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
+0.80%
+3.83%
128,518.3
 
BSV
Vanguard Short-Term Bond ETF
31,632,611
2,476,166.2
+9.53%
5.680
+0.49%
7.150
+1.32%
+3.30%
38,530.5
 
VOO
Vanguard S&P 500 ETF
4,284,070
2,201,626.9
+7.60%
5.050
+0.36%
0.380
+10.24%
+6.54%
611,533.3
 
DFAC
Dimensional U.S. Core Equity 2 ETF
53,776,312
1,774,048.4
+15.65%
4.070
+0.55%
5.630
+8.96%
+5.43%
35,177.9
 
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
+15.18%
+15.02%
17,447.6
 
VEA
Vanguard FTSE Developed Markets ETF
28,419,354
1,444,555.8
+14.02%
3.310
+0.41%
1.060
+12.62%
+21.02%
151,667.3
 
DFUV
Dimensional US Marketwide Value ETF
34,232,617
1,410,687.6
+8.71%
3.240
+0.26%
12.570
+3.96%
+5.90%
11,757.3
 
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
+8.06%
+7.04%
8,743.7
 
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
+1.61%
+1.76%
64,909.8
 
AAPL
Apple Inc
5,063,620
1,116,433.9
+1.48%
2.560
+0.04%
0.030
-4.99%
-14.96%
3,172,966.9
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
$98.67
0.93%
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
$36.27
4.49%
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
$78.34
0.91%
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
$57.15
12.94%
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
$570.29
5.50%
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
$49.29
0.80%
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
$42.96
2.33%
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
$236.90
10.86%
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
$31.16
14.12%
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
$35.96
4.66%
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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