All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
DFSV real return snapshot: after CPI-U inflation, DFSV returned +30.65% over the past year and +14.86% YTD, with dividends reinvested. Since Feb. 24, 2022, DFSV is up +40.21% in real purchasing-power return, or +8.18%/yr, and is currently at its real total-return high.
Data ending Fri Jun. 12, 2026
| Thu 2022-02-24💬 to Fri 2026-06-12 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| DFSV × |
+14.86%
2026-06-12 |
+30.65%
2026-06-12 |
||||
| Dimensional US Small Cap Value ETF NYSE Exchange-Traded Fund | ||||||
| Thu 2022-02-24💬 to Fri 2026-06-12 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| DFSV × |
+40.21%
+8.18%/yr |
+7.92%/yr
(R2=0.684) |
||||
| Dimensional US Small Cap Value ETF NYSE Exchange-Traded Fund | ||||||
| Thu 2022-02-24💬 to Fri 2026-06-12 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| DFSV × |
$10,000.00
2022-02-24 |
$14,020.65
2026-06-12 |
||||
| Dimensional US Small Cap Value ETF NYSE Exchange-Traded Fund | ||||||
| Year | DFSV |
|---|---|
| 2026 (YTD) | +14.86% |
| 2025 | +5.77% |
| 2024 | +4.13% |
| 2023 | +15.40% |
| 2022 | −3.96% |
| Thu 2022-02-24💬 to Fri 2026-06-12 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| DFSV × | — |
−29.04%
2025-04-08 from 2024-11-25 peak |
||||
| Dimensional US Small Cap Value ETF NYSE Exchange-Traded Fund | ||||||
| Period ending Fri 2026-06-12 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| DFSV × | +30.65% |
+29.69% +13.88%/yr |
+46.46% +13.56%/yr |
— | — | |
| Dimensional US Small Cap Value ETF NYSE Exchange-Traded Fund | ||||||
