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ISIN
US25434V3024
CUSIP
25434V302
Inception Date
Dec 2, 2020
Region
Emerging Markets (Broad)
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Small-Cap
Assets Under Management
$10B

Share Price Chart


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Performance

DFAE Performance Chart

Dimensional Emerging Core Equity Market ETF (DFAE) is up 29.0% since the beginning of the year. DFAE is currently trading at $42 per share. Investors who bought $1,000 worth of DFAE shares 5 years ago would now be looking at an investment worth $1,605.


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S&P 500 Index

Returns By Period

Dimensional Emerging Core Equity Market ETF (DFAE) has returned 29.00% so far this year and 53.34% over the past 12 months.


Dimensional Emerging Core Equity Market ETF

1D
0.53%
1M
7.40%
YTD
29.00%
6M
30.44%
1Y
53.34%
3Y*
24.55%
5Y*
9.93%
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DFAE Monthly Returns History

Based on dividend-adjusted daily data since Dec 2, 2020, DFAE's average daily return is +0.05%, while the average monthly return is +1.04%. At this rate, an investment would double in approximately 5.6 years.

Historically, 63% of months were positive and 37% were negative. The best month was Nov 2022 with a return of +15.0%, while the worst month was Sep 2022 at -11.0%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, DFAE closed higher 53% of trading days. The best single day was Mar 16, 2022 with a return of +7.0%, while the worst single day was Jun 5, 2026 at -6.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20267.58%6.19%-8.86%12.58%6.22%3.61%29.00%
20250.95%0.23%1.08%0.39%4.77%7.17%0.97%2.70%5.79%3.55%-1.53%1.96%31.48%
2024-3.77%3.92%2.66%0.36%2.02%2.92%0.81%0.77%5.26%-3.54%-1.97%-1.57%7.68%
20238.61%-6.46%3.37%-0.39%-1.70%4.86%5.84%-5.60%-2.52%-3.68%7.22%3.84%12.63%
20220.00%-2.30%-1.62%-5.64%0.40%-6.31%-0.39%-0.95%-10.97%-1.64%15.03%-2.72%-17.52%
20212.14%2.35%-0.03%2.67%2.29%0.79%-5.62%2.11%-3.81%1.06%-3.30%3.31%3.53%

Benchmark Metrics

Dimensional Emerging Core Equity Market ETF has an annualized alpha of 2.18%, beta of 0.75, and R2 of 0.47 versus S&P 500 Index. Calculated based on daily prices since December 02, 2020.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (68.48%) than losses (66.86%) - typical of diversified or defensive assets.
  • R2 of 0.47 means the benchmark explains less than half of this ETF's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
2.18%
Beta
0.75
0.47
Upside Capture
68.48%
Downside Capture
66.86%

Expense Ratio

DFAE has an expense ratio of 0.35%, placing it in the medium range.


Return for Risk

Risk / Return Rank

DFAE ranks 81 for risk / return — in the top 81% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


DFAE Risk / Return Rank: 8181
Overall Rank
DFAE Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
DFAE Sortino Ratio Rank: 7676
Sortino Ratio Rank
DFAE Omega Ratio Rank: 8484
Omega Ratio Rank
DFAE Calmar Ratio Rank: 8282
Calmar Ratio Rank
DFAE Martin Ratio Rank: 8181
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Dimensional Emerging Core Equity Market ETF (DFAE) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


DFAEBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.53

Sortino ratioReturn per unit of downside risk

+0.49

Omega ratioGain probability vs. loss probability

1.48

1.37

+0.11

Calmar ratioReturn relative to maximum drawdown

4.19

2.78

+1.40

Martin ratioReturn relative to average drawdown

15.52

12.44

+3.08

Dividends

Dividend History

Dimensional Emerging Core Equity Market ETF provided a 1.70% dividend yield over the last twelve months, with an annual payout of $0.71 per share. The fund has been increasing its distributions for 2 consecutive years.


0.00%0.50%1.00%1.50%2.00%2.50%3.00%$0.00$0.20$0.40$0.60$0.80202020212022202320242025
Dividends
Dividend Yield
PeriodTTM202520242023202220212020
Dividend$0.71$0.72$0.60$0.59$0.63$0.45$0.00

Dividend yield

1.70%2.20%2.35%2.43%2.85%1.63%0.01%

Monthly Dividends

The table displays the monthly dividend distributions for Dimensional Emerging Core Equity Market ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.05$0.00$0.00$0.00$0.05
2025$0.00$0.00$0.06$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.21$0.72
2024$0.00$0.00$0.03$0.00$0.00$0.18$0.00$0.00$0.24$0.00$0.00$0.15$0.60
2023$0.00$0.00$0.03$0.00$0.00$0.18$0.00$0.00$0.29$0.00$0.00$0.09$0.59
2022$0.00$0.00$0.06$0.00$0.00$0.13$0.00$0.00$0.28$0.00$0.00$0.16$0.63
2021$0.00$0.00$0.00$0.00$0.00$0.09$0.00$0.00$0.21$0.00$0.00$0.15$0.45

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Dimensional Emerging Core Equity Market ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Dimensional Emerging Core Equity Market ETF was 32.21%, occurring on Oct 24, 2022. Recovery took 483 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-32.21%Oct 2022
1y 4mo1y 11mo
3y 3moJun 2021 - Sep 2024
2025 selloff2025
-18.12%Apr 2025
6mo 2d1mo 28d
8moOct 2024 - Jun 2025
2026 correction2026
-12.80%Mar 2026
1mo 2d18d
1mo 20dFeb 2026 - Apr 2026
2021 pullback2021
-8.78%Mar 2021
1mo 4d2mo 9d
3mo 13dFeb 2021 - Jun 2021
2026 pullback2026
-8.32%Jun 2026
2d13d
15dJun 2026 - Jun 2026

Drawdown Indicators


DFAEBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-32.21%

-56.78%

+24.57%

Max Drawdown (1Y)

Largest decline over 1 year

-12.80%

-9.10%

-3.70%

Max Drawdown (3Y)

Largest decline over 3 years

-18.12%

-18.90%

+0.78%

Max Drawdown (5Y)

Largest decline over 5 years

-31.73%

-25.43%

-6.30%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

0.00%

-1.80%

+1.80%

Average Drawdown

Average peak-to-trough decline

-10.26%

-10.71%

+0.45%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.45%

2.03%

+1.42%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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