MG

MERCER GLOBAL ADVISORS INC /ADV

13F
MERCER GLOBAL ADVISORS INC /ADV
Last update 2025-05-16 2145 Stocks (168 new)
Value $43.59 Bil Turnover 8 %
Countries:
Top Holdings: AGG(5.94%)BSV(5.68%)VOO(5.05%)DFAC(4.07%)MTUM(3.44%)
Summary Stock Picks Current Portfolio
MERCER GLOBAL ADVISORS INC /AD... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
26,159,713
2,587,718.9
+11.74%
5.940
+0.62%
2.080
-0.08%
+1.26%
127,801.9
 
BSV
Vanguard Short-Term Bond ETF
31,632,611
2,476,166.2
+9.53%
5.680
+0.49%
7.150
-0.01%
+1.20%
38,386.4
 
VOO
Vanguard S&P 500 ETF
4,284,070
2,201,626.9
+7.60%
5.050
+0.36%
0.380
+23.09%
+5.90%
651,674.4
 
DFAC
Dimensional U.S. Core Equity 2 ETF
53,776,312
1,774,048.4
+15.65%
4.070
+0.55%
5.630
+21.96%
+4.68%
35,119.7
 
MTUM
iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF
7,423,029
1,500,393.9
+7.42%
3.440
+0.24%
10.180
+30.57%
+15.30%
17,570.6
 
VEA
Vanguard FTSE Developed Markets ETF
28,419,354
1,444,555.8
+14.02%
3.310
+0.41%
1.060
+23.14%
+18.17%
156,310.6
 
DFUV
Dimensional US Marketwide Value ETF
34,232,617
1,410,687.6
+8.71%
3.240
+0.26%
12.570
+16.01%
+4.33%
11,683.4
 
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
38,061,156
1,261,346.7
+6.65%
2.890
+0.18%
16.190
+20.23%
+6.39%
8,741.2
 
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
24,470,734
1,194,661.3
+13.96%
2.740
+0.34%
1.900
+0.92%
+0.53%
66,038.2
 
AAPL
Apple Inc
5,063,620
1,116,433.9
+1.48%
2.560
+0.04%
0.030
+15.85%
-15.96%
3,135,776.7
Hardware

MERCER GLOBAL ADVISORS INC /ADV's Historical Top Holdings Breakdowns

MERCER GLOBAL ADVISORS INC /ADV's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Add
Add
+0.62%
●
95.85 ($97.76) 99.25
$98.12
0.37%
Add 11.74%
26,159,713
2,748,278
DFAC
Dimensional U.S. Core Equity 2 ETF
2025-03-31
Add
Add
+0.55%
●
32.42 ($34.71) 36.1
$36.21
4.32%
Add 15.65%
53,776,312
7,277,876
BSV
Vanguard Short-Term Bond ETF
2025-03-31
Add
Add
+0.49%
●
76.94 ($77.63) 78.28
$78.20
0.73%
Add 9.53%
31,632,611
2,752,875
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Add
Add
+0.41%
●
47.4 ($50.6) 52.99
$56.51
11.68%
Add 14.02%
28,419,354
3,493,527
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+0.36%
●
507.05 ($540.58) 563.67
$570.61
5.56%
Add 7.6%
4,284,070
302,423
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
2025-03-31
Add
Add
+0.34%
●
48.33 ($48.9) 49.5
$49.31
0.84%
Add 13.96%
24,470,734
2,997,549
DFUV
Dimensional US Marketwide Value ETF
2025-03-31
Add
Add
+0.26%
●
39.96 ($41.98) 43.23
$42.69
1.69%
Add 8.71%
34,232,617
2,743,429
MTUM
iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF
2025-03-31
Add
Add
+0.24%
●
196.12 ($213.69) 229.48
$238.57
11.64%
Add 7.42%
7,423,029
512,679
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
2025-03-31
Add
Add
+0.22%
●
25.54 ($27.31) 28.8
$30.86
13.00%
Add 12.72%
30,896,623
3,487,062
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
2025-03-31
Add
Add
+0.18%
●
32.57 ($34.36) 35.83
$35.95
4.63%
Add 6.65%
38,061,156
2,372,876

MERCER GLOBAL ADVISORS INC /ADV Total Holding History ($B)

To

MERCER GLOBAL ADVISORS INC /ADV's Asset Allocation

To

MERCER GLOBAL ADVISORS INC /ADV Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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MERCER GLOBAL ADVISORS INC /ADV's Hypothetical Growth since 2025-03-31

MERCER GLOBAL ADVISORS INC /ADV's Yearly Returns

Year Portfolio % % Excess Gain %

MERCER GLOBAL ADVISORS INC /ADV's Holdings Heat Map

Size field:

MERCER GLOBAL ADVISORS INC /ADV's Holdings Bubble Chart

MERCER GLOBAL ADVISORS INC /ADV News

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