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Dimensional Fund Advisors rocks the mutual fund industry by undertaking mass conversion of its mutual funds to ETFs

The Austin, Tex., manager of $640 billion largely for RIAs went from diehard mutual fund holdout to top-11 ETF provider with the swipe of a pen, and analysts predict copycats will convert trillions of dollars of their own mutual fund assets.

Author Lisa Shider July 9, 2021 at 1:04 AM
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Marlena Lee: It's important to understand that we converted tax-managed mutual funds because we think the ETF provides a better tool for tax efficiency.

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December 3, 2022 at 3:16 AM

Dimensional Fund Advisors, long the flagship of factor investing, struggles to chart a course as a nimble rival and big foot competitors cut into its market--and exploit its slow move to ETFs

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August 9, 2022 at 1:57 AM



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