First, the Portfolio Advisors Team would like to invite you to an upcoming webinar hosted by Dimensional Fund Advisors:


Secondly, in our January 2021 newsletter, we announced the conversion of several Dimensional mutual funds to ETFs that were taking place throughout the year. (Please click here to see this article.) Another round of conversions, more specifically, the conversion of Non-US (or international) Market mutual funds to ETFs will be taking place on September 10th. The following funds will be converted to their respective ETF:


The conversion requires no action on the part of our clients and our team is monitoring the conversion closely. If you have any questions regarding the ETF conversion, please feel free to contact our office.