Dimensional Fund Advisors is preparing a line of four sustainability-themed ETFs to add to its product suite.
On April 7, the firm filed with Securities and Exchange Commission for the ETFs, which could launch as soon as 75 days afterward. Those products include the Dimensional US Sustainability Core 1, International Sustainability Core 1, Emerging Markets Sustainability Core 1 and Global Sustainability Fixed Income ETFs.
A theme across the ETFs is lower emissions exposure than in comparable products, the company said in an announcement that accompanied the SEC registration. The ETFs “are designed to target measurable sustainability goals while seeking broad diversification, efficient cost management and higher expected returns,” the company said.
“Our teams have conducted extensive research into ESG considerations and developed a measurable approach to systematically integrating sustainability data into our portfolios,” Dimensional co-CEO and chief investment officer Gerard O’Reilly said in the announcement. “Our approach applies what we believe is the best available data to help investors incorporate their sustainability values in portfolios without sacrificing sound investment principles.”
Total fees for the ETFs range from 18 basis points to 41 bps, according to the initial prospectus filed with the SEC.
The Kestra-owned RIA acquirer merges the planning firm into KDI Wealth Management, creating a majority woman-led advisor team
Eight in 10 pre-retirees say the US retirement system wasn't built for them and most still haven't planned how to make their money last.
Just over 10% of advisors' wealth clients come from defined contribution plans, as capacity, data and technology gaps block the bridge to wealth
Deal creates a $20B-plus custody platform for private market investing in IRAs, months after Schwab closed its Forge Global purchase
Despite the good times, advisors should tread carefully, said one veteran industry executive.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
