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.

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