This white paper is intended to guide and inform registered funds, their sponsors and other service providers and their boards (“Boards”) as they prepare to take advantage of potentially forthcoming ...

Reclassification involves changing a mutual fund's share class without a taxable event, offering flexibility in investment strategies and potential fee reductions for investors.

The expected SEC approval of ETF share classes for mutual funds and vice versa poses more technical and tax-related challenges than simply pressing a button to convert massive holdings. Processing ...

In November 2025, the SEC granted formal approval to Dimensional Fund Advisors LP to offer both ETF and mutual fund share classes within the same fund structure. This move is expected to lead to a ...

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 ...

The evolving landscape of investment vehicles, paired with a recent regulatory shift, stands to create new opportunities for wealth managers. One of the most significant possible developments on the ...

The first actively managed exchange-traded fund share classes are one step closer to becoming a reality. Dimensional submitted its first request for ETF share classes on Thursday, Oct. 9, 2025. The ...

(Reuters) -The U.S. Securities and Exchange Commission cleared the way for Dimensional Fund Advisors to launch an exchange-traded fund share class on 13 of its existing mutual funds, according to a ...