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.
A $141M judgment and a federal asset freeze collide over one shrinking pool
The firm's CFO and EVP of Wealth Management Solutions are the latest executives to exit the broker-dealer.
Clients are saying they would consider switching advisors if another professional offered estate planning services, according to a new Trust & Will survey.
CEO Laurel Taylor says the fintech's composable AI stack helps workers optimize dollars across Trump Accounts, 529s, 401(k)s, and other employee benefits.
The bank has swiped three private banking veterans from BNY as the city climbs the ranks of America's fastest-growing wealth hubs.
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
