As adoption of the dual-wrapper products accelerates, so will questions about timing, pricing and residual balances.
Regulators officially approved 30 more funds last month, with more expected authorizations in 2026. Will financial advisors ...
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 ...
The SEC Notice indicates F/m will soon be able to offer both ETF and mutual fund share classes within the same fund, expanding access and flexibility for investors and advisors. “This approval is ...
The SEC is opening the path for dual‑share‑class ETFs to roll out – but the wealth management industry is in no hurry to follow. Several weeks after granting Dimensional Fund Advisors approval to ...
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 ...
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 ...
Automated platform bridges the gap between mutual fund and ETF systems, eliminating next-day market risk and accelerating readiness for the dual shares class structure. Nottingham Shareholder Services ...
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