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SEC Plans to Let Dimensional Offer Dual Share Class Funds
News September 29, 2025 at 10:21 AM
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What You Need To Know
- Roughly 70 other asset managers are waiting to hear back from the SEC on their applications.
- The long-awaited approval is set to be a major win for asset managers seeking to shrink clients’ tax bills and expand into the ETF industry
- The novel fund design, where one share class of a mutual fund is exchange-traded, was invented by Vanguard more than two decades ago.
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