MERCER GLOBAL ADVISORS INC /ADV
Position in CGDV — Capital Group Dividend Value ETF
CIK 853758
DENVER, CO
Position in CGDV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,077,694
+$1,149,216 QoQ
Shares Held
42,161
+93.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#120
of 204 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in CGDV Over Time
Shares Held
Position Value (USD)
All Filings in CGDV
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,077,694 | 42,161 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $928,478 | 21,826 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $872,538 | 19,994 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $523,609 | 12,458 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $207,243 | 5,248 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $397,599 | 11,156 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $796,869 | 21,868 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $606,837 | 18,389 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $540,865 | 16,642 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $459,715 | 15,406 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,087,705 | 41,092 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||