All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
DFSV total return snapshot: DFSV returned +27.98% over the past year and +18.39% YTD, with dividends reinvested. Since Feb. 24, 2022, DFSV is up +65.26% in nominal total return, or +12.24%/yr, and is currently −0.57% below its total-return high on Jun. 26, 2026.
Data ending Thu Jul. 2, 2026
| Thu 2022-02-24💬 to Thu 2026-07-02 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| DFSV × |
+18.39%
2026-07-02 |
+27.98%
2026-07-02 |
||||
| Dimensional US Small Cap Value ETF Exchange-Traded Fund | ||||||
| Thu 2022-02-24💬 to Thu 2026-07-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| DFSV × |
+65.26%
+12.24%/yr |
+11.48%/yr
(R2=0.825) |
||||
| Dimensional US Small Cap Value ETF Exchange-Traded Fund | ||||||
| Thu 2022-02-24💬 to Thu 2026-07-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| DFSV × |
$10,000.00
2022-02-24 |
$16,526.49
2026-07-02 |
||||
| Dimensional US Small Cap Value ETF Exchange-Traded Fund | ||||||
| Year | DFSV |
|---|---|
| 2026 (YTD) | +18.39% |
| 2025 | +8.59% |
| 2024 | +7.14% |
| 2023 | +19.26% |
| 2022 | +0.61% |
| Thu 2022-02-24💬 to Thu 2026-07-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| DFSV × |
−0.57%
from 2026-06-26 peak |
−28.02%
2025-04-08 from 2024-11-25 peak |
||||
| Dimensional US Small Cap Value ETF Exchange-Traded Fund | ||||||
| Period ending Thu 2026-07-02 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| DFSV × | +27.98% |
+39.26% +18.01%/yr |
+57.32% +16.30%/yr |
— | — | |
| Dimensional US Small Cap Value ETF Exchange-Traded Fund | ||||||
