The SEC's green light for dozens of investment firms to offer ETF share classes of traditional mutual funds has opened new avenues for active vehicles built in the tax-efficient structure. Processing ...

In November 2025, the SEC granted formal approval to Dimensional Fund Advisors LP to offer both ETF and mutual fund share classes within the same fund structure. This move is expected to lead to a ...

DFA US Micro Cap ETF DFMC, Dimensional’s first exchange-traded share class of an existing mutual fund, began trading today, March 20, 2026. It marks the first time an actively managed ETF share class ...

In a move anticipated for two years, the Securities and Exchange Commission signaled earlier this week that it would grant exemptive relief to Dimensional Fund Advisors’ application to offer dual ...

The evolving landscape of investment vehicles, paired with a recent regulatory shift, stands to create new opportunities for wealth managers. One of the most significant possible developments on the ...

Muni funds may not be as far away as some think, but will begin slowly, said Pat Luby, head of municipal strategy at CreditSights. Of the 80-plus applications filed for exemption relief to offer ETF ...

The US Securities and Exchange Commission is approaching a decision that could reshape the landscape for mutual fund and ETF providers, as well as the advisors who use them. Asset managers including ...

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