Dimensional Lists Core Equity Market UCITS ETFs
Dimensional Fund Advisors, one of the largest global active ETF issuers, expands its European UCITS ETF range with two new Core Equity Market strategies listed in London and Frankfurt.
Like other Dimensional equity strategies, the Core Equity Market ETFs are actively managed and overweight securities with higher expected returns. They have the flexibility to rebalance every day in pursuit of higher returns and seek a low tracking error relative to the market.
Dimensional’s Core Equity Market UCITS ETFs provide low-cost, diversified exposure to developed markets and are designed with the potential to replace index strategies.
The eligible investable universe of the funds comprises all market caps while their ongoing charges figures (OCFs) are comparable to those of many passive, large cap-only strategies. The US Core Equity Market UCITS ETF has an OCF of 0.15%, while the Global ex US Core Equity Market UCITS ETF has an OCF of 0.20%.
The funds are listed in GBP and USD in London and EUR in Frankfurt. Both funds are registered in Austria, Finland, Germany, Ireland, the Netherlands, Norway, Sweden and the United Kingdom.
Dimensional Investing: Go Beyond Indexing
The new funds use Dimensional’s flexible, daily implementation and apply the firm’s characteristic systematic investment approach to target higher total returns in broadly diversified, low-cost portfolios.
Not constrained to matching index returns, Dimensional core equity market strategies pursue their performance objective through strategy design and implementation.
For example, the funds exclude small cap stocks with low expected return characteristics, such as smaller growth companies with low profitability and smaller companies with high asset growth.
In another example of the unconstrained flexibility of the strategies, they intend to capitalise on upward or downward momentum by delaying of the sale or purchase of a stock until the momentum has decayed. Flexibility in trading also enables the strategies to seek to avoid the explicit and implicit costs of turnover, especially around index reconstitution events.
Nathan Lacaze, Co-CEO, Dimensional Fund Advisors Ltd., said: “An increasing number of institutions and advisors are turning to Dimensional’s systematic active solutions as replacements for rigid index funds.
“Index funds imperfectly track indices that are imperfect proxies of the market. Some investors are asking, ‘why not introduce some flexibility and spend a small amount of tracking error to enhance returns?’”
The new funds complement Dimensional’s existing UCITS ETFs, UCITS funds and separate account solutions in the region and are similar to the firm’s market-series ETFs for US-based investors. Dimensional’s first UCITS ETFs were listed in 2025 and raised $1 billion in their first three months.
John Romiza, Co-CEO, Dimensional Fund Advisors Ltd., commented: “As is always the case at Dimensional, we work with clients to develop investment solutions that bring to life our evidence-based approach to investing. The core market strategies aim to help advisors and institutions more reliably meet their financial goals.”
More details about the new ETFs can be found here: https://www.dimensional.com/etfs
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