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Upcoming Events: September Webinar & Mutual Fund ETF Conversions

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

  • Title: 2021 Hot Topics: Inflation, Crypto, and Market Highs
  • Date & Time: Friday, September 10, 8:30 am PT

  • Description: Dimensional’s Jake DeKinder and Mark Gochnour will discuss the rise of cryptocurrencies around the globe. They also will offer a long-term perspective on recent stock market activity and discuss how investors might consider thinking about the prospect of higher inflation and managing the impact of rising prices on their wealth.

  • Please click the following link to register: Click here to register

 

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:

  • Tax-Managed International Value (DTMIX) to International Value ETF (DFIV)

  • TA World Ex US (DFTWX) to World Ex US Core Equity 2 ETF (DFAX)

 

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.

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