INTL HIGH PROFIT | 35.37M | SH | $1.21B 1.51% | 93.97K | 0.00 | 35.28M |
AMERICAN CENTY ETF TRSOLE | AVAN US SMAL ETF | 15.21M | SH | $1.12B 1.39% | 41.40K | 0.00 | 15.17M |
ISHARES TRSOLE | NATIONAL MUN ETF | 10.35M | SH | $1.11B 1.39% | 48.85K | 0.00 | 10.30M |
ISHARES TRSOLE | SHRT NAT MUN ETF | 10.42M | SH | $1.11B 1.39% | 74.71K | 0.00 | 10.34M |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 3.42M | SH | $1.04B 1.30% | 22.67K | 0.00 | 3.40M |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 16.54M | SH | $987.23M 1.23% | 571.53K | 0.00 | 15.97M |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 9.97M | SH | $961.82M 1.20% | 34.34K | 0.00 | 9.93M |
ISHARES TRSOLE | CORE S&P500 ETF | 1.27M | SH | $951.90M 1.19% | 476.34K | 0.00 | 794.73K |
MICROSOFT CORPSOLE | COM | 2.16M | SH | $800.40M 1.00% | 187.66K | 0.00 | 1.97M |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 11.46M | SH | $579.83M 0.72% | 122.06K | 0.00 | 11.34M |
AMAZON COM INCSOLE | COM | 2.42M | SH | $575.16M 0.72% | 177.97K | 0.00 | 2.24M |
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