If you invested $100 a month in DFA U.S. Core Equity 1 Portfolio – ETF Class Shares
Buying $100 at each monthly close from October 2023 through October 2026, with dividends reinvested, turns $3,700.00 contributed into $4,843.14 as of October 29, 2026. Annualized money-weighted IRR: 18.73%.
Available history only; standard five-year history is unavailable.
| Monthly schedule | Invested | Value | Annualized (money-weighted IRR) | SPY same-schedule value (reinvested) |
|---|---|---|---|---|
| 5 years · $50/month | Not enough history | Not enough history | Not enough history | Not enough history |
| 5 years · $100/month | Not enough history | Not enough history | Not enough history | Not enough history |
| 5 years · $500/month | Not enough history | Not enough history | Not enough history | Not enough history |
| 10 years · $50/month | Not enough history | Not enough history | Not enough history | Not enough history |
| 10 years · $100/month | Not enough history | Not enough history | Not enough history | Not enough history |
| 10 years · $500/month | Not enough history | Not enough history | Not enough history | Not enough history |
| 20 years · $50/month | Not enough history | Not enough history | Not enough history | Not enough history |
| 20 years · $100/month | Not enough history | Not enough history | Not enough history | Not enough history |
| 20 years · $500/month | Not enough history | Not enough history | Not enough history | Not enough history |
Asset last price date: 2026-10-29; SPY last price date: 2026-10-29. The latest month may be incomplete. Zero initial investment; contributions start the following month. Monthly observations are estimates, not executable trades. Fees, taxes and FX excluded. Curated surviving assets; delisted companies are absent. Not financial advice. Past performance doesn’t predict future returns.
$1,143.14 total gain · 30.90% total return
DFA U.S. Core Equity 1 Portfolio – ETF Class Shares history · Methodology
2024