All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
DFSV total return snapshot: DFSV returned +30.83% over the past year and +21.02% YTD, with dividends reinvested. Since Feb. 24, 2022, DFSV is up +68.94% in nominal total return, or +12.62%/yr, and is currently −0.83% below its total-return high on Jul. 16, 2026.
Data ending Fri Jul. 24, 2026
| Thu 2022-02-24💬 to Fri 2026-07-24 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| DFSV × |
+68.94%
+12.62%/yr |
+11.71%/yr
R2=0.830 |
||||
| Dimensional US Small Cap Value ETF Exchange-Traded Fund | ||||||
| Thu 2022-02-24💬 to Fri 2026-07-24 |
Start
Value |
End
Value |
|---|---|---|
| DFSV × |
$10,000.00
2022-02-24 |
$16,894.03
2026-07-24 |
| YTD | YoY | |
|---|---|---|
| DFSV × | +21.02% | +30.83% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| DFSV × |
−0.83%
on 2026-07-24 from 2026-07-16 peak |
−28.02%
on 2025-04-08 from 2024-11-25 peak |
| Period ending Fri 2026-07-24 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| DFSV × | +30.83% |
+33.68% +15.62%/yr |
+52.40% +15.08%/yr |
— | — |
| Year | DFSV |
|---|---|
| 2026 (YTD) | +21.02% |
| 2025 | +8.59% |
| 2024 | +7.14% |
| 2023 | +19.26% |
| 2022 | +0.61% |
