DFA US High Relative Profitability targets the most profitable stocks in the US market and tends to perform like a defensive portfolio, though it comes with other risks.
Dimensional US High Profitability ETF DUHP
Morningstar’s Analysis DUHP
Will DUHP outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 41.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 7.71 | 947M | Technology |
Apple Inc | 6.95 | 853M | Technology |
Eli Lilly and Co | 4.87 | 598M | Healthcare |
Microsoft Corp | 4.54 | 558M | Technology |
Meta Platforms Inc Class A | 3.86 | 474M | Communication Services |
Visa Inc Class A | 3.64 | 447M | Financial Services |
Oracle Corp | 2.62 | 321M | Technology |
Caterpillar Inc | 2.61 | 321M | Industrials |
Lam Research Corp | 2.43 | 298M | Technology |
Mastercard Inc Class A | 2.00 | 246M | Financial Services |
United States