DUHP - ETF AI Analysis
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Dimensional US High Profitability ETF (DUHP)
Rating:74Outperform
Price Target:―
Positive Factors
Large, Established Asset Base
The fund manages a sizable pool of assets, which can support trading liquidity and signal strong investor interest.
Exposure to Strong Recent Winners
Top holdings like Nvidia, Caterpillar, and Lam Research have shown strong recent performance, helping support the ETF’s overall returns.
Broad Sector Diversification
The ETF spreads its investments across many sectors, including technology, industrials, health care, consumer stocks, and financials, which helps reduce the impact of weakness in any single industry.
Negative Factors
Heavy Tilt Toward Technology
With a large portion of the portfolio in technology stocks, the fund is sensitive to downturns in the tech sector.
Mixed Performance Among Top Holdings
Several major positions such as Apple, Microsoft, Eli Lilly, Visa, and Mastercard have shown weaker recent performance, which can drag on the fund’s results.
Very High U.S. Concentration
Almost all of the ETF’s assets are invested in U.S. companies, offering very limited geographic diversification outside the United States.
DUHP vs. SPDR S&P 500 ETF (SPY)
AUM11.36B
RegionNorth America
Expense Ratio0.20%
Beta0.87
IssuerDimensional
Inception DateFeb 23, 2022
Dividend Yield1.03%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume891,569
30 Day Avg. Volume1,489,887
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
47.10Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering160
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DUHP Summary
The Dimensional US High Profitability ETF (DUHP) invests in large U.S. companies that have a history of strong profits, rather than tracking a traditional index. It focuses on many sectors, with a big tilt toward technology, and holds well-known names like Apple and Nvidia. Someone might consider this ETF if they want long-term growth from financially strong, established companies while still staying broadly diversified across the U.S. market. A key risk is that it leans heavily on profitable and tech-related stocks, so its price can rise and fall more sharply when those types of companies go in or out of favor.
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 hard into U.S. tech profitability, with Nvidia and Lam Research acting as twin engines, both rising on the back of AI and chip demand. Apple and Meta are also pulling their weight, adding steady Big Tech momentum even as valuations look rich. On the flip side, Microsoft feels a bit stuck in neutral, and payment giants Visa and Mastercard are lagging, softening the overall ride. Caterpillar adds an industrial kick, but the story here is clear: a U.S.-only, high-profit, tech-heavy lineup driving most of the fund’s fortunes.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 8.07% | $913.10M | $5.06T | 99.22% | 76 Outperform | |
| Apple | 6.49% | $734.35M | $3.98T | 27.35% | 79 Outperform | |
| Meta Platforms | 4.79% | $541.41M | $1.71T | 23.44% | 76 Outperform | |
| Microsoft | 4.45% | $503.76M | $3.15T | 8.60% | 79 Outperform | |
| Eli Lilly & Co | 3.98% | $450.66M | $835.18B | -1.03% | 72 Outperform | |
| Visa | 3.76% | $424.73M | $589.76B | -8.25% | 70 Outperform | |
| Caterpillar | 2.47% | $279.11M | $386.56B | 169.91% | 76 Outperform | |
| Mastercard | 2.21% | $250.38M | $449.63B | -5.25% | 75 Outperform | |
| Home Depot | 2.16% | $243.79M | $334.56B | -6.90% | 66 Neutral | |
| Lam Research | 2.07% | $233.63M | $334.88B | 262.54% | 77 Outperform |
DUHP Technical Analysis
Positive
―
Price Trends
38.15
Positive
38.27
Positive
37.65
Positive
Market Momentum
0.39
Negative
61.92
Neutral
50.29
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 38.65, equal to the 50-day MA of 38.15, and equal to the 200-day MA of 37.65, indicating a bullish trend. The MACD of 0.39 indicates Negative momentum. The RSI at 61.92 is Neutral, neither overbought nor oversold. The STOCH value of 50.29 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
39.17
6.52
19.97%
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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AVLV
Avantis U.S. Large Cap Value ETF
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QQQI
NEOS Nasdaq 100 High Income 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.
DisclaimerThis 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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