13F Insight
DOSSIER · 13F-HR · Q3 2026

MATHER GROUP, LLC.

$11.8B in tracked AUM across 2,264 positions as of Q3 2026.

MG
CIK 0001527641 · last filed Sep 30, 2026
Total AUM
$11.8B
as of Q3 2026
Holdings
2,264
+347 QoQ
positions
Whale Score
68
68
tracked
Activity
1870
+422 new, −75 sold
changes this Q
AI Analysis · Q3 2026

MATHER GROUP, LLC. filed its latest 13F-HR for Q3 2026. 1870 position changes this quarter — 422 new, 75 exited, 953 added, 420 trimmed.

Quarter at a glance — Q3 2026

1870 material changes this filing.

EXIT
DFSVDIMENSIONAL ETF TRUST
-6.6M sh
$-257M
—
NEW
DFSVDFA INVT DIMENSIONS GROUP IN
+6.7M sh
+$251M
2.1%
ADD
VUGVANGUARD INDEX FDS
+1.4M sh
+$185M
12.7%
TRIM
SCHVSCHWAB STRATEGIC TR
-2.4M sh
$-94M
2.2%
TRIM
SCHGSCHWAB STRATEGIC TR
-3.2M sh
$-86M
3.0%
ADD
VTVVANGUARD INDEX FDS
+373K sh
+$71M
9.9%
ADD
TIPISHARES TR
+526K sh
+$45M
2.0%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
VUG
VANGUARD INDEX FDS
$1.5B16.6M12.7%02
VTV
VANGUARD INDEX FDS
$1.2B5.4M9.9%03
VGK
VANGUARD INTL EQUITY INDEX F
$780M9.0M6.6%04
VPL
VANGUARD INTL EQUITY INDEX F
$738M6.4M6.3%05
DFAE
DIMENSIONAL ETF TRUST
$511M13.0M4.3%06
VMBS
VANGUARD SCOTTSDALE FDS
$420M9.5M3.6%07
SPTI
SPDR SERIES TRUST
$363M13.3M3.1%08
SCHG
SCHWAB STRATEGIC TR
$354M9.9M3.0%09
SCHV
SCHWAB STRATEGIC TR
$257M7.7M2.2%10
DFSV
DFA INVT DIMENSIONS GROUP IN
$251M6.7M2.1%

Filing history

2026Q3Sep 30
$11.8B▲ 2.9%
2,264 positionsView →2026Q2Jun 30
$11.5B▲ 14.4%
1,915 positionsView →2026Q1Mar 31
$10.0B▲ 3.2%
1,905 positionsView →2025Q4Dec 31
$9.7B▲ 223.6%
646 positionsView →2025Q3Sep 30
$3.0B▼ 67.9%
846 positionsLocked2025Q2Jun 30
$9.4B▲ 214.1%
611 positionsLocked2025Q1Mar 31
$3.0B▼ 61.3%
893 positionsLocked2024Q4Dec 31
$7.7B▼ 1.0%
1,745 positionsLocked2024Q3Sep 30
$7.8B▼ 4.1%
1,707 positionsLocked2024Q2Jun 30
$8.1B▲ 28.2%
2,206 positionsLocked2024Q1Mar 31
$6.3B▼ 0.6%
1,749 positionsLocked2023Q4Dec 31
$6.4B▲ 13.1%
555 positionsLocked
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