DCOR / ETF · DATA AS OF 2026-10-29
If you invested $1,000
in DFA U.S. Core Equity 1 Portfolio – ETF Class Shares from 2023-09 (first available)
DFA U.S. Core Equity 1 Portfolio – ETF Class Shares has no data for 2016-10; $1,000 invested at its first available monthly close in 2023-09 would be worth $1,814.38 as of 2026-10-29, with dividends reinvested.
DFA U.S. Core Equity 1 Portfolio – ETF Class Shares: the long view
| $1,000 invested | Actual start | Value today | CAGR |
|---|---|---|---|
| 1 years ago | 2025-10 | $1,173.10 | 17.31% |
| 3 years ago | 2023-10 | $1,877.15 | 23.36% |
| 5-year requested window | 2023-09 · first available | $1,814.38 | 21.31% |
| 10-year requested window | 2023-09 · first available | $1,814.38 | 21.31% |
| 15-year requested window | 2023-09 · first available | $1,814.38 | 21.31% |
| 20-year requested window | 2023-09 · first available | $1,814.38 | 21.31% |
| First month covered here | 2023-09 | $1,814.38 | 21.31% |
Dividends reinvested. Requested periods use the latest available month as their endpoint; shorter histories start at the first available month.
A little, every month
Investing $100 at each monthly close after the starting month (2023-09), with no initial lump sum, would turn $3,700.00 contributed into $4,843.14. Contributions start the following month. With dividends reinvested.
Against the benchmark
Over 2023-09 to 2026-10, $1,000 in DFA U.S. Core Equity 1 Portfolio – ETF Class Shares became $1,814.38; $1,000 in SPY became $1,866.19 with dividends reinvested.
Your questions, answered
What would $1,000 invested in DFA U.S. Core Equity 1 Portfolio – ETF Class Shares at its first available monthly close in 2023-09 be worth?
DFA U.S. Core Equity 1 Portfolio – ETF Class Shares has no data for 2016-10; $1,000 invested at its first available monthly close in 2023-09 would be worth $1,814.38 as of 2026-10-29, with dividends reinvested.
How would $100 a month in DFA U.S. Core Equity 1 Portfolio – ETF Class Shares have performed?
Investing $100 at each monthly close after the starting month (2023-09), with no initial lump sum, would turn $3,700.00 contributed into $4,843.14. Contributions start the following month. With dividends reinvested.
How does this compare with the S&P 500?
Over 2023-09 to 2026-10, $1,000 in DFA U.S. Core Equity 1 Portfolio – ETF Class Shares became $1,814.38; $1,000 in SPY became $1,866.19 with dividends reinvested.
How much would $1,000 in DFA U.S. Core Equity 1 Portfolio – ETF Class Shares in 2024 be worth today?
$1,000 invested in DFA U.S. Core Equity 1 Portfolio – ETF Class Shares at the January 2024 close would be worth $1,618.04 as of October 29, 2026, with dividends reinvested.
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ETF returns use the stored Yahoo adjclose series; distributions are modelled as reinvested only where adjustments exist. Identical close/adjclose series are price only. Price-only mode uses closing prices. Fund operating expenses are already reflected in market prices; no separate expense-ratio deduction is applied. Trading fees, taxes and FX are excluded. Leveraged and inverse funds typically target daily returns; compounding can make longer-term results differ from a multiple of the index.
$100 a month in DFA U.S. Core Equity 1 Portfolio – ETF Class Shares