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DUHP - ETF AI Analysis
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Dimensional US High Profitability ETF (DUHP)
Rating:74Outperform
Price Target:―
Positive Factors
Large Asset Base
The fund manages a very large pool of assets, which suggests strong investor interest and can help keep trading costs relatively efficient.
Reasonable Expense Ratio
The ETF charges a moderate fee for an actively designed strategy, allowing investors to keep more of their returns compared with many higher-cost funds.
Broad Sector Spread
Holdings are spread across many sectors, which helps reduce the impact if any single industry runs into trouble.
Negative Factors
Tech-Heavy Portfolio
A large portion of the fund is in technology stocks, which increases sensitivity to swings in that sector.
Weakness in Key Holdings
Several of the largest positions, including major technology and payment companies, have shown weak recent performance, which can drag on the fund’s returns.
Very High U.S. Concentration
The ETF is almost entirely invested in U.S. companies, offering very limited geographic diversification.
DUHP vs. SPDR S&P 500 ETF (SPY)
AUM10.96B
RegionNorth America
Expense Ratio0.21%
Beta0.87
IssuerDimensional
Inception DateFeb 23, 2022
Dividend Yield1%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,322,801
30 Day Avg. Volume1,282,699
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
46.30Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering157
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DUHP Summary
The Dimensional US High Profitability ETF (DUHP) invests mainly in large U.S. companies that have strong, consistent profits instead of tracking a traditional index. It focuses on highly profitable businesses across many sectors, with a big tilt toward technology and health care. Well-known holdings include Nvidia, Apple, and Microsoft. Someone might consider this ETF if they want long-term growth from financially solid companies while still staying diversified across the U.S. market. A key risk is that it can still rise and fall with the overall stock market and is somewhat dependent on large tech-related companies.
How much will it cost me?The Dimensional US High Profitability ETF (DUHP) has an expense ratio of 0.21%, which means you’ll pay $2.10 per year for every $1,000 invested. This cost is lower than average for actively managed funds, as DUHP uses a disciplined, evidence-based approach to select profitable companies while keeping expenses relatively low.
What would affect this ETF?The Dimensional US High Profitability ETF (DUHP) could benefit from continued strength in the technology sector, which makes up a significant portion of its holdings, as well as stable economic conditions that support consumer spending and healthcare innovation. However, rising interest rates or regulatory changes affecting large-cap companies, particularly in tech and healthcare, could negatively impact the ETF's performance. Its focus on highly profitable U.S. companies provides a defensive advantage during market volatility, but it remains sensitive to broader economic trends and sector-specific risks.
DUHP Top 10 Holdings
DUHP is leaning heavily on U.S. tech and healthcare, with Nvidia, Apple, Microsoft, and Meta acting as the main engines—but lately they’ve been sputtering rather than sprinting, with several of these Big Tech names lagging after a strong run. Eli Lilly and industrial heavyweight Caterpillar are doing more of the heavy lifting, rising and helping offset some of that tech fatigue. Payment giants Visa and Mastercard are also soft, so the fund’s story right now is a U.S.-centric, profitability-first portfolio where a few tired tech leaders are being propped up by steadier healthcare and industrial winners.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.30% | $798.25M | $4.57T | 39.78% | 76 Outperform | |
| Apple | 6.32% | $691.39M | $3.88T | 6.12% | 79 Outperform | |
| Eli Lilly & Co | 4.50% | $492.47M | $962.75B | 17.19% | 72 Outperform | |
| Microsoft | 4.37% | $477.97M | $2.97T | -2.39% | 79 Outperform | |
| Meta Platforms | 4.22% | $461.48M | $1.63T | -5.67% | 76 Outperform | |
| Visa | 3.77% | $412.25M | $610.49B | -8.49% | 70 Outperform | |
| Home Depot | 2.45% | $267.37M | $381.80B | -4.07% | 66 Neutral | |
| Mastercard | 2.27% | $248.67M | $470.86B | -7.64% | 75 Outperform | |
| Caterpillar | 2.23% | $243.54M | $349.88B | 117.82% | 76 Outperform | |
| Oracle | 1.92% | $209.67M | $448.85B | -11.06% | 66 Neutral |
DUHP Technical Analysis
Positive
―
Price Trends
38.49
Positive
38.09
Positive
36.81
Positive
Market Momentum
0.19
Positive
53.64
Neutral
51.12
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DUHP, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 38.90, equal to the 50-day MA of 38.49, and equal to the 200-day MA of 36.81, indicating a bullish trend. The MACD of 0.19 indicates Positive momentum. The RSI at 53.64 is Neutral, neither overbought nor oversold. The STOCH value of 51.12 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DUHP.
DUHP Peer Comparison
Comparison Results
Performance Comparison
DUHP
Dimensional US High Profitability ETF
39.02
4.20
12.06%
JEPI
JPMorgan Equity Premium Income ETF
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DFAC
Dimensional U.S. Core Equity 2 ETF
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JEPQ
J.P. Morgan Nasdaq Equity Premium Income ETF
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DYNF
BlackRock U.S. Equity Factor Rotation ETF
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AVLV
Avantis U.S. Large Cap Value ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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