SEC approves Dimensional Fund Advisors launch of ETF share class for 13 mutual funds

The U.S. Securities and Exchange Commission cleared the way for Dimensional Fund Advisors to launch an exchange-traded fund ...
PLANADVISER

Dimensional’s ETF Share Classes Get Official SEC Approval

The U.S. government shutdown delayed the official approval, but now Dimensional can manage both exchange-traded fund classes ...
Financial Advisor

SEC Set To Allow Dimensional To Offer Vanguard-Style, Dual-Share-Class Funds

The US Securities and Exchange Commission intends to grant Dimensional Fund Advisors the ability to offer ETFs as share classes of mutual funds, opening the door for widespread use of a tax-saving ...
Morningstar

American Funds Preservation Port R3

On Jan. 1, 2025, comanager Alan Berro will step away from the portfolio solutions committee, which oversees this series, to focus his time elsewhere. Berro, a veteran equity manager, has been named on ...
Kiplinger

Mutual Funds Are About to Get the ETF Treatment. Here's What It Means for Investors

The Securities and Exchange Commission (SEC) is on the verge of allowing major changes to the way exchange-traded funds (ETFs) and traditional mutual funds are structured. Specifically, an SEC ruling ...
WealthManagement.com

SEC Intends to Allow Dimensional to Offer Dual Share Class Funds

(Bloomberg) -- The US Securities and Exchange Commission intends to grant Dimensional Fund Advisors the ability to offer ETFs as share classes of mutual funds, opening the door for widespread use of a ...