Company Website: https://www.ssctech.com/
WINDSOR, Conn. -- (Business Wire)

SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced thatDimensional Fund Advisors has engaged SS&C Global Investor & Distribution Solutions to support the launch of ETF share classes of its U.S. multi-class funds. SS&C will provide comprehensive operational and technology support to facilitate mutual fund share class–to–ETF share class conversions.

Dimensional Fund Advisors’ US Micro Cap ETF (DFMC), Dimensional’s first exchange-traded share class of an existing fund, began trading at the end of March, followed by the listing of US Small Cap Growth ETF share class (DUSG) on May 6. SS&C will support conversion capabilities between these and future funds’ mutual fund share classes and ETF share classes, providing operational oversight, calculation, reconciliation and shareholder coordination.

“We believe wider adoption of the ETF share class structure will be a major win for investors and are pleased to work with an industry leader like SS&C to thoughtfully deliver these solutions to investors,” said David Kavanaugh, Global Head of Investment Operationsat Dimensional Fund Advisors. “Our collaboration with SS&C has been instrumental in helping ensure a smooth and well‑controlled conversion process is available as assets seek to move from a mutual fund share class to an ETF share class. We appreciate the expertise and partnership SS&C has brought to this effort.”

Over the past several months, project teams from both organizations have worked closely to design, test, and calibrate the conversion process. The initiative required coordination across multiple functions to deliver a comprehensive, detailed solution for share-class investors.

Dimensional has previously filed to add ETF share classes to 13 of its US mutual funds and will continue to work with its fund boards to determine subsequent candidates for ETF share classes. As subsequent launches occur, SS&C and Dimensional will work together to support these launches as well. SS&C’s service includes end‑to‑end workflow support, exception resolution and integration with key market infrastructures, ensuring accurate processing and consistent execution across ETF conversion activity. SS&C GIDS also provides transfer agency services to Dimensional’s suite of more than 110 US mutual funds.

‘We are proud to support Dimensional in launching their first ETF Share Class,” said Nick Wright, Head of SS&C Global Investor & Distribution Solutions. “This milestone reflects the deep collaboration between our organizations and the strength of our conversion and ETF servicing capabilities. Together, we built a scalable, efficient operating model that positions Dimensional for long‑term growth in the ETF space.”

Learn more about SS&C’s ETF services here.

About Dimensional Fund Advisors

Dimensional has been applying financial science to investing since 1981. The firm is driven by an evidence-based approach, Nobel Prize-winning insights, and decades of expertise working to outperform benchmarks and peers while maintaining low costs and diversification. Dimensional goes where the science leads, continually innovating to improve outcomes for investors. Dimensional is headquartered in Austin, Texas, and has 15 global offices across North America, Europe, Asia Pacific, and Australia. As of March 31, 2026, the firm manages $969 billion for investors worldwide. For more information, please visit dimensional.com.

About SS&C Technologies

SS&C is a global provider of services and software for the financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices around the world. More than 23,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale and technology.

Additional information about
SS&C (Nasdaq: SSNC) is available at www.ssctech.com.

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Contacts:

Brian Schell | Chief
Financial Officer, SS&C
Technologies
Tel: +1-816-642-0915| E-mail:
InvestorRelations@sscinc.com

Justine Stone | Investor
Relations, SS&C Technologies
Tel: +1-212-367-4705 | E-mail:
InvestorRelations@sscinc.com

Media Contacts

Prosek
Breanna Taylor
Prosek Partners
Email : pro-SSC@prosek.com

Source: SS&C Technologies Holdings, Inc.