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DFAT · Dimensional U.S. Targeted Value ETF
Over the last 5 years (2021-07 to 2026-10), $10,000 invested in DFAT with dividends reinvested grew to $16,730, 10.13% a year, with a worst peak-to-trough fall of -18.55%. Past performance doesn't predict future results.
Growth of $10,000 · 2021-07 to 2026-10 · dividends reinvested
How DFAT held up in past market crashes
DFAT has been through 1 of the market crashes since 2000 in our data. Its deepest price fall was 20.1% in the 2022 bear market, when the S&P 500 fell 25.4%. It took 4 months from the bottom to get back to its high. No fund is safe from losses; past falls do not predict future ones.
| Crash | DFAT deepest fall | S&P 500 (SPY) | Peak to bottom | Back to peak |
|---|---|---|---|---|
| 2022 bear market | -20.1% | -25.4% | Jan 2022 to Sep 2022 | 4 months |
Price declines in the fund's listing currency, dividends not included, inside each crash's S&P 500 peak-to-bottom window. See how 50 popular ETFs compare in the crash study.
About DFAT
Dimensional U.S. Targeted Value ETF is an actively managed equity ETF that focuses on U.S. mid- and small-cap value stocks. The fund is designed to provide broad exposure to companies that Dimensional identifies as having lower relative prices and higher profitability characteristics, using a tax-managed approach aimed at long-term capital appreciation.
Fund description from our market-data provider.
Put DFAT to the test
Every tool below opens prefilled with DFAT: free, no account needed.
Backtest DFAT →
Full history, any date range, benchmarks, drawdowns, rolling returns.
Would DFAT survive 2008? →
What actually happened to it in the crisis: real drawdown and recovery.
Project it forward →
Monte Carlo simulation of where it could go from here.
Compare DFAT vs VTI →
Side by side with the total US market: returns, drawdowns and volatility over their shared history.
Replay $100/mo into DFAT →
Animated growth of steady monthly contributions.
Fundamentals →
Holdings-level financials where available.
Educational use only, not investment advice. Results are hypothetical.Read full disclaimer
This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.