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DUHP

Dimensional - US High Profitability ETF
1W: +0.2% 1M: -5.3% 3M: -3.1% YTD: -2.5% 1Y: +10.9% 3Y: +58.8%
$37.11
+0.20 (+0.54%)
After Hours: $37.12 (+0.02, +0.04%)
ETF AMEX · AUM $11.1B
ETF-Level Metrics
AUM$11.1B
Holdings159
Top 10 Wt39.2%
Beta0.96
% Profitable96%
Coverage99%
Portfolio Valuation
P/E34.9
P/B19.1
P/S9.2
EV/EBITDA24.6
P/FCF38.2
PEG1.49
Profitability & Returns
Gross Margin53.9%
Net Margin26.3%
ROE61.4%
ROA21.9%
ROIC41.0%
Div Yield1.28%
Leverage & Liquidity
Debt/Equity0.78
Debt/Assets0.29
Net Debt/EBITDA0.5x
Interest Cov36.6x
Current Ratio1.28
Quick Ratio1.14
Growth (YoY)
Revenue+16.5%
Net Income+26.3%
EPS+27.9%
FCF+25.9%
EBITDA+24.8%
Rev CAGR 3Y+12.7%
Quality Scores
Piotroski F7.1
Altman Z10.24
IS Quality75.4
IS Overall66.5
IS Value43.4
Median P/E24.7

Sector Breakdown

11 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 30 31.4% 15.7
Industrials 36 15.7% 30.7
Healthcare 18 13.9% 34.2
Consumer Cyclical 27 9.9% 24.4
Financial Services 12 9.4% 18.6
Consumer Defensive 13 8.8% 14.5
Communication Services 8 6.1% -8.8
Energy 9 2.5% 28.8
Utilities 2 1.1% 43.9
Basic Materials 4 0.6% 33.5
Other 1 0.5%

Smart Money Overlap

19 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
META Meta Platforms, Inc. 4.40% 4 Bullish 42 14 +0.2%
V Visa Inc. 3.83% 4 Bullish 7 12 -3.7%
MA Mastercard Incorporated 2.27% 4 Bullish 13 3 -2.8%
CAT Caterpillar Inc. 2.16% 4 Bullish 10 6 -4.4%
MRK Merck & Co., Inc. 1.71% 4 Bullish 11 2 +0.9%
IBM International Business Machines Corporation 1.59% 4 Bullish 10 8 -0.2%
UNP Union Pacific Corporation 1.33% 4 Bullish 37 3 -3.5%
JNJ Johnson & Johnson 0.96% 4 Bullish 12 2 -0.9%
HON Honeywell International Inc. 0.92% 4 Bullish 11 3 -5.8%
TRV The Travelers Companies, Inc. 0.79% 4 Bullish 23 1 -4.7%
NFLX Netflix, Inc. 0.69% 4 Bullish 71 13 -5.0%
FERG Ferguson plc 0.64% 4 Bullish 28 1 +4.2%
AON Aon plc 0.47% 4 Bullish 1 3 +1.1%
PAYX Paychex, Inc. 0.41% 4 Bullish 11 2 -5.2%
VRSK Verisk Analytics, Inc. 0.28% 4 Bullish 12 1 +1.4%
COP ConocoPhillips 0.22% 4 Bullish 1 3 +20.9%
TMUS T-Mobile US, Inc. 0.20% 4 Bullish 3 1 -1.4%
WAT Waters Corporation 0.08% 4 Bullish 24 1 -0.1%
DE Deere & Company 0.04% 4 Bullish 10 3 +23.3%
Showing 50 of 160 holdings · Page 1 of 4
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 NVIDIA CORP NVDA 7.31% $769.4M 4,308,993 36.2 $4.3T Technology
2 APPLE INC. AAPL 6.30% $662.6M 2,661,648 31.6 $3.7T Technology
3 META PLATFORMS INC META 4.40% $463.6M 764,168 24.8 $1.5T Communication Services
4 MICROSOFT CORP MSFT 4.39% $462.6M 1,189,102 23.1 $2.8T Technology
5 ELI LILLY AND COMPANY LLY 4.34% $457.0M 498,131 39.9 $865.9B Healthcare
6 VISA INC V 3.83% $403.1M 1,345,051 28.1 $587.9B Financial Services
7 MASTERCARD INC - A MA 2.27% $238.9M 486,487 30.1 $448.7B Financial Services
8 HOME DEPOT INC HD 2.22% $233.5M 711,290 23.3 $331.2B Consumer Cyclical
9 CATERPILLAR INC. CAT 2.16% $227.0M 329,615 37.8 $336.5B Industrials
10 ORACLE CORP. ORCL 2.02% $212.8M 1,368,020 25.7 $419.8B Technology
11 LAM RESEARCH CORP LRCX 1.90% $200.0M 854,693 47.3 $291.5B Technology
12 MERCK & COMPANY INC MRK 1.71% $179.6M 1,572,905 16.3 $295.1B Healthcare
13 COSTCO WHOLESALE CORP. COST 1.67% $175.3M 179,878 50.6 $432.5B Consumer Defensive
14 PEPSICO INC. PEP 1.64% $172.5M 1,129,108 25.2 $207.5B Consumer Defensive
15 INTERNATIONAL BUSINESS MA IBM 1.59% $167.2M 667,919 21.3 $226.4B Technology
16 COCA COLA CO. KO 1.52% $160.1M 2,118,824 24.7 $323.6B Consumer Defensive
17 AMGEN INC AMGN 1.41% $148.6M 424,616 24.7 $190.8B Healthcare
18 TJX COMPANIES INC. TJX 1.33% $140.5M 908,055 32.7 $177.8B Consumer Cyclical
19 UNION PAC CORP. UNP 1.33% $139.5M 595,865 20.0 $143.2B Industrials
20 KLA CORP KLAC 1.31% $138.2M 91,432 44.5 $202.8B Technology
21 GILEAD SCIENCES INC GILD 1.31% $137.8M 976,497 20.2 $171.6B Healthcare
22 ABBVIE INC. ABBV 1.08% $113.7M 551,134 87.3 $366.3B Healthcare
23 VERTIV HOLDINGS CO VRT 1.02% $107.6M 399,843 79.2 $105.7B Industrials
24 LOCKHEED MARTIN CORP. LMT 0.99% $104.6M 164,105 28.7 $144.4B Industrials
25 CHENIERE ENERGY INC LNG 0.98% $103.1M 365,718 11.4 $61.2B Energy
26 JOHNSON & JOHNSON JNJ 0.96% $101.3M 426,365 21.7 $578.2B Healthcare
27 QUALCOMM INC. QCOM 0.94% $98.8M 752,701 26.0 $139.2B Technology
28 ROSS STORES INC. ROST 0.93% $98.1M 465,617 32.2 $70.3B Consumer Cyclical
29 HONEYWELL INTERNATIONAL HON 0.92% $96.9M 422,946 27.9 $143.5B Industrials
30 BRISTOL-MYERS SQUIBB CO. BMY 0.91% $96.2M 1,655,092 17.1 $120.0B Healthcare
31 KROGER CO. KR 0.80% $84.4M 1,144,105 43.6 $44.5B Consumer Defensive
32 TRAVELERS COMPANIES INC. TRV 0.79% $82.7M 278,640 10.2 $64.8B Financial Services
33 VISTRA ENERGY CORP VST 0.79% $82.7M 493,923 54.5 $51.3B Utilities
34 PROCTER & GAMBLE CO/THE PG 0.77% $80.9M 558,838 21.2 $336.3B Consumer Defensive
35 CENCORA INC COR 0.76% $80.4M 242,509 38.8 $63.2B Healthcare
36 NETFLIX.COM INC. NFLX 0.69% $72.9M 795,080 35.5 $391.0B Communication Services
37 UNITED RENTALS INC. URI 0.69% $72.3M 100,489 19.0 $47.6B Industrials
38 CSX CORP CSX 0.68% $71.1M 1,846,980 25.5 $73.6B Industrials
39 AMERIPRISE FINANCIAL INC AMP 0.66% $69.7M 160,493 12.0 $42.0B Financial Services
40 AUTOMATIC DATA PROCESSING ADP 0.66% $69.6M 330,338 19.3 $81.7B Industrials
41 TARGA RESOURCES CORP TRGP 0.66% $69.3M 289,112 28.6 $52.8B Energy
42 ILLINOIS TOOL WORKS INC. ITW 0.65% $68.3M 262,198 25.2 $76.8B Industrials
43 GRAINGER W.W. INC. GWW 0.65% $68.0M 65,153 30.0 $51.0B Industrials
44 WASTE MANAGEMENT INC. WM 0.64% $67.7M 289,511 33.5 $90.7B Industrials
45 FERGUSON ENTERPRISES INC FERG 0.64% $66.8M 307,035 21.6 $44.5B Industrials
46 COLGATE-PALMOLIVE CO CL 0.63% $66.6M 779,203 32.3 $68.5B Consumer Defensive
47 MOTOROLA SOLUTIONS INC. MSI 0.59% $62.4M 135,856 34.8 $75.1B Technology
48 SYSCO CORP. SYY 0.57% $60.5M 740,339 22.1 $39.7B Consumer Defensive
49 IDEXX LABORATORIES INC IDXX 0.57% $59.8M 103,119 43.5 $46.0B Healthcare
50 AUTO DESK ADSK 0.57% $59.7M 240,930 44.4 $49.9B Technology

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms