Skip to Content
Morningstar

Dimensional US High Profitability ETF DUHP

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub

Morningstar’s Analysis DUHP

Will DUHP outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DUHP’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DUHP management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DUHP’s parent organization’s priorities and whether they’re in line with investors’ interests.

Dimensional US High Profitability ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings DUHP

More DUHP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

5.25 289.5 Mil
Technology

Microsoft Corp

4.99 275.2 Mil
Technology

Eli Lilly and Co

4.43 244.4 Mil
Healthcare

NVIDIA Corp

4.31 237.6 Mil
Technology

Visa Inc Class A

3.99 219.7 Mil
Financial Services

S&P 500 Emini Fut Jun24

3.36 185.3 Mil
—

Mastercard Inc Class A

2.97 163.6 Mil
Financial Services

Johnson & Johnson

2.64 145.3 Mil
Healthcare

AbbVie Inc

2.59 143.0 Mil
Healthcare

PepsiCo Inc

2.39 131.8 Mil
Consumer Defensive