News, Vision & Voice for the Advisory Community


Growing at hockey stick clip --$17 billon AUM in past 18 months of net new assets-- Avantis is launching 'one-stop shops' for RIA clients' kids -- after trial balloon grew to quick $200 million

The Los Angeles fund group blew past $25-billion AUM, just since 2019, as RIA billions seek home in ultra-cheap ETFs

Author Brooke Southall July 6, 2023 at 2:44 AM
no description available
Eduardo Repetto: We really want people to know what they are buying.
Keith Girard contributed to the editing of this article.


Related Moves

July 25, 2020 at 1:20 AM

DFA undergoes a sea change -- literally -- with a fancy yacht soirée, cigars and champagne as it attempts to sail away from its mutual fund image into the world of ETFs

Having just about staunched net outflows with its embrace of ETFs, DFA is embarking on a cultural shift as it tries to figure out how to sell more, even though it's less unique than it used to be.

March 13, 2024 at 1:46 AM

Dimensional Fund Advisors, long the flagship of factor investing, struggles to chart a course as a nimble rival and big foot competitors cut into its market--and exploit its slow move to ETFs

Vanguard, BlackRock and Avantis rattle a complacent Dimensional Fund Advisors with fee cuts and ETF roll outs based on 'smart beta.'

August 9, 2022 at 1:57 AM

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