DUHPDimensional US High Profitability ETF
Seeks long-term capital appreciation.
By Dimensional Fund Advisors · Launched 2022
Annual Cost
0.20%
#934 of 5,853 · low cost
Fund Size
$12.3B
#231 of 5,853 · large
Return (1Y)Goal
+14.8%
Track Record
4 years
#2,565 of 5,853 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,519+15.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 40.0% of fund✓ well diversified
NVIDIA CORPORATION
7.7%
APPLE INC.
6.5%
META PLATFORMS, INC.
4.3%
MICROSOFT CORPORATION
4.3%
ELI LILLY AND COMPANY
4.2%
VISA INC.
4.0%
CATERPILLAR INC.
2.6%
MASTERCARD INCORPORATED
2.2%
THE HOME DEPOT, INC.
2.1%
LAM RESEARCH CORPORATION
2.0%
Asset allocation
Stocks
100.0%
By sector
Technology
37.0%
Industrials
15.8%
Healthcare
12.9%
Financial Services
9.1%
Consumer Cyclical
8.9%
Consumer Defensive
7.0%
Communication
5.6%
Energy
2.0%
Other
1.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
11.9%Moderate
Year-on-year price swings
Max drawdown
-20.1%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.89Decent risk-adjusted returns
Sortino (3Y)
1.31Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Actively manages a portfolio of large U.S. companies with high profitability, balancing long-term expected returns with risk through diversification. The fund does not seek to replicate a specific index and may have higher turnover.
- Inception date
- February 23, 2022
- Fund family
- Dimensional Fund Advisors
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Data updated on 2026-08-02