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

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 ...

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 ...

On 29 September 2025, the US Securities and Exchange Commission (SEC) issued notice 1 of an exemptive application 2 filed by Dimensional Fund Advisors LP, et al. (Dimensional) seeking relief (Relief) ...

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 ...

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 ...

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 ...

Every time you invest in a mutual fund, you're making a choice that could cost or save you tens of thousands of dollars—and you might not even know it. That's because mutual funds often come in ...