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DFA Investment Dimensions Group Inc.(DUHP)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for DUHP
11/12/2026: DUHP (5-star) is a REGULAR-BUY. BUY for 27 days. Simulated Profits (-0.05%). Updated daily EoD!
The DFA Investment Dimensions Group Inc. (DUHP) is a US equity ETF that provides exposure to companies exhibiting high-profitability characteristics, utilizing a systematic and research-based approach. The fund's primary strength lies in its disciplined, evidence-based management style and cost-efficient structure. It is well-suited for long-term investors seeking to tilt their portfolios toward quality and profitability factors rather than traditional market-cap indexing. Key risks include exposure to broader equity market downturns and the cyclical nature of the profitability factor. Investors should monitor market leadership trends and the fund's continued consistency in factor delivery.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The focus on profitability often captures established growth companies but may exclude speculative high-growth firms. |
| Momentum investor | Mixed fit | The fund is factor-based rather than momentum-driven, though profitability often correlates with price strength. |
| Value investor | Strong fit | High profitability is a key component of many value-based frameworks, making this a strong fit for valuation-conscious investors. |
| Dividend/Income investor | Mixed fit | While profitable companies often pay dividends, the fund does not have an explicit mandate for dividend yield. |
| Low-risk investor | Medium fit | Focusing on profitable companies can reduce fundamental risk, though it remains a 100% equity product. |
Investor Profile
Ideal Investor Profile
Long-term investors who believe in factor-based investing and the long-term performance benefits of profitable businesses.
Suitability
Best suited for long-term investors and those building diversified portfolios with a tilted exposure to quality factors.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As an equity fund, it will experience price fluctuations in line with broader market volatility. |
| Market risk | High | The portfolio is fully invested in equities and is subject to overall US market performance. |
| Concentration | Medium | The strategy tilts toward profitable companies, which may result in sector concentrations different from a market-cap-weighted index. |
| Tracking/expense | Low | Dimensional's efficient management keeps tracking error and costs low for the end investor. |
| Liquidity | Low | The underlying assets are large and mid-cap stocks, ensuring high liquidity for the fund. |
| Business/sector quality | Low | The fund's objective is to own high-quality, profitable businesses, reducing business-quality risk. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
The fund exhibits moderate volatility typical of high-quality US equity portfolios.
Market Risk
The primary risk is systematic market decline, as the fund is fully exposed to equity market movements.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Stocks | 65 | The core of the portfolio is invested in large, well-established companies with strong profitability metrics. |
| Market capitalization | US Mid-Cap Stocks | 25 | Mid-cap exposure provides a balance between growth potential and the stability of established business models. |
| Market capitalization | US Small-Cap Stocks | 10 | Small-cap holdings allow for participation in higher-growth companies that meet Dimensional's profitability standards. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 27.71% | Avg. Invested days 72 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/12/2026 |
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