ETF Share Classes Are a Go for Dimensional: Here’s What Investors Need to Know

 

On this episode:

 

What was your reaction to the SEC removing these regulatory hurdles? 

Let’s first start with the rule change regarding crypto ETFs. Can you explain what new investment choices could be available, and what would they track? 

How soon could firms release new crypto ETFs? 

They’re already spot crypto ETFs trading. Could new competition push down fees overall? 

How have crypto ETFs performed so far in 2025? 

What crypto ETFs do Morningstar consider solid choices for investors? 

Morningstar considers crypto a speculative or high-risk asset. Will you remind investors why that is? 

Let’s switch to the SEC’s other recent rule change. It has approved Dimensional Fund Advisors to add an ETF share class to its mutual funds. Can you explain what an ETF share class is and provide a brief history lesson on it? 

More than 70 asset managers have banded together to get permission to offer dual share class funds. How often does that happen, and why in this case? 

What do individual investors stand to gain from new ETF share classes? 

Let’s flip it. What could they lose? 

What is the takeaway for investors as a new wave of crypto ETFs and ETF share classes arrive?

We talked on last week’s Investing Insights about how a US government shutdown would stop the release of economic data, like the monthly jobs report. How could a shortage of data affect the Federal Reserve and others who depend on this information?

Let’s discuss this week’s Markets Brief column. You wrote that the stock market could be on the verge of a so-called “melt up.” Can you explain what that is, and why cycles like this can be dangerous for investors? 

What are you tracking for next week’s Markets Brief column?

 

What to watch from Morningstar. 
How Inflation, AI, and Budget Battles Will Shape the Stock Market in Q4 

Is Your Dividend Income at Risk? Here’s How to Spot Dividend Traps

Should You Hold Cash Investments After the Fed Cuts Interest Rates?

 

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