Dimensional Fund Advisors, building on its long history of bringing innovative investment solutions to investors, has recently added to its offerings with the launch of exchange-traded funds. This session will explore how the new ETF Rule by the SEC allows for greater flexibility in day-to-day management and helped set the stage for the launch. Also, to be covered is the planned conversion of six tax-managed mutual funds into ETFs, one of the first moves of its kind in the industry.
Topics Include:
- Dimensional’s approach to targeting higher expected returns
- How Authorized Participants play a central role in the ETF creation and redemption process
- The important implications of the bid-ask spread in the secondary market
- Dimensional’s ability to rebalance cost-effectively in an ETF structure
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Marlena Lee, PhD
Global Head of Investment Solutions
Dimensional
Jake DeKinder, CFA
Head of Client Communications & Vice President
Dimensional
David Armstrong - Moderator
Editor-in-Chief and Executive Director of Content and User Engagement
WealthManagement.com