Dimensional Fund Expense Reduced for my529 Portfolio
Utah Education Savings Board of Trustees | State of UtahState · Salt Lake City, UT- Document date
- Mar 25, 2026
- Term
- Effective November 1, 2026
- Renews
- Free account
The 30-second brief
my529 will implement a reduced underlying fund expense from Dimensional Fund Advisors for the U.S. Small Cap Value Portfolio. The expense will decrease from 0.310% to 0.270% effective November 1, 2026.
Dimensional Fund Advisors LP holds this financial services contract with Utah Education Savings Board of Trustees | State of Utah. Its other public contracts on record include work for Louisiana Division of Administration and Teachers Retirement System of Louisiana Board of Trustees | State of Louisiana.
The renewal date is on record. A free account shows it, with the renewals for every Utah Education Savings Board of Trustees | State of Utah contract.
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Contract details
- Contract type
- Financial Services
- Document date
- March 25, 2026
- Term
- Effective November 1, 2026
- Renews
- Free account
- Source document
- my529 Program Description Program Description 2026-03-25 (Policy)
Dimensional Fund Advisors LP's other public contracts
More Utah Education Savings Board of Trustees | State of Utah contracts
Questions about this contract
Who was awarded the financial services contract by Utah Education Savings Board of Trustees | State of Utah?
Dimensional Fund Advisors LP was awarded this financial services contract by Utah Education Savings Board of Trustees | State of Utah, as recorded on March 25, 2026.
What type of contract is this?
This is a Financial Services contract, documented as a policy record.
Where was this contract approved?
This contract appears in my529 Program Description Program Description 2026-03-25 (Policy), dated March 25, 2026 from Utah Education Savings Board of Trustees | State of Utah. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Dimensional Fund Advisors LP hold?
Dimensional Fund Advisors LP may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
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What is Utah Education Savings Board of Trustees | State of Utah currently buying?
Explore Utah Education Savings Board of Trustees | State of Utah's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.