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November 3, 2020

Upcoming Fund Expense Ratio Update

In an effort to continue to provide cost-competitive investment solutions, Dimensional Fund Advisors announced on 11.02.20 that they intend to reduce the management fees across a range of the equity mutual funds they manage. DFA expects to implement these changes on 02.28.21. The details presented in the announcement, which may be found via this link, suggest the aggregate expense ratios of our models may drop accordingly. That potential change is detailed in Figure 1. Please reach out to us where additional detail is desired.

20201103 SAM Update

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