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Texas-headquartered Dimensional files to launch four fixed income ETFs this year


Texas-based new ETF giant, Dimensional Fund Advisors, has filed a preliminary registration statement with the SEC for four fixed income ETFs, with the hope of launching before the end of the year.

The four are an Investment Grade ETF, with a net expense of 0.19 per cent; a Short-Duration Investment Grade ETF, with a net expense of 0.18 per cent; an Inflation-Protected Securities ETF, with a net expense of 0.11 per cent and a Municipal Bond ETF, with a Net Expense of 0.18 per cent.

These proposed listings follow the listing of three core market equity ETFs late last year, the conversion of four tax-managed equity mutual funds to ETFs last month, and two additional non-US market tax-managed equity funds anticipated to be converted from mutual funds to ETFs later this year. 

When Dimensional announced the conversion of its mutual funds to ETFs, Dimensional’s Co-CEO and CIO Gerard O’Reilly said: “We expect to have a full line-up of ETFs to offer clients alongside our mutual fund offerings and expanded separately managed accounts platform. Our strategies offer the benefits of indexing—such as low costs, low turnover, and high diversification—paired with the advantages of flexible implementation that provide a continuous focus on higher expected returns and robust risk management.”

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