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Dimensional Funds converts four OEF to ETFs

edited June 2021 in Fund Discussions

The names of the ETFs are:

The Dimensional U.S. Equity ETF (ticker DFUS, formerly the Tax-Managed U.S. Equity Portfolio)
The Dimensional U.S. Small Cap ETF (DFAS, formerly the Tax-Managed U.S. Small Cap Portfolio)
The Dimensional U.S. Targeted Value ETF (DFAT, formerly the Tax-Managed U.S. Targeted Value Portfolio)
The Dimensional U.S. Core Equity 2 ETF (DFAC, formerly the T.A. U.S. Core Equity 2 Portfolio)


  • What were the OEF symbols? Not seeing included in the article - ?
  • edited June 2021
    I have not been able to find the OEF symbols. Article indicates only what the new symbols will be.

    Here is an old March 8, 2021 article announcing the change.

    Here is the SEC Form N-14 registration filing exhibiting the OEM funds to be converted.

    Funds to be converted:

    Tax-Managed U.S. Equity Portfolio
    Tax-Managed U.S. Small Cap Portfolio
    Tax-Managed U.S. Targeted Value Portfolio
    T.A. U.S. Core Equity 2 Portfolio

    Sorry, didn't realize this was a duplicate post.

  • I wonder what the volume on them will be. The TRP ETFs launched last year still seem to be fairly thinly traded.
  • Just for comparison’s sake, here’s the daily average trading volume for the Avantis ETFs run by DFA alumni which have been around for just shy of two years and cover a similar space:

    AVUV Avantis U.S. Small Cap Value 147,014
    AVUS Avantis U.S. Equity 111,454
    AVDE Avantis International Equity 62,698
    AVDV Avantis International Small Cap Value 112,198
    AVEM Avantis Emerging Markets Equity 67,246
  • The CIO of Avantis (Eduardo Repetto) was recently a guest on the Long View podcast.
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