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DFA U.S. Small Cap Value Portfolio – ETF Class Shares (DFSV)

38.38 -0.16 (-0.42%)
At close: 4:00:00 PM EST
Trade DFSV on Coinbase

Performance Overview

Trailing returns as of 11/4/2026. Category is Small Value.

YTD Return

DFSV
21.01%
Category
12.66%

1-Year Return

DFSV
27.85%
Category
36.31%

3-Year Return

DFSV
16.10%
Category
15.30%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
DFSV
Category
YTD
21.19%
12.66%
1-Month
5.11%
8.69%
3-Month
-0.12%
6.40%
1-Year
27.41%
36.31%
3-Year
20.20%
15.30%
5-Year
11.24%
7.54%
10-Year
11.66%
9.87%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
DFSV
Category
2025
6.86%
6.89%
2024
5.70%
8.88%
2023
17.56%
16.86%

ETF Summary

The fund normally will invest at least 80% of its net assets in securities of small cap U.S. companies. It may purchase or sell futures contracts and options on futures contracts for U.S. equity securities and indices, to increase or decrease equity market exposure based on actual or expected cash inflows to or outflows from the Portfolio.

ETF Overview

Category Small Value
Fund Family Dimensional Fund Advisors
Net Assets 27.77B
YTD Daily Total Return 21.01%
Yield --
Legal Type Exchange Traded Fund

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