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DUHP - ETF AI Analysis
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Dimensional US High Profitability ETF (DUHP)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several key holdings, such as Nvidia, Microsoft, and Oracle, have delivered strong year-to-date performance, driving the ETF's overall returns.
Sector Diversification
The ETF is spread across multiple sectors, including technology, health care, and consumer cyclical, reducing reliance on any single industry.
Low Expense Ratio
With an expense ratio of 0.21%, the ETF is cost-efficient compared to many actively managed funds.
Negative Factors
High Technology Concentration
Over 32% of the fund is allocated to the technology sector, making it vulnerable to downturns in tech stocks.
Limited Geographic Exposure
The ETF is heavily focused on U.S. companies, with minimal exposure to international markets, which limits global diversification.
Mixed Performance Among Holdings
While some top holdings have performed well, others like Apple and Home Depot have shown weaker year-to-date returns, which could dampen overall growth.
DUHP vs. SPDR S&P 500 ETF (SPY)
AUM10.23B
RegionNorth America
Expense Ratio0.21%
Beta0.88
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. Volume1,208,616
30 Day Avg. Volume1,201,016
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
44.75Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering175
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DUHP Summary
The Dimensional US High Profitability ETF (DUHP) is an investment fund that focuses on large U.S. companies known for their strong profitability and financial stability. It includes well-known names like Nvidia and Apple, along with other high-performing businesses across sectors like technology, healthcare, and consumer goods. This ETF is designed for investors seeking growth and stability by investing in companies with proven profit margins, making it a good option for diversification. However, since it heavily invests in tech stocks, its performance can be affected by changes in the technology sector or broader market trends.
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
The Dimensional US High Profitability ETF (DUHP) leans heavily into technology, with Nvidia and Apple leading the charge. Nvidia’s long-term growth story in AI and data centers is promising, but recent performance has been mixed, while Apple’s steady rise reflects its resilience despite valuation concerns. Health care names like Eli Lilly and Johnson & Johnson are providing a healthy boost, thanks to strong earnings and strategic advancements. Meanwhile, Visa and Meta Platforms are lagging, weighed down by bearish momentum and valuation pressures. Overall, the fund’s U.S.-centric focus and profitability-driven strategy offer stability but remain concentrated in tech-heavy sectors.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.09% | $722.15M | $4.32T | 37.86% | 76 Outperform | |
| Apple | 6.92% | $704.74M | $4.06T | 10.71% | 79 Outperform | |
| Microsoft | 4.75% | $483.23M | $3.54T | 8.92% | 79 Outperform | |
| Eli Lilly & Co | 4.68% | $476.25M | $996.71B | 37.87% | 72 Outperform | |
| Visa | 4.01% | $407.97M | $659.93B | 11.40% | 70 Outperform | |
| Meta Platforms | 3.70% | $376.91M | $1.66T | 10.04% | 76 Outperform | |
| Mastercard | 2.50% | $254.29M | $508.28B | 8.86% | 75 Outperform | |
| Home Depot | 2.29% | $233.00M | $351.10B | -10.45% | 66 Neutral | |
| Oracle | 2.12% | $215.76M | $542.02B | 14.05% | 66 Neutral | |
| Caterpillar | 2.11% | $214.29M | $275.61B | 54.41% | 76 Outperform |
DUHP Technical Analysis
Negative
―
Price Trends
37.71
Negative
37.27
Positive
35.47
Positive
Market Momentum
0.08
Positive
46.72
Neutral
22.65
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DUHP, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 37.70, equal to the 50-day MA of 37.71, and equal to the 200-day MA of 35.47, indicating a neutral trend. The MACD of 0.08 indicates Positive momentum. The RSI at 46.72 is Neutral, neither overbought nor oversold. The STOCH value of 22.65 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for DUHP.
DUHP Peer Comparison
Comparison Results
Performance Comparison
DUHP
Dimensional US High Profitability ETF
37.60
4.34
13.05%
JEPI
JPMorgan Equity Premium Income ETF
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―
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DFAC
Dimensional U.S. Core Equity 2 ETF
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―
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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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DFUS
Dimensional U.S. Equity 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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