The new listings provide financial professionals with a full suite of investment solutions to build comprehensive, globally diversified models using Dimensional ETFs.
AUSTIN, Texas–(BUSINESS WIRE)–Dimensional Fund Advisors, a global leader in systematic investing, expanded its exchange-traded funds (ETFs) offering with today’s listing of three emerging markets equity ETFs, which offer broadly diversified exposure to core, value, and high profitability1 equities within emerging markets.
“Dimensional’s expanded ETF suite leverages the firm’s 40-year track record of thoughtful portfolio design and flexible, cost-efficient implementation,” said Co-CEO and Chief Investment Officer Gerard O’Reilly. “Investors can benefit from these funds’ broadly diversified exposure to emerging markets, delivered with a robust, systematic, and scalable pursuit of higher expected returns.”
The new funds, which are listed on the New York Stock Exchange (NYSE), are:
- Net expense ratio2: 0.39%
- Description: Emerging markets total market solution that targets higher expected returns and consistent exposure through a daily flexible process
- Net expense ratio2: 0.43%
- Description: Emerging markets value solution that targets higher expected returns and consistent exposure through a daily flexible process
- Net expense ratio2: 0.41%
- Description: Emerging markets high profitability solution covering large caps and mid caps that targets higher expected returns and consistent exposure through a daily flexible process
The three new funds join the growing lineup of Dimensional ETFs, now totaling 23 funds and approximately $48 billion in AUM, which complement the firm’s existing mutual funds and expanded separately managed accounts (SMAs) offerings.
“Our expanding ETF suite provides financial professionals with a full set of solutions to build globally diversified asset allocation models using Dimensional ETFs,” said Co-CEO Dave Butler. “We’re pleased with the strong demand we are seeing for our ETF suite and look forward to serving our clients with even broader exposure to Dimensional portfolios across geographies, asset classes, and solution types.”
More information about Dimensional ETFs can be found here: us.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 13 global offices across North America, Europe, and Asia. As of March 31, 2022, Dimensional manages $659 billion for investors worldwide. For more information, please visit dimensional.com.
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 us.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.
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. Ordinary broker commissions may apply. Risks include loss of principal and fluctuating value. International investing involves special risks such as currency fluctuation and political instability. Investing in emerging markets may accentuate these risks. These risks are described in the Principal Risks section of the prospectus. Diversification does not eliminate the risk of market loss.
The investment objective of each of the three newly listed ETFs is to achieve long-term capital appreciation.
1 Profitability is defined as a company’s operating income before depreciation and amortization minus interest expense scaled by book equity.
2 Dimensional has agreed to waive certain fees and, in certain instances, assume certain expenses of the ETFs. Please read the ETFs’ prospectus for details and more information