DUHP - ETF AI Analysis
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Dimensional US High Profitability ETF (DUHP)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and over the past few months, showing positive momentum.
High-Performing Top Holdings
Several of the largest positions, including major technology and industrial names, have shown strong or very strong performance, helping drive the fund’s returns.
Reasonable Expense Ratio
The fund’s expense ratio is relatively low for an actively managed strategy, allowing investors to keep more of their returns.
Negative Factors
Heavy Technology Concentration
A large share of the portfolio is in technology stocks, which can increase risk if that sector experiences a downturn.
Mixed Performance Among Top Holdings
Some major positions have recently shown weaker or negative performance, which could weigh on future returns if the trend continues.
Single-Country Exposure
The ETF invests only in U.S. companies, offering no geographic diversification if other regions perform better or if the U.S. market faces a slowdown.
DUHP vs. SPDR S&P 500 ETF (SPY)
AUM12.82B
RegionNorth America
Expense Ratio0.20%
Beta0.86
IssuerDimensional
Inception DateFeb 23, 2022
Dividend Yield0.9%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume738,400
30 Day Avg. Volume830,569
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
50.77Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering148
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DUHP Summary
Dimensional US High Profitability ETF (DUHP) is a U.S. stock fund that focuses on large, highly profitable companies rather than tracking a specific index. It invests across many sectors, with a big tilt toward technology, and holds well-known names like Apple and Nvidia. This ETF may appeal to investors who want long-term growth from strong, established businesses while still staying diversified across different industries. However, because it owns stocks and leans heavily into tech and other growth companies, its value can go up and down with the stock market, sometimes sharply.
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. Big Tech and chip makers, with Apple and Nvidia acting as key engines for returns as both remain broadly rising, even if Nvidia’s momentum has cooled lately. Microsoft and Meta are more of a mixed bag, with recent trading choppy and occasionally holding the fund back. In semiconductors, Micron and Lam Research have been standout drivers, powering gains despite some short-term bumps. Visa adds steady financial strength, rounding out a portfolio that’s firmly U.S.-focused and tilted toward high-profit, tech-heavy growth stories.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.67% | $999.82M | $5.45T | 23.62% | 76 Outperform | |
| Apple | 6.52% | $849.58M | $4.46T | 32.35% | 79 Outperform | |
| Microsoft | 5.12% | $666.89M | $3.68T | -7.11% | 79 Outperform | |
| Eli Lilly & Co | 4.98% | $649.59M | $1.11T | 69.50% | 72 Outperform | |
| Visa | 4.01% | $523.12M | $679.89B | 4.70% | 70 Outperform | |
| Meta Platforms | 3.30% | $430.30M | $1.50T | -25.85% | 76 Outperform | |
| Micron | 2.88% | $374.85M | $1.10T | 718.90% | 79 Outperform | |
| Lam Research | 2.33% | $303.77M | $415.89B | 247.73% | 77 Outperform | |
| Caterpillar | 2.29% | $298.63M | $393.74B | 113.66% | 76 Outperform | |
| Mastercard | 2.27% | $295.66M | $498.70B | -3.74% | 75 Outperform |
DUHP Technical Analysis
Positive
―
Price Trends
41.54
Positive
40.34
Positive
39.17
Positive
Market Momentum
0.35
Negative
56.44
Neutral
48.31
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 41.97, equal to the 50-day MA of 41.54, and equal to the 200-day MA of 39.17, indicating a bullish trend. The MACD of 0.35 indicates Negative momentum. The RSI at 56.44 is Neutral, neither overbought nor oversold. The STOCH value of 48.31 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
42.33
6.00
16.52%
JEPI
JPMorgan Equity Premium Income 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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SPYI
NEOS S&P 500 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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