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 +16.88% over the past year and +13.77% YTD, with dividends reinvested. Since Jun. 14, 2021, DFAT is up +58.80% in nominal total return, or +9.13%/yr, and is currently −7.48% below its total-return high on Aug. 14, 2026.

Data ending Tue Sep. 29, 2026

Growth of $10,000

Mon 2021-06-14💬 to Tue 2026-09-29 Overall
Return 		Exponential
Trendline
DFAT × 		+58.80%
+9.13%/yr 		+10.53%/yr
R2=0.827
DFA Investment Dimensions Group Inc. Exchange-Traded Fund

Growth of $10,000 Summary

Mon 2021-06-14💬 to Tue 2026-09-29 Start
Value 		End
Value
DFAT × 		$10,000.00
2021-06-14 		$15,880.39
2026-09-29

This Year’s Performance

through 2026-09-29

  YTD YoY
DFAT × 		+13.77% +16.88%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
DFAT × 		−7.48%
on 2026-09-29
from 2026-08-14 peak 		−26.12%
on 2025-04-08
from 2024-11-25 peak

Rolling Returns

Period ending Tue 2026-09-29 1 yr 2 yr 3 yr 5 yr 10 yr
DFAT × 		+16.88% +24.58%
+11.61%/yr 		+53.33%
+15.31%/yr 		+59.82%
+9.83%/yr 		—

Annual Returns

Year DFAT
2026 (YTD) +13.77%
2025 +8.73%
2024 +7.80%
2023 +20.86%
2022 −6.23%
2021 +5.08%