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DFAT — Dimensional U.s. Targeted Value ETF
Over the last 5 years (2021-06 – 2026-09), $10,000 invested in DFAT with dividends reinvested grew to $16,526 — 9.88% a year — with a worst peak-to-trough fall of -18.55%. Past performance doesn't predict future results.
Growth of $10,000 · 2021-06 – 2026-09 · dividends reinvested
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. It holds a diversified portfolio across many sectors, with meaningful exposure to financials, industrials, consumer cyclicals, and other areas of the U.S. market. Dimensional U.S. Targeted Value ETF is used by investors seeking a rules-based way to access the value segment of U.S. equities while maintaining diversification and liquidity within an exchange-traded structure.
Put DFAT to the test
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Backtest DFAT →
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Would DFAT survive 2008? →
What actually happened to it in the crisis — real drawdown and recovery.
Project it forward →
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Replay $100/mo into DFAT →
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Fundamentals →
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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.