Dimensional’s Multifaceted Tax Management of SMAs

By Savina Rizova, PhD, Co-Chief Investment Officer and Global Head of Research   |   Ashish Bhagwanjee, Senior Portfolio Manager and Vice President

Dimensional’s Multifaceted Tax Management of SMAs
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May 28, 2025

Currency

USD

Topic

SMAs Tax

Dimensional’s Multifaceted Tax Management of SMAs

Learn how Dimensional’s SMA offering can benefit from the firm’s multifaceted approach to tax management–and why it matters to the end investor.

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