As adoption of the dual-wrapper products accelerates, so will questions about timing, pricing and residual balances.

As the government shutdown concludes, it is expected the SEC will promptly issue an exemptive order for Dimensional Fund Advisors LP to offer open-end funds with one class of exchange-traded fund ...

The U.S. Securities and Exchange Commission approved Dimensional Fund Advisors’ request to offer both exchange-traded fund and mutual fund share classes within the same fund structure, making ...

On September 29, 2025, the SEC issued a notice of an amended application for an exemptive order to permit the applicant open-end management investment companies registered under the Investment Company ...

In a move anticipated for two years, the Securities and Exchange Commission signaled earlier this week that it would grant exemptive relief to Dimensional Fund Advisors’ application to offer dual ...

Optimism is building that a game-changing fund design that will help asset managers shrink clients’ tax bills and grow their ETF businesses will soon be approved by the US securities regulator. This ...

Dimensional Fund Advisors has amended its bid for multi-share class fund structures, a sign that the Securities and Exchange Commission is making progress on the applications. The updated filing ...

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Putnam Sustainable Retirement 2065 Fund Class C 5.72 Putnam Sustainable Retirement 2065 Fund Class R 6.11 Putnam Sustainable Retirement 2065 Fund Class R3 6.28 Putnam Sustainable Retirement 2065 Fund ...