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November 10, 2020

Dimensional is Reducing Management Fees

We’re excited to let you know that Dimensional is reducing management fees across a broad range of equity mutual funds. This represents an overall reduction of 15% on an asset-weighted basis, and will go into effect February 2021.

Expense ratios are an important investment consideration, and this reduction highlights Dimensional’s ability to pass along the benefits of their process efficiencies back to shareholders. It also closely aligns pricing between their Mutual Fund offering and their planned launch and expansion of ETFs, which helps to eliminate expense ratio as a determining factor when choosing which investment solution is the best fit for clients and beneficiaries.

You can read more about the announcement, including the funds included in the expense reduction, below.

*Here is the link to the post: Dimensional is Reducing Management Fees

Commentary by Portfolio Design Services, LLC / News

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Bruce Swanson, President
100 Hilltop Road
Roanoke, VA 24014
Phone 540-400-0053
Fax 540-400-0054
bruce@pdsadvisors.com

Brad Olson, Research Manager
122 N. 2nd Street
River Falls, WI 54022
Phone 715-629-9095
Fax 540-400-0054
brad@pdsadvisors.com

Tonya Swinnea, Investment Adviser Representative
Phone 340-277-6976
Fax 540-400-0054
tonya@pdsadvisors.com

Angela Tillle, Investment Advisor Representative
Phone 715-629-9095
Fax 540-400-0054
angela@pdsadvisors.com

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