Dimensional Continues Expansion of Industry-Leading Systematic Active ETF Suite with Six New Filings
Dimensional Fund Advisors, a global leader in systematic investing, continued expanding its exchange-traded funds (ETF) suite by filing a preliminary registration statement with the Securities and Exchange Commission (SEC) for six new ETFs. The new funds provide further choice when constructing broadly diversified ETF allocations across global equity and fixed income markets.
The ETFs included in today’s filing are:
- Dimensional US Core Equity 1 ETF
- Dimensional Global Equity ETF
- Dimensional Global Core Plus Fixed Income ETF
- Dimensional Global ex US Core Fixed Income ETF
- Dimensional Global Credit ETF
- Dimensional Ultrashort Fixed Income ETF
“We are encouraged by the strong adoption of our ETF suite, which has further solidified our place as the industry’s largest active ETF issuer. In only 2½ years, the growth of our business has brought Dimensional’s suite to the verge of $100 billion in AUM,” said Co-CEO Dave Butler. “The new ETFs expand our offering and provide broader access to systematic active strategies across equities and fixed income.”
Today’s news adds to Dimensional’s previous registration statements for its US Large Cap Vector and California Municipal Bond ETFs, which were filed with the SEC earlier this year.
“This year’s filings are meeting demand from financial professionals and doubling the firm’s fixed income ETF offering,” said Co-CEO and Chief Investment Officer Gerard O’Reilly. “The timing of these launches is fitting, as Dimensional will celebrate 40 years of fixed income investing in July.”
The six new equity and fixed income funds will join a growing lineup of Dimensional ETFs, currently totaling 30 funds with approximately $92 billion in assets under management. Dimensional goes beyond indexing by using a flexible approach to systematically pursue higher expected returns in broadly diversified, low-cost investment solutions across asset classes and vehicle types.
More information about Dimensional ETFs can be found here: dimensional.com/etfs
Disclosures
This material is for informational purposes only. A registration statement about six new series of the Dimensional ETF Trust has been filed with the Securities and Exchange Commission but has not yet become effective. Information about the series is not complete and may be changed. These securities may not be sold nor may offers to buy be accepted prior to the time the registration statement becomes effective. This communication shall not constitute an offer to sell or the solicitation of an offer to buy, nor shall there be any sale of, these securities in any state or jurisdiction in which such offer, solicitation, or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
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.
Investment products: • Not FDIC Insured • Not Bank Guaranteed • May Lose Value
Dimensional Fund Advisors does not have any bank affiliates.
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.
There is no guarantee strategies will be successful. Dimensional does not provide any investment, tax, or financial advice. Investors should consult with their financial advisors and tax professionals about their individual circumstances. Investing involves risks including loss of principal and fluctuating value.
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. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks, including changes in credit quality, liquidity, prepayments, call risk, and other factors. International and emerging markets investing involves special risks, such as currency fluctuation and political instability. Investing in emerging markets may accentuate these risks.
Diversification neither assures a profit nor guarantees against loss in a declining market.
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.