Page 10 - Dimensional Fund News Today

Bumbershoot Holdings: “KVH Produced Meaningful Gains to Start 2021. I Expect More to Come” Bumbershoot Holdings LP, an investment management firm, published its fourth quarter 2020 investor letter – a copy of which can be downloaded here.  Bumbershoot Holdings L.P. generated a negative gross return of -6.61% for the full-year 2020, while its S&P 500 benchmark delivered a 16.26% return in the same period. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021....

DFA shifting $26 billion of mutual funds into ETFs Quant giant Dimensional Fund Advisors has laid out a timeline for converting funds into exchange-traded funds. March 4, 2021 The Austin, Texas-based firm will turn four equity funds into ETFs “on or about” June 11, according to a filing Wednesday with the Securities and Exchange Commission. That puts the $601 billion manager founded by David Booth on course to be only the second issuer to undertake a conversion, with the first-ever switch,...

Investment Week digital edition - 22 February 2021 Latest edition of print magazine now available online Investment Week - 22 February 2021 digital edition Click here to download the digital version of this weeks issue. This weeks exclusive articles include:  Related articles Industry left gobsmacked as shamed manager plots comeback Green Ten-Point Plan: A false dawn or green revolution? Managers pick apart the Governments clean energy investment pledge Investment Conundrums: Dave Plecha of Di...

Investment Conundrums: Dimensionals Plecha on why fixed income is as effective now as it has ever been Showing resilience in the face of the pandemic Dave Plecha of Dimensional Fund Advisors Dimensionals systematic fixed income range has reversed some of the positioning that cushioned its funds exposure to volatility in bond markets at the outbreak of the coronavirus pandemic last year, with credit and duration exposure being tightened, according to global head of fixed income Dave Plecha. Plec...

DFA's three ETFs have absorbed about $337 million so far in 2021.

Canny View: The race to chase higher returns can be risky 22 Jan, 2021 05:00 PM 5 minutes to read What we have witnessed over the years is the race to chase higher yield, is where the sharks start to circle. Photo / Supplied Hawkes Bay Today OPINION: Lurking just under the surface of the investment ocean is a risk waiting to devour retirees desperate for yield. Its understandable: after all, a retirement portfolio is supposed to generate cash. But considering the current econo...

This Exclusive Firm Now Sells ETFs Directly to Investors This Exclusive Firm Now Sells ETFs Directly to Investors A well-respected mutual fund company is allowing investors to access its funds for the first time without the help of a financial pro. Photo by TheVisualsYouNeed / Shutterstock.com A well-respected mutual fund company is allowing average investors to access its funds for the first time without the help of a financial adviser. Dimensional Fund Advisors — more commonly known as “D...