NVIDIA

Apple

Microsoft

Visa

Eli Lilly

Mastercard

Costco

AbbVie

Home Depot

Johnson & Johnson

Dimensional US High Profitability ETF

DUHP invests in a broad and diverse group of large-cap US stocks actively selected based on perceived higher profitability relative to other US large-cap companies.

One of the investment themes gaining momentum for 2025 is the return of value investing as a path to much-needed diversification and potentially outsized returns. A focus on quality within value is equally ringing loud.

Prof. Novy-Marx on Profitability Factor's Unique Power

Quality approach investments remain appropriate in the current environment, historically delivering returns in line with the broader market but with lower volatility. Dimensional US High Profitability ETF offers a diversified allocation, including technology, industrials, healthcare, and consumer staples. DUHP's stock selection provided a gain in terms of profitability, while valuation remains near the level of the broader index and other quality ETFs.

DUHP: A Quality ETF With Market Performance, Lower Volatility

DUHP is an actively-managed large-cap blend ETF emphasizing high-quality stocks, as measured by earnings relative to book value or assets. Expenses are 0.22% and DUHP has $5.66 billion in assets. DUHP is also broadly-diversified, with exposure to 85/160 GICS sub-industries. Total Magnificent Seven exposure is only 14.54%, as DUHP excludes Alphabet, Amazon, Meta Platforms, and Tesla. DUHP serves as an excellent complement to JQUA. With only 38% overlap, an equal-weight portfolio of these two ETFs is better-diversified than SPY while offering investors a slightly lower P/E.

DUHP: Dimensional's Quality-Focused ETF Is On My Buy List

In pursuit of capital appreciation, actively managed DUHP favors large-size, solidly profitable U.S. companies. Since my April 2023 note, DUHP has delivered an impressive return, which I believe was predominantly driven by the IT sector and the growth factor. DUHP has a lot to offer regarding profitability but not much growth, and its performance is lagging a bit compared to JQUA and QUAL.

DUHP: Robust Quality, Yet Growth Exposure And Returns Could Be Better

Dimensional US Core Equity 2 ETF

Dimensional Emerging Markets Core Equity 2 ETF

Dimensional International Core Equity 2 ETF

After offering mutual funds for four decades, Dimensional Funds turns three years old as an ETF provider this month. It has been an impressive start and there's much more coming.

Dimensional ETF Success Driven by Demand for Low Cost Active

Avantis International Small Cap Value ETF

Avantis Emerging Markets Equity ETF

Avantis US Equity ETF

Avantis U.S. Small Cap Value ETF

Vanguard Total Bond Market ETF

Capital Group Dividend Value ETF

Capital Group Growth ETF

Dimensional International Core Equity Market ETF

Dimensional Core Fixed Income ETF

Dimensional Emerging Markets Value ETF

Dimensional International Value ETF

Dimensional US Equity ETF

iShares MSCI Emerging Markets ETF

Fidelity Total Bond ETF

First Trust TCW Opportunistic Fixed Income ETF

Janus Henderson AAA CLO ETF

JPMorgan Equity Premium Income ETF

JPMorgan Nasdaq Equity Premium Income ETF

Janus Henderson Mortgage-Backed Securities ETF

Putnam ESG Core Bond ETF

PGIM Ultra Short Bond ETF

And, plenty of ink has been spilled about how much money has gone into active ETFs in 2023, and from a pure top-line flows perspective, it's true. A significant chunk of the $289 billion that has entered U.S.-listed ETFs year to date went into active products — 22%, in fact.

2023's Overactive Active ETF Flows Are Mostly a Mirage

Comcast

Edison

General Electric

With $28 billion of net inflows in the first four months of 2023, according to VettaFi LOGICLY data, active ETF investments continue to gain traction with advisors and end clients. Two of the firms benefiting from the trend are Dimensional Funds and Capital Group.

Active ETF Flows Strong in 2023 — Why?

DUHP is an actively managed fund, with the cornerstone of its equity strategy being the profitability factor. DUHP has had a solid start to its trading history, with returns delivered since February 2022 demonstrating the robustness of its quality-centered strategy.

DUHP: Excellent Quality, Soft Growth, Valuation Issues Under The Hood

Dimensional US Marketwide Value ETF

iPath Series B Bloomberg Natural Gas Subindex Total ReturnSM ETN 

ProShares UltraPro Short QQQ

ProShares Ultra S&P 500

ProShares Ultra VIX Short-Term Futures ETF

iPath S&P 500 VIX Short-Term Futures ETN Class A

If volatility wasn't the big theme of the last week already, here comes the ETF Issuer League to underline it. While AUM news week to week tends to focus on the biggest firms and names, this week's standout number came for Barclays Capital and its $1.8 billion AUM ETF suite.

ETF Issuer League: Thank VIX! 7% Jump for Barclays

Goldman Sachs Marketbeta US 1000 Equity ETF

JPMorgan International Research Enhanced Equity ETF

Tumbling markets, global uncertainty may be crimping fund demand.

ETF Launches Slow, Closures Jump

Clockwise Capital Innovation ETF

Global X Dow 30 Covered Call ETF

SPDR S&P SmallCap 600 ESG ETF

Harbor Corporate Culture Leaders ETF

SPDR R Blackstone High Income ETF

Amplify Inflation Fighter ETF

IQ US Mid Cap R&D Leaders ETF

Engine NO 1 Transform Climate ETF

The U.S. exchange-traded fund (ETF) industry had quite a year in 2021 – due in part to the 445 new ETFs that launched, 44% more than did in 2020. U.S. ETFs ended the year with record assets of $7.21 trillion, 31.9% higher 2020.

9 New ETFs for Investors to Unwrap

Dimensional US Real Estate ETF

Dimensional US Small Cap Value ETF

Dimensional Fund Advisors expanded its line-up of exchange traded funds with the launch of three new U.S. equity ETFs: the Dimensional US Small Cap Value ETF (NYSE Arca: DFSV), the Dimensional US High Profitability ETF (NYSE Arca: DUHP), and the Dimensional US Real Estate ETF (NYSE Arca: DFAR). The ETFs, which begin trading today on [.

Dimensional Adds 3 New U.S. Equity ETFs to Fund Suite

AUSTIN, Texas--(BUSINESS WIRE)--Dimensional Fund Advisors, a global leader in systematic multifactor investing, expanded its exchange-traded funds (ETFs) offering with today's listing of three new US equity ETFs on the New York Stock Exchange (NYSE). The new ETFs offer broadly diversified exposure to US small cap value and US high profitability1 equities, as well as US real estate markets. “We continue to build out Dimensional's ETF suite, which not only offers the benefits of passive strategie

Dimensional Adds Three New US Equity ETFs to Growing Offering

News for Dimensional US High Profitability ETF ETF (DUHP)