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How Dimensional Is Introducing Its ETFs

Now Available On Demand

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

Sponsored by

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Content is approved for U.S. financial professionals only and is not approved for use outside of U.S.

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval

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