Page 19 - Dimensional Fund News Today : Breaking News, Live Updates & Top Stories | Vimarsana

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. Bumbershoot Holdings LP, in their Q4 2020 investor letter, mentioned KVH Industries, Inc. (NASDAQ: ...

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, by Guinness Atkinson, expected later this month. Dimensional’s ETF lineup will more than double...

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 week's issue. This week's 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 Government's clean energy investment pledge Investment Conundrums: Dave Plecha of Dimensional Fund Advisors "Fixed income is just as effective now as it has ever been" Nuveen's Rach...

Investment Conundrums: Dimensional's 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 Dimensional's 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. Plecha, who spearheads the $601bn AUM firm's quantitative and systematic fixed income offering, sai...

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