Latest ETF Trends

HOST

David Armstrong
Editor-in-Chief and Executive Director of Content and User Engagement

WealthManagement.com

Tuesday

3:00 PM ET

12:00 PM PT

Go Beyond Indexing with ETFs

Join Marlena Lee, Dimensional Fund Advisors’ Global Head of Investment Solutions, for an overview of innovations in exchange-traded fund (ETF) investing, active transparent ETFs and the evolution of investment vehicles. Her presentation will include a discussion of Dimensional’s entry into the ETF space, why the firm has transitioned some mutual funds into ETFs, and how Dimensional believes it can add value by offering investments in an ETF structure. Learn more.

Topics Include:

• Implementing a systematic, factor-based investment approach inside an active transparent ETF
• Comparing tax efficiencies between mutual funds and ETFs
• Why Dimensional is building out a suite of ETFs as part of its innovation in the space

Mark Gochnour, Dimensional’s Head of the Global Client Services Group, will host the webcast.

Content is approved for U.S. financial professionals only and is not approved for use outside of U.S.

CFP, CIMA^®, CPWA^®, and AEP^® CE Credits have been applied for and are pending approval.

PRESENTER

Marlena Lee, PhD

Global Head of Investment Solutions
Dimensional

MODERATOR

Mark Gochnour

Head of Global Client Services
Dimensional

SPONSORED BY:

For Financial Professional Use Only.

This information is provided for registered investment advisors and institutional investors and is not intended for public use. Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. Consider the investment objectives, risks, and charges and expenses of the Dimensional funds carefully before investing. For this and other information about the Dimensional funds, please read the prospectus carefully before investing. Prospectuses are available by calling Dimensional Fund Advisors collect at (512) 306-7400 or at us.dimensional.com. Dimensional funds are distributed by DFA Securities LLC.

ETFs trade like stocks, fluctuate in market value, and may trade either at a premium or discount to their net asset value. ETF shares trade at market price and are not individually redeemable with the issuing fund, other than in large share amounts called creation units. ETFs are subject to risks similar to those of stocks, including those regarding short-selling and margin account maintenance. Ordinary broker commissions may apply. Risks include loss of principal and fluctuating value.