Dimensional ETFs: record by period

Record

41 funds with a full year

Dimensional’s 1-Year Record

36 of 41 Made Money5 lostDimensional typical +14.3% · All ETFs +6.9%

Made money · 36

More than 30%0

20–30%8BestDFLV+29.1%

10–20%21

5–10%2

0–5%5

Lost money · 5

0–5%5WorstDFGX−0.6%

5–10%0

More than 10%0

Dimensional ETFs · past-year returns · 41 funds with a full year · as of Nov 4, 2026

Dimensional’s Returns by Bucket

BucketYTD1YMoney made

US stocks15 funds · $336B+15.8%+18.6%$48.4B

International16 funds · $110B+11.8%+17.1%$15.9B

Sectors2 funds · $12.5B+12.7%+12.8%$1.4B

Bonds & cash11 funds · $39.7B+0.2%+0.5%$173M

Low-cost core2 funds · $2.2B+14.8%+17.1%$80.1M

Dimensional ETFs by bucket · asset-weighted returns · money made is an estimate: AUM × return · Nov 4, 2026

Dimensional’s Returns by Sector

$1.1Bmade by DFAR, DFA Real Estate Securities Portfolio Class,
the most of Dimensional’s 2 sector ETFs

SectorYTD1YMoney made

DFARDFA Real Estate Securities Portfolio Class+14.3%+14.3%$1.1B

DFGRGlobal Real Estate+9.0%+9.6%$345M

Dimensional sector ETFs · estimate: AUM × return · as of Nov 4, 2026

Dimensional’s Best ETFs

YTD

+23.3%DFLV, US Large Cap Value, led Dimensional

1DFLVUS Large Cap Value+23.3%

2DFUVUS Marketwide Value+22.8%

3DFSVU.S. Small Cap Value Portfolio Class+21.0%

4DEXCEmerging Markets ex China Core Equity+19.5%

5DFATUS Targeted Value+19.1%

6DFEVEmerging Markets Value+18.2%

7DXUVU.S. Vector Equity Portfolio Class+15.8%

8DFASUS Small Cap+15.7%

Dimensional ETFs · year-to-date returns · as of Nov 4, 2026

Dimensional’s Worst ETFs

YTD

−0.9%DFCF, Core Fixed Income

1DFCFCore Fixed Income−0.9%

2DFIPInflation-Protected Securities−0.2%

Dimensional ETFs · year-to-date returns · as of Nov 4, 2026

Dimensional’s ETF Returns

YTD

38–3up · down this year
of 41 funds that traded Jan 1

Funds per 5-point band of YTD return (%). 5 are 2026 launches.

Typical+11.8%

BestDFLV +23.3%

WorstDFCF −0.9%

Dimensional ETFs · year-to-date returns · as of Nov 4, 2026

Top 12 Dimensional ETFs

DFUV+28.4%

DFSV+27.4%

DFAT+25.0%

DFIV+24.6%

DFAS+19.0%

DFIC+16.7%

DFAC+16.0%

DCOR+15.7%

DFAI+15.6%

DUHP+13.2%

DFAU+13.1%

DFUS+12.0%

Best first · dashed line = Dimensional typical +14.3%

Dimensional ETFs · past-year returns · as of Nov 4, 2026

Dimensional’s Money Made

$54.6Bmade by the 12 largest · 83% of $66.0B

Dimensional ETFs · past-year money made · as of Nov 4, 2026 · estimate: AUM × return

Dimensional’s Best and Worst ETFs

Best 5 of 41

DFLVUS Large Cap Value+29.1%

DFUVUS Marketwide Value+28.4%

DFSVU.S. Small Cap Value Portfolio Class+27.4%

DFATUS Targeted Value+25.0%

DFIVInternational Value+24.6%

Worst 5 of 41

DFGXInternational Core Fixed Income−0.6%

DFIPInflation-Protected Securities−0.5%

DFCFCore Fixed Income−0.4%

DFGPGlobal Core Plus Fixed Income−0.2%

DFSBGlobal Sustainability Fixed Income−0.1%

End-of-day Nov 4, 2026 · funds with a full year

Dimensional’s Record by Bucket

US stocks12 of 12

International16 of 16

Bonds & cash5 of 10

Sectors2 of 2

Low-cost core1 of 1

Dimensional ETFs · past-year returns · as of Nov 4, 2026

Money Made by ETF Issuers

$1.47Tmade by all US ETFs · an estimate

#IssuerMade

1Vanguard$435B

2iShares$381B

3SPDR$208B

4Invesco$95.7B

5Schwab$83.8B

End-of-day Nov 4, 2026

Dimensional’s Losing ETFs

5funds lost money5 bond funds

FundCategoryPast year1Y ▲Assets

DFGXInternational Core Fixed IncomeBonds & cash−0.6%$1.9B

DFIPInflation-Protected SecuritiesBonds & cash−0.5%$1.1B

DFCFCore Fixed IncomeBonds & cash−0.4%$11.7B

DFGPGlobal Core Plus Fixed IncomeBonds & cash−0.2%$3.8B

DFSBGlobal Sustainability Fixed IncomeBonds & cash−0.1%$767M

Dimensional ETFs · past-year returns · as of Nov 4, 2026 · worst first

Dimensional’s Newest ETFs

5funds not in the record yet

First 1Y onFunds

Dec 23, 1982DFMC

Oct 19, 1991DFGV

Sep 23, 2000DLCU

Dec 20, 2013DUSG

Jun 18, 2027DFAL

A fund joins Win % and typical return once it has a full year of prices.

Dimensional ETFs · launched in the past year · as of Nov 4, 2026

DDimensional

Record

Dimensional