Almost three dozen fund providers have requested approval from the SEC to use Vanguard’s previously patented ETF-as-a-share class fund structure. The unique hybrid structure essentially bolts an ETF ...

The first actively managed exchange-traded fund share classes are one step closer to becoming a reality. Dimensional submitted its first request for ETF share classes on Thursday, Oct. 9, 2025. The ...

The US Securities and Exchange Commission intends to grant Dimensional Fund Advisors the ability to offer ETFs as share classes of mutual funds, opening the door for widespread use of a tax-saving ...

The evolving landscape of investment vehicles, paired with a recent regulatory shift, stands to create new opportunities for wealth managers. One of the most significant possible developments on the ...

Asset managers from BlackRock to Schwab are lining up for exemptive relief, but data suggest initial challenges keeping RIAs and broker‑dealers on the sidelines.

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 ...

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 ...

Over the quarter, Franklin Rising Dividends Fund (Advisor Class without sales charges) underperformed its benchmark, the S&P ...

The Securities and Exchange Commission in March said it was prioritizing its review of applications for firms aiming to offer ETF share classes of its traditional mutual funds. Most exchange traded ...