Skip to main content
No. of Recommendations: 7
Highly regarded Dimension Fund Advisors (DFA) is converting four of its mutual funds with $26 Billion in assets to ETFs.

https://www.fa-mag.com/news/david-booth-s-dfa-starts-clock-o...

Dimensional’s ETF lineup will more than double after the conversions, which will reduce management fees by between 20% and 56% compared to the existing mutual funds, according to the filing.

The pioneering quant firm has aggressively targeted the $5.8 trillion U.S. ETF market after first announcing plans to enter the industry last June. It has already launched a trio of actively managed equity products, which debuted in November and December and have amassed more than $840 million in assets.

The conversions will affect the following funds:

• The Tax-Managed U.S. Equity Portfolio becomes the Dimensional U.S. Equity ETF
• The Tax-Managed U.S. Small Cap Portfolio becomes the Dimensional U.S. Small Cap ETF
• The Tax-Managed U.S. Targeted Value Portfolio becomes the Dimensional U.S. Targeted Value ETF
• The T.A. U.S. Core Equity 2 Portfolio becomes the Dimensional U.S. Core Equity 2 ETF

</snip>


Being able to buy DFA funds without the added cost of a DFA-approved advisor is a good deal.

Analyzing the 'high-fee' DFA-approved advisor's sales pitch.
https://retireearlyhomepage.com/low_fee_dfa.html

</snip>


intercst
Print the post  

Announcements

The Retirement Investing Board
This is the board for all discussions related to Investing for and during retirement. To keep the board relevant and Foolish to everyone, please avoid making any posts pertaining to political partisanship. Fool on and Retire on!
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.