DFSV DIMENSIONAL US SMALL CAP VAL
2026Q1 · CUSIP 25434V815
🟢 Lit · Institutions accelerating in
Holders
548
Δ holders QoQ
+27
Breadth percentile
Top 11%
Whale holders
76
Δ whales
0
Inst. holding value
$5.5B
New positions
63
Closed positions
36
Price momentum (1Q)
—
Put / Call
0/0
Breadth history (34 quarters)
Past Lit Events & Aftermath 15 lit events
| Period | Percentile | Next-1Q return | Next-2Q return |
|---|---|---|---|
| 2026Q1 | Top 11% | — | — |
| 2025Q4 | Top 7% | — | — |
| 2025Q2 | Top 10% | — | — |
| 2025Q1 | Top 19% | — | — |
| 2024Q4 | Top 5% | — | — |
| 2024Q3 | Top 17% | — | — |
| 2024Q2 | Top 12% | — | — |
| 2024Q1 | Top 13% | — | — |
| 2023Q4 | Top 13% | — | — |
| 2023Q3 | Top 8% | — | — |
| 2023Q2 | Top 16% | — | — |
| 2023Q1 | Top 4% | — | — |
| 2022Q4 | Top 3% | — | — |
| 2022Q3 | Top 6% | — | — |
| 2022Q2 | Top 1% | — | — |