All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

DFAT: Total Return Chart (with Dividends Reinvested)

DFAT total return snapshot: DFAT returned +27.99% over the past year and +20.38% YTD, with dividends reinvested. Since Jun. 14, 2021, DFAT is up +68.03% in nominal total return, or +10.53%/yr, and is currently −2.10% below its total-return high on Aug. 14, 2026.

Data ending Thu Aug. 20, 2026

Growth of $10,000

Mon 2021-06-14💬 to Thu 2026-08-20 Overall
Return 		Exponential
Trendline
DFAT × 		+68.03%
+10.53%/yr 		+10.29%/yr
R2=0.817
Dimensional U.S. Targeted Value ETF Exchange-Traded Fund

Growth of $10,000 Summary

Mon 2021-06-14💬 to Thu 2026-08-20 Start
Value 		End
Value
DFAT × 		$10,000.00
2021-06-14 		$16,802.82
2026-08-20

This Year’s Performance

through 2026-08-20

  YTD YoY
DFAT × 		+20.38% +27.99%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
DFAT × 		−2.10%
on 2026-08-20
from 2026-08-14 peak 		−26.12%
on 2025-04-08
from 2024-11-25 peak

Rolling Returns

Period ending Thu 2026-08-20 1 yr 2 yr 3 yr 5 yr 10 yr
DFAT × 		+27.99% +36.48%
+16.82%/yr 		+57.28%
+16.29%/yr 		+74.94%
+11.84%/yr 		—

Annual Returns

Year DFAT
2026 (YTD) +20.38%
2025 +8.73%
2024 +7.80%
2023 +20.86%
2022 −6.23%
2021 +5.08%