Dimensional Wins ETF Issuer of the Year and Best New Active ETF at 2023 ETF.com Awards

6/8/2023 - By Dimensional Fund Advisors

Dimensional Fund Advisors, a global leader in systematic investing, was recently honored at the 2023 ETF.com Awards, winning ETF Issuer of the Year and Best New Active ETF (for Dimensional US Small Cap Value ETF—DFSV) at the awards gala in New York City.

The ETF.com Awards honor the most influential, innovative, and impactful players in the exchange-traded-fund space. Winners are selected through a three-part process based on the insights and opinions of leaders throughout the ETF industry.

In less than three years since launching its first ETF, Dimensional has established 30 funds across equity, fixed income, and real estate strategies. Combined, these funds hold approximately $85 billion in assets under management (as of April 30, 2023, Morningstar), making the firm the largest active ETF issuer in the industry by AUM (as of April 30, 2023, Morningstar) and adding to its long-standing mutual fund and separately managed account businesses.

Further statistics about Dimensional’s growing ETF suite include:

  • Eighth-largest global ETF issuer across both active and passive managers (as of May 15, 2023, Morningstar)
  • More than $10 billion in year-to-date net flows (as of May 15, 2023, Morningstar)
  • Highest net flows of any active issuer in 2022, with over $26 billion in net new assets (as of May 15, 2023, Morningstar)

“We remain committed to meeting the needs of both new and existing advisor relationships by offering industry-leading, systematic active ETFs at a competitive price,” said Dave Butler, Co-CEO of Dimensional. “We look forward to continuing to build on our ETF offering in service of our clients.”

More information about Dimensional ETFs can be found here: dimensional.com/us-en/etfs.

More information about the ETF.com Awards, including methodology and a list of this year’s winners, can be found here.

DISCLOSURES

Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. Consider the investment objectives, risks, and charges and expenses of the Dimensional funds carefully before investing. For this and other information about the Dimensional funds, please read the prospectus carefully before investing. Prospectuses are available by calling Dimensional Fund Advisors collect at (512) 306-7400 or at dimensional.com. Dimensional funds are distributed by DFA Securities LLC.

Investment products: • Not FDIC Insured • Not Bank Guaranteed • May Lose Value

Dimensional Fund Advisors does not have any bank affiliates.

The awards are not representative of any one client’s experience and are not indicative of Dimensional’s future performance.

Dimensional was one of at least five nominees for the two 2023 ETF.com Awards received.

Risks include loss of principal and fluctuating value. Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost. Small cap investments are subject to greater volatility than those in other asset categories.

ETFs trade like stocks, fluctuate in market value, and may trade either at a premium or discount to their net asset value. ETF shares trade at market price and are not individually redeemable with the issuing fund, other than in large share amounts called creation units. ETFs are subject to risk similar to those of stocks, including those regarding short-selling and margin account maintenance. Brokerage commissions and expenses will reduce returns.


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