my529 Fee Waiver Agreement Runs Through February 2027
Utah Education Savings Board of Trustees | State of UtahState · Salt Lake City, UT- Document date
- Mar 25, 2026
- Term
- In effect through February 28, 2027
- Renews
- Free account
The 30-second brief
my529 continues to apply a fee waiver and expense assumption agreement with Dimensional Fund Advisors LP to certain underlying portfolios. The arrangement remains in effect through February 28, 2027, with possible fee increases if it is not extended.
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. Get free alerts for pre-RFPs like this one, matched to what you sell.
Get pre-RFPs for work like this before the bid is out.
Get pre-RFP alerts freeFree account · 30-second setup · No credit card
Contract details
- Contract type
- Financial Services
- Document date
- March 25, 2026
- Term
- In effect through February 28, 2027
- Renews
- On record
- 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.
Show 1 more question
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.