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.
- 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
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
Jake DeKinder, CFA
Head of Client Communications & Vice President
David Armstrong - Moderator
Editor-in-Chief and Executive Director of Content and User Engagement