Tuesday, November 17, 2020

Dimensional files for 6 new actively-managed tax-managed ETFs: effective date Feb. 1, 2021

DFA buys and sells securities for the Portfolio with the goals of: (i) delaying and minimizing the realization of net capital gains (e.g., selling stocks with capital losses to offset gains, realized or anticipated); and (ii) maximizing the extent to which any realized net capital gains are long-term in nature (i.e., taxable at lower capital gains tax rates).



Dimensional U.S. Targeted Value ETF (DFAT)
Expense ratio: 0.33%


Dimensional U.S. Equity ETF (DFUS)
Expense ratio: 0.11%


Dimensional U.S. Core Equity 2 ETF (DFAC)
Expense ratio: 0.19%


Dimensional International Value ETF DFIV)
Expense ratio: 0.35%


Dimensional World ex U.S. Core Equity 2 ETF (DFAX)
Expense ratio: 0.31%


Dimensional U.S. Small Cap ETF (DFAS)
Expense ratio: 0.33%




Preliminary prospectus is here.





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