(DUHP) Dimensional Trust - Overview

ETF Category: Large Blend | Exchange: NYSE ARCA (USA) | Market Cap: 11.934m USD | Total Return: 17.9% in 12m

Large Cap Stocks, US Equities
Total Rating 41
Safety 41
Buy Signal -0.57
Large Blend
Category Rotation: -6.1
TER: 0.22%
AUM: 11.9B
Avg Turnover: 30.7M
Risk 3d forecast
Volatility18.0%
VaR 5th Pctl3.30%
VaR vs Median2.19%
Reward TTM
Sharpe Ratio1.18
Rel. Str. IBD51.3
Rel. Str. Peer Group13.5
Character TTM
Beta0.894
Beta Downside0.921
Hurst Exponent0.514
Drawdowns 3y
Max DD17.86%
CAGR/Max DD1.04
CAGR/Mean DD8.86

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: DUHP Dimensional Trust

The Dimensional US High Profitability ETF (DUHP) is an actively managed fund targeting large-cap U.S. equities. The portfolio strategy centers on the profitability factor, selecting companies that demonstrate high operational earnings relative to their book value or total assets. This systematic approach aims to capture the premium associated with firms that exhibit efficient capital allocation and sustained cash flow generation.

The large-cap blend sector typically includes established market leaders with diversified revenue streams and significant competitive advantages. By focusing on high profitability, the fund tilts toward quality-oriented firms that historically show greater resilience during periods of economic contraction compared to low-profitability peers. Investors can utilize ValueRay to further evaluate how these profitability metrics align with current market valuations.

Headlines to Watch Out For
  • Profitability factor premiums drive relative outperformance against broad market indices
  • Large cap equity valuation shifts impact underlying portfolio net asset value
  • Corporate earnings growth relative to book value dictates security selection
  • Systematic exposure to US economic cycles influences total fund returns
  • Management fee structure maintains competitive positioning against passive index alternatives
What is the price of DUHP shares?

As of June 08, 2026, the stock is trading at USD 40.69 with a total of 631,642 shares traded.
Over the past week, the price has changed by -1.62%, over one month by +2.49%, over three months by +5.79% and over the past year by +17.94%.

Is DUHP a buy, sell or hold?

Dimensional Trust has no consensus analysts rating.