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

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 ...

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 ...

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 ...

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 expected SEC approval of ETF share classes for mutual funds and vice versa poses more technical and tax-related challenges than simply pressing a button to convert massive holdings. Processing ...

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 ...

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 ...