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 +21.92% over the past year and +18.99% YTD, with dividends reinvested. Since Jun. 14, 2021, DFAT is up +66.09% in nominal total return, or +10.17%/yr, and is currently −3.23% below its total-return high on Aug. 14, 2026.

Data ending Wed Sep. 9, 2026

Growth of $10,000

Mon 2021-06-14💬 to Wed 2026-09-09 Overall
Return 		Exponential
Trendline
DFAT × 		+66.09%
+10.17%/yr 		+10.43%/yr
R2=0.822
Dimensional U.S. Targeted Value ETF Exchange-Traded Fund

Growth of $10,000 Summary

Mon 2021-06-14💬 to Wed 2026-09-09 Start
Value 		End
Value
DFAT × 		$10,000.00
2021-06-14 		$16,609.27
2026-09-09

This Year’s Performance

through 2026-09-09

  YTD YoY
DFAT × 		+18.99% +21.92%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
DFAT × 		−3.23%
on 2026-09-09
from 2026-08-14 peak 		−26.12%
on 2025-04-08
from 2024-11-25 peak

Rolling Returns

Period ending Wed 2026-09-09 1 yr 2 yr 3 yr 5 yr 10 yr
DFAT × 		+21.92% +38.01%
+17.48%/yr 		+57.33%
+16.31%/yr 		+70.32%
+11.24%/yr 		—

Annual Returns

Year DFAT
2026 (YTD) +18.99%
2025 +8.73%
2024 +7.80%
2023 +20.86%
2022 −6.23%
2021 +5.08%