At the end of November 2025, the SEC formally approved the first applications for mutual fund complexes to offer an ETF share ...
The first actively managed exchange-traded fund share classes are one step closer to becoming a reality. Dimensional submitted its first request for ETF share classes on Thursday, Oct. 9, 2025. The ...
Today, The Vanguard Group added its name to the growing list of asset managers seeking SEC approval for an exchange-traded fund share class of its actively managed mutual funds. It joins more than 60 ...
The Securities and Exchange Commission in March said it was prioritizing its review of applications for firms aiming to offer ETF share classes of its traditional mutual funds. Most exchange traded ...
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 ...
Quick Take: Following the notice of intent to grant relief in September, and having received no request for a public hearing into the application, the SEC issued an Exemptive Order for Dimensional ...
The US Securities and Exchange Commission intends to grant Dimensional Fund Advisors the ability to offer ETFs as share classes of mutual funds, opening the door for widespread use of a tax-saving ...
Since April, the Investment Company Institute has looked into what asset managers may need to launch exchange-traded-fund share classes within existing mutual fund portfolios. The Investment Company ...