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Highly regarded Dimension Fund Advisors (DFA) is converting four of its mutual funds with $26 Billion in assets to ETFs.

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


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.


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