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DUHP / ETF · DATA AS OF 2026-10-29

If you invested $1,000
in DFA U.S. High Relative Profitability Portfolio – ETF Class Shares from 2022-02 (first available)

DFA U.S. High Relative Profitability Portfolio – ETF Class Shares has no data for 2016-10; $1,000 invested at its first available monthly close in 2022-02 would be worth $1,799.08 as of 2026-10-29, with dividends reinvested.

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Monthly closing prices. No fees, taxes or FX.

YOUR INVESTMENT TODAY
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● Your investment● S&P 500 (SPY)

DFA U.S. High Relative Profitability Portfolio – ETF Class Shares: the long view

$1,000 investedActual startValue todayCAGR
1 years ago2025-10$1,147.8714.79%
3 years ago2023-10$1,773.8521.05%
5-year requested window2022-02 · first available$1,799.0813.41%
10-year requested window2022-02 · first available$1,799.0813.41%
15-year requested window2022-02 · first available$1,799.0813.41%
20-year requested window2022-02 · first available$1,799.0813.41%
First month covered here2022-02$1,799.0813.41%

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 (2022-02), with no initial lump sum, would turn $5,600.00 contributed into $8,156.10. Contributions start the following month. With dividends reinvested.

Against the benchmark

Over 2022-02 to 2026-10, $1,000 in DFA U.S. High Relative Profitability Portfolio – ETF Class Shares became $1,799.08; $1,000 in SPY became $1,877.33 with dividends reinvested.

Your questions, answered

What would $1,000 invested in DFA U.S. High Relative Profitability Portfolio – ETF Class Shares at its first available monthly close in 2022-02 be worth?

DFA U.S. High Relative Profitability Portfolio – ETF Class Shares has no data for 2016-10; $1,000 invested at its first available monthly close in 2022-02 would be worth $1,799.08 as of 2026-10-29, with dividends reinvested.

How would $100 a month in DFA U.S. High Relative Profitability Portfolio – ETF Class Shares have performed?

Investing $100 at each monthly close after the starting month (2022-02), with no initial lump sum, would turn $5,600.00 contributed into $8,156.10. Contributions start the following month. With dividends reinvested.

How does this compare with the S&P 500?

Over 2022-02 to 2026-10, $1,000 in DFA U.S. High Relative Profitability Portfolio – ETF Class Shares became $1,799.08; $1,000 in SPY became $1,877.33 with dividends reinvested.

How much would $1,000 in DFA U.S. High Relative Profitability Portfolio – ETF Class Shares in 2023 be worth today?

$1,000 invested in DFA U.S. High Relative Profitability Portfolio – ETF Class Shares at the January 2023 close would be worth $1,792.78 as of October 29, 2026, with dividends reinvested.

January 2023 close calculation

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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. High Relative Profitability Portfolio – ETF Class Shares

By start year

2023 · 2024

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