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 +22.76% over the past year and +14.07% YTD, with dividends reinvested. Since Feb. 24, 2022, DFSV is up +39.24% in real purchasing-power return, or +7.91%/yr, and is currently −0.69% below its real total-return high on Jun. 12, 2026.
Data ending Thu Jul. 2, 2026
| Thu 2022-02-24💬 to Thu 2026-07-02 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| DFSV × |
+14.07%
2026-07-02 |
+22.76%
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 × |
+39.24%
+7.91%/yr |
+8.09%/yr
(R2=0.695) |
||||
| 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 |
$13,924.25
2026-07-02 |
||||
| Dimensional US Small Cap Value ETF Exchange-Traded Fund | ||||||
| Year | DFSV |
|---|---|
| 2026 (YTD) | +14.07% |
| 2025 | +5.77% |
| 2024 | +4.13% |
| 2023 | +15.40% |
| 2022 | −3.96% |
| Thu 2022-02-24💬 to Thu 2026-07-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| DFSV × |
−0.69%
from 2026-06-12 peak |
−29.04%
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 × | +22.76% |
+30.11% +14.07%/yr |
+42.72% +12.59%/yr |
— | — | |
| Dimensional US Small Cap Value ETF Exchange-Traded Fund | ||||||
