Performance analysis of DFLV (DIMENSIONAL US LARGE CAP VALUE ETF)
Annual Return
Over the past 3 years, DFLV has had an average annual return of +17.52%, underperforming the benchmark SPY, which returned +19.62% annual.
Since Dec 7, 2022, DFLV has had an average annual return of +16.30%, underperforming the benchmark SPY, which returned +21.09% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +18.40% | +15.89% | +12.88% | +12.30% | -0.68% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.91% | +3.64% | -3.65% | +6.30% | +3.03% | +1.47% | +1.70% | +18.40% | |||||
| 2025 | +4.33% | +0.25% | -2.27% | -4.87% | +2.68% | +4.38% | +0.87% | +4.28% | +1.28% | -0.24% | +2.62% | +1.98% | +15.89% |
| 2024 | +0.78% | +3.74% | +6.39% | -4.33% | +2.50% | -1.27% | +4.91% | +1.32% | +0.70% | -0.48% | +6.35% | -7.47% | +12.88% |
| 2023 | +6.44% | -3.25% | -2.40% | +1.06% | -4.55% | +7.59% | +4.13% | -2.82% | -3.00% | -4.07% | +7.65% | +6.21% | +12.30% |
| 2022 | -0.68% | -0.68% |
Drawdown analysis of DFLV (DIMENSIONAL US LARGE CAP VALUE ETF)
The maximum drawdown for the DFLV was -16.80%, occurring on Apr 8, 2025. Recovery took 94 trading sessions.
Since Dec 7, 2022 DFLV has experienced the following drawdowns:
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -16.80% | Nov 25, 2024 | 90 | Apr 8, 2025 | 94 | Aug 22, 2025 | 184 |
| -11.29% | Jul 31, 2023 | 63 | Oct 27, 2023 | 32 | Dec 13, 2023 | 95 |
| -11.21% | Feb 2, 2023 | 30 | Mar 17, 2023 | 86 | Jul 21, 2023 | 116 |
| -6.10% | Jul 31, 2024 | 3 | Aug 5, 2024 | 14 | Aug 23, 2024 | 17 |
| -5.48% | Feb 11, 2026 | 32 | Mar 30, 2026 | 13 | Apr 17, 2026 | 45 |
| -5.40% | Mar 28, 2024 | 13 | Apr 17, 2024 | 61 | Jul 16, 2024 | 74 |
| -4.25% | Dec 13, 2022 | 4 | Dec 19, 2022 | 12 | Jan 6, 2023 | 16 |
| -4.11% | Nov 12, 2025 | 6 | Nov 20, 2025 | 5 | Nov 28, 2025 | 11 |
| -3.78% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -3.20% | Oct 6, 2025 | 4 | Oct 10, 2025 | 11 | Oct 27, 2025 | 15 |
| -2.95% | Oct 18, 2024 | 10 | Nov 1, 2024 | 3 | Nov 6, 2024 | 13 |
| -2.82% | Jan 13, 2023 | 3 | Jan 19, 2023 | 5 | Jan 26, 2023 | 8 |
| -2.64% | Jul 17, 2024 | 5 | Jul 24, 2024 | 5 | Jul 31, 2024 | 10 |
| -2.54% | Jan 2, 2024 | 10 | Jan 17, 2024 | 6 | Jan 25, 2024 | 16 |
| -2.24% | Jun 4, 2026 | 4 | Jun 10, 2026 | 2 | Jun 12, 2026 | 6 |
| -2.02% | Oct 27, 2025 | 6 | Nov 4, 2025 | 5 | Nov 11, 2025 | 11 |
| -1.89% | Nov 11, 2024 | 6 | Nov 19, 2024 | 3 | Nov 22, 2024 | 9 |
| -1.63% | Dec 11, 2025 | 4 | Dec 17, 2025 | 5 | Dec 24, 2025 | 9 |
| -1.59% | Jan 30, 2024 | 10 | Feb 13, 2024 | 2 | Feb 15, 2024 | 12 |
| -1.55% | Dec 19, 2023 | 1 | Dec 20, 2023 | 3 | Dec 26, 2023 | 4 |
| -1.44% | Jan 15, 2026 | 2 | Jan 20, 2026 | 1 | Jan 21, 2026 | 3 |
| -1.38% | Jan 26, 2023 | 2 | Jan 30, 2023 | 1 | Jan 31, 2023 | 3 |
| -1.35% | Jun 15, 2026 | 2 | Jun 17, 2026 | 5 | Jun 25, 2026 | 7 |
| -1.28% | May 6, 2026 | 1 | May 7, 2026 | 3 | May 12, 2026 | 4 |
| -1.25% | Jan 6, 2026 | 1 | Jan 7, 2026 | 2 | Jan 9, 2026 | 3 |