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Alternative Assets  + ETFs  + Latest News  + Markets  + Real Estate  + RIAs & Financial Advisors  | 
Dimensional Fund Advisors, which manages the bulk of its $540 million in assets in mutual funds and target retirement investments Expands with Large Cap Value and Real Estate ETFs

Dimensional Fund Advisors Expands with Large Cap Value and Real Estate ETFs

Dimensional Fund Advisors, which manages the bulk of its $540 million in assets in mutual funds and target retirement investments, has expanded its exchange-traded funds (ETF) offering with the Dimensional US Large Cap Value ETF (DFLV), with $4.9 million in assets, and the Dimensional Global Real Estate ETF (DFGR), with $5 million in assets.

The ETFs have been listed on NYSE Arca with expense ratios of 0.22% and 0.24%, respectively.

DFLV uses the traditional systematic Dimensional investment approach to equities that favors companies that tilt smaller in size and that have lower-priced shares and higher profitability relative to their peers, according to its prospectus.

DFGR invests in real estate investment trusts (REITs) and real estate operating companies of any market capitalization that are listed in either developed or emerging markets, according to its prospectus.

“Dimensional has been investing in both large cap value and real estate securities for three decades, providing capital markets expertise that we have now made available within ETFs,” Co-CEO and Chief Investment Officer Gerard O’Reilly said.

The two new listings expand Dimensional’s ETF roster to 30 funds which collectively house over $70 billion in assets under management, making the firm the largest provider of actively managed ETFs globally.

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Dimensional Advisors Group

About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.

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