Dimensional Crosses $100 Billion in ETF Assets under Management
Dimensional Fund Advisors, a global leader in systematic multifactor investing, recently surpassed $100 billion in exchange-traded fund (ETF) assets under management (AUM), furthering the firm’s leadership as the largest active ETF issuer in the industry.
In less than three years since its first ETF launch, Dimensional has successfully introduced 31 ETFs across global equities, fixed income, and real estate, and has made history with the largest mutual fund–to–ETF conversions of any manager in the industry.
“We are proud to reach this milestone, which signals that our ETF suite is delivering value for the financial professionals we work with and meeting investors’ needs,” said Co-CEO Dave Butler. “We remain committed to providing these professionals with more ways to access low-cost, thoughtfully constructed investment solutions.”
With nearly $60 billion in net flows since its launch in November 2020 and nearly $20 billion in YTD net flows, Dimensional’s ETF business has garnered substantial interest from investors in the growing active transparent market.
As new empirical research, technology, and regulations have advanced, so too have the firm’s portfolio design and vehicle offerings. Dimensional has announced plans to list seven more ETFs in the coming months while also continuing to advocate for investor choice with its application for ETF share class exemptive relief.
More information about Dimensional ETFs can be found here: dimensional.com/etfs
About Dimensional fund Advisors
Dimensional is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, we help investors pursue higher expected returns through a systematic investment process that integrates research insights with advanced portfolio design, management, and trading while balancing tradeoffs that can impact returns. Dimensional is headquartered in Austin, Texas, and has 14 global offices across North America, Europe, and Asia. As of June 30, 2023, Dimensional manages $634 billion for investors worldwide. For more information, please visit dimensional.com.
Disclosures
Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.
Consider the investment objectives, risks, and charges and expenses of the Dimensional funds carefully before investing. For this and other information about the Dimensional funds, please read the prospectus carefully before investing. Prospectuses are available by calling Dimensional Fund Advisors collect at (512) 306-7400 or at dimensional.com. Dimensional funds are distributed by DFA Securities LLC.
This information is not meant to constitute investment advice, a recommendation of any securities product or investment strategy (including account type), or an offer of any services or products for sale, nor is it intended to provide a sufficient basis on which to make an investment decision. Investors should consult with a financial professional regarding their individual circumstances before making investment decisions.
Risks include loss of principal and fluctuating value. Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost.
ETFs trade like stocks, fluctuate in market value, and may trade either at a premium or discount to their net asset value. ETF shares trade at market price and are not individually redeemable with the issuing fund, other than in large share amounts called creation units. ETFs are subject to risks similar to those of stocks, including those regarding short-selling and margin account maintenance. Brokerage commissions and expenses will reduce returns.