Investing with Taxes in Mind: A Conversation with Kacie Walsh of Dimensional

About this episode

This episode features a discussion on tax-focused investment strategies with Kacie Walsh from Dimensional Fund Advisors.

In this episode of Money & Meaning, host Jeff Bernier speaks with Kacie Walsh, Vice President at Dimensional Fund Advisors. They explore Dimensional’s evolving toolkit of tax-focused investment solutions designed to help clients keep more of what they earn. The conversation spans mutual funds, ETFs, SMAs, exchange funds, and 351 ETFs, explaining how each tool fits into a broader tax management strategy. Kacie also outlines how Dimensional’s daily, data-driven approach supports personalized portfolios and long-term efficiency for investors. Topics covered: Kacie Walsh’s professional background and current role at Dimensional Fund Advisors Why Dimensional’s evidence-based, data-driven approach matters in tax-focused investing Overview of tax loss harvesting and why fund and ETF lineup depth supports it Differences in tax efficiency between ETFs and mutual funds—and how Dimensional narrows the gap Update on Dimensional’s ETF share class application and what it means for investors SMA (separately managed account) use cases, especially for high net worth individuals How Dimensional’s SMAs differ from traditional direct indexing solutions Behavioral and operational considerations…

People in this episode

Host: Jeff Bernier

Guest: Kacie Walsh

Topics covered

• tax-focused investment solutions
• tax loss harvesting
• tax efficiency
• SMA use cases
• portfolio management
• behavioral finance

Keywords

• tax management
• investment solutions
• high net worth
• portfolio lock-up
• long/short SMAs
• concentrated stock positions

Mentioned in this episode

Organizations: Dimensional Fund Advisors

Products: ETFs, mutual funds, SMAs, exchange funds, 351 ETFs

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