As adoption of the dual-wrapper products accelerates, so will questions about timing, pricing and residual balances.

The U.S. Securities and Exchange Commission approved Dimensional Fund Advisors’ request to offer both exchange-traded fund and mutual fund share classes within the same fund structure, making ...

As the government shutdown concludes, it is expected the SEC will promptly issue an exemptive order for Dimensional Fund Advisors LP to offer open-end funds with one class of exchange-traded fund ...

(Bloomberg) -- Dimensional Fund Advisors amended its bid for multi-share class fund structures, in a sign that the Securities and Exchange Commission is making progress on the applications after the ...

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 ...

Optimism is building that a game-changing fund design that will help asset managers shrink clients’ tax bills and grow their ETF businesses will soon be approved by the US securities regulator. This ...

Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” third-quarter 2025 investor letter.

Putnam Sustainable Retirement 2065 Fund Class C 5.72 Putnam Sustainable Retirement 2065 Fund Class R 6.11 Putnam Sustainable Retirement 2065 Fund Class R3 6.28 Putnam Sustainable Retirement 2065 Fund ...

Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the quarter, the ...

Dimensional Fund Advisors has amended its bid for multi-share class fund structures, a sign that the Securities and Exchange Commission is making progress on the applications. The updated filing ...