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Ultimus Managers Tr shares owned by Mercer Global Advisors

Quarter-by-quarter ownership of Ultimus Managers Tr (MDST) shares owned by Mercer Global Advisors from 13F filings

Historical chart of Mercer Global Advisors investment in Ultimus Managers Tr

Tip: Access up to 7 years of quarterly data

All positions including Ultimus Managers Tr held by Mercer Global Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ultimus Managers Tr by Mercer Global Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $109k 3.8k 28.83

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Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Msci Intl Moment (IMTM)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Avan Us Smal Etf (AVSC)
Ishares Tr National Mun Etf (MUB)

View all positions for Mercer Global Advisors

Top funds holding Ultimus Managers Tr

Westwood Holdings
LPL Financial
North Star Investment Management
Janney Montgomery Scott
Rockefeller Capital Management
Chicago Partners Investment
Stifel Financial
Miller Global Investments
Royal Bank of Canada
Garden State Investment Advisory Services
Commonwealth Equity Services
Morgan Stanley
Clear Trail Advisors
Cambridge Investment Research Advisors
Advisor Group Holdings

View all funds holding Ultimus Managers Tr