Hi Larry, why have some DFA mutual funds automatically converted to ETFs for shareholders, while others have not? Specifically asking about DISVX to DISV, DFEVX to DFEV, DFCEX to DFEM. Thanks.
They did it first for domestic funds and my assumption is same will happen for international. However, once you have the ETF structure the tax benefits I believe should be the same for both share classes
Hi Larry, why have some DFA mutual funds automatically converted to ETFs for shareholders, while others have not? Specifically asking about DISVX to DISV, DFEVX to DFEV, DFCEX to DFEM. Thanks.
Dave
They did it first for domestic funds and my assumption is same will happen for international. However, once you have the ETF structure the tax benefits I believe should be the same for both share classes
So no need to convert?
Don’t think so, should operate just like Vanguard’s mutual funds and ETF combinations