(DUHP) Dimensional Trust - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US25434V8312 • Large Blend
DUHP: Large U.S. Equity, High Profitability, Blend ETF
The Dimensional ETF Trust (NYSE ARCA:DUHP) is an exchange-traded fund designed to track the performance of a portfolio emphasizing large U.S. companies with high profitability metrics relative to their peers. The fund employs a systematic, rules-based approach to select securities, focusing on companies that demonstrate strong financial health and competitive advantages. As a large blend ETF, it seeks to balance value and growth characteristics by targeting firms with robust earnings and stable cash flows.
Technically, DUHP is currently trading below its key moving averages, with the 20-day SMA at 31.62 and the 50-day SMA at 33.19, indicating short-term downward momentum. However, the 200-day SMA at 33.57 suggests longer-term stability. The Average True Range (ATR) of 0.88 reflects moderate volatility, while the average 20-day volume of 1,367,225 shares indicates consistent liquidity.
Fundamentally, the funds assets under management (AUM) of $7.226 billion underscore its scale and investor confidence. The portfolios focus on high-profitability large-cap companies positions it to benefit from the stability and market dominance of established U.S. corporations.
Over the next three months, DUHP is expected to face headwinds from its current technical setup, as the 20-day SMA remains below the 50-day SMA, signaling bearish momentum. However, support near the 50-day SMA at 33.19 could limit downside potential. The ATR of 0.88 suggests that volatility will remain manageable, with potential price fluctuations confined to a narrow range. Fundamentally, the large-cap sectors defensive characteristics may provide a floor for the fund, though profitability trends among U.S. large-cap companies will remain a key driver of performance.
Additional Sources for DUHP ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
DUHP ETF Overview
| Market Cap in USD | 7,226m |
| Category | Large Blend |
| TER | 0.22% |
| IPO / Inception | 2022-02-23 |
DUHP ETF Ratings
| Growth Rating | 53.8 |
| Fundamental | - |
| Dividend Rating | 50.0 |
| Rel. Strength | -1.7 |
| Analysts | - |
| Fair Price Momentum | 29.26 USD |
| Fair Price DCF | - |
DUHP Dividends
| Dividend Yield 12m | 1.17% |
| Yield on Cost 5y | 1.62% |
| Annual Growth 5y | 13.06% |
| Payout Consistency | 96.1% |
DUHP Growth Ratios
| Growth Correlation 3m | -87% |
| Growth Correlation 12m | 52% |
| Growth Correlation 5y | 91.9% |
| CAGR 5y | 10.34% |
| CAGR/Max DD 5y | 0.52 |
| Sharpe Ratio 12m | 0.66 |
| Alpha | -1.01 |
| Beta | 0.884 |
| Volatility | 35.15% |
| Current Volume | 979.1k |
| Average Volume 20d | 1319.4k |
As of May 01, 2025, the stock is trading at USD 32.68 with a total of 979,146 shares traded.
Over the past week, the price has changed by +3.29%, over one month by -1.39%, over three months by -5.92% and over the past year by +9.98%.
Partly, yes. Based on ValueRay Analyses, Dimensional Trust (NYSE ARCA:DUHP) is currently (May 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 53.82 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of DUHP as of May 2025 is 29.26. This means that DUHP is currently overvalued and has a potential downside of -10.47%.
Dimensional Trust has no consensus analysts rating.
According to ValueRays Forecast Model, DUHP Dimensional Trust will be worth about 33.4 in May 2026. The stock is currently trading at 32.68. This means that the stock has a potential upside of +2.05%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 33.4 | 2.1% |