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DUHP is an actively managed U.S. large-cap equity ETF that targets companies Dimensional views as “high profitability,” based on profits/cash flows relative to book value or assets. The portfolio is broadly diversified but intentionally tilts weights using a proprietary process that can also incorporate value signals (low relative price) and short-term implementation factors like momentum, liquidity, and trading costs.
You own a basket of big U.S. companies, with extra emphasis on the ones that make a lot of profit compared to what they own on their balance sheet. It’s not trying to copy an index—Dimensional picks and weights the stocks using its own rules.
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Showing the largest holdings by weight in DUHP
| Logo | Ticker | ETF Weight | Market Value | |
|---|---|---|---|---|
NV | NVDA NVIDIA CORP | NVIDIA CORP | 7.32% | $772.1M |
AA | AAPL APPLE INC. | APPLE INC. | 6.44% | $679.2M |
LL | LLY ELI LILLY AND COMPANY | ELI LILLY AND COMPANY | 4.44% | $468.1M |
ME | META META PLATFORMS INC | META PLATFORMS INC | 4.38% | $462.0M |
MS | MSFT MICROSOFT CORP | MICROSOFT CORP | 4.12% | $434.8M |
V | V VISA INC | VISA INC | 3.89% | $410.2M |
MA | MA MASTERCARD INC - A | MASTERCARD INC - A | 2.32% | $244.5M |
CA | CAT CATERPILLAR INC. | CATERPILLAR INC. | 2.28% | $240.5M |
HD | HD HOME DEPOT INC | HOME DEPOT INC | 2.17% | $228.6M |
LR | LRCX LAM RESEARCH CORP | LAM RESEARCH CORP | 1.83% | $193.5M |
Breakdown of DUHP by sector weightings (%)
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Top countries by weight (%)
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