DFA Investment Dimensions Group (DUHP) Valuation
DUHP valuation today
Holdings combined · company data as of Oct 26, 2026- P/E (TTM)
- 26.2 trailing earnings
- Forward P/E
- 18.9 analyst estimates
- Price / sales
- 3.41
- Price / book
- 11.61
- EV / EBITDA
- 18.0
- Earnings yield
- 3.81% inverse of P/E
- Dividend yield
- 1.13% of the holdings
- Return on equity
- 44.3% combined
- Net margin
- 13.0% combined
- Beta
- 1.15 weighted, vs S&P 500
DUHP valuation vs other stock ETFs
| ETF | P/E | Fwd P/E | P/S | P/B | Div. yield | ROE | Net margin | Loss-makers |
|---|---|---|---|---|---|---|---|---|
| DUHP | 26.2 | 18.9 | 3.41 | 11.61 | 1.13% | 44.3% | 13.0% | 1.5% |
| SPY | 25.9 | 19.9 | 3.67 | 5.47 | 1.08% | 21.1% | 14.2% | 1.9% |
| QQQ | 34.2 | 23.4 | 5.93 | 9.27 | 0.58% | 27.1% | 17.4% | 6.9% |
| DIA | 20.9 | 18.4 | 3.16 | 5.52 | 1.55% | 26.4% | 15.1% | 0.0% |
| VTI | 28.2 | 19.4 | 3.31 | 5.00 | 1.07% | 17.7% | 11.8% | 4.6% |
| IWM | n/m | 13.9 | 1.25 | 2.03 | 1.38% | −1.7% | −1.0% | 28.1% |
Same method for every fund. n/m = not meaningful (combined trailing earnings below zero or close to it). Loss-makers = weight of holdings with negative trailing earnings.
DUHP valuation by sector
| Sector | Weight | P/E | Fwd P/E | P/S | P/B | Div. yield | ROE |
|---|---|---|---|---|---|---|---|
| Technology | 40.1% | 25.7 | 19.6 | 8.09 | 15.55 | 0.70% | 60.6% |
| Industrials | 12.5% | 25.8 | 21.4 | 3.12 | 10.76 | 1.37% | 41.7% |
| Healthcare | 12.4% | 42.0 | 17.7 | 2.35 | 16.34 | 1.55% | 38.9% |
| Financial Services | 10.0% | 24.0 | 18.5 | 5.72 | 9.98 | 0.83% | 41.5% |
| Consumer Cyclical | 8.1% | 22.4 | 17.2 | 1.94 | 8.53 | 1.66% | 38.1% |
| Consumer Defensive | 6.5% | 24.7 | 18.4 | 1.03 | 9.15 | 2.68% | 37.0% |
| Communication Services | 5.8% | 24.4 | 19.7 | 5.16 | 6.57 | 0.62% | 27.0% |
| Energy | 2.2% | 21.7 | 15.1 | 2.98 | 6.00 | 1.31% | 27.7% |
| Utilities | 0.8% | 26.0 | 12.0 | 1.54 | 10.34 | 0.90% | 39.8% |
| Basic Materials | 0.7% | 29.0 | 22.7 | 3.71 | 15.15 | 1.10% | 52.2% |
DUHP earnings yield vs bond yields
Earnings yield = earnings ÷ price (1 ÷ P/E). The gap to bond yields is a rough gauge of the extra return stocks are priced to deliver.
How DUHP weight splits by P/E
Share of the covered weight in companies with a trailing P/E in each range.
DUHP largest holdings: valuation
| Symbol | Company | Weight | P/E | Fwd P/E | P/S | Div. yield | Share of earnings |
|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA Corporation | 8.22% | 27.1 | 24.9 | 17.1 | 0.47% | 8.04% |
| AAPL | Apple Inc. | 7.58% | 39.4 | 35.2 | 10.7 | 0.31% | 5.09% |
| MSFT | Microsoft Corporation | 4.80% | 29.5 | 25.1 | 11.8 | 0.74% | 4.31% |
| LLY | Eli Lilly and Company | 4.59% | 42.2 | 24.4 | 14.1 | 0.55% | 2.88% |
| MU | Micron Technology, Inc. | 4.43% | 11.8 | 7.0 | 7.5 | 0.07% | 9.90% |
| V | Visa Inc. | 4.37% | 34.3 | 24.0 | 17.0 | 0.67% | 3.37% |
| META | Meta Platforms, Inc. | 4.20% | 26.7 | 22.1 | 7.9 | 0.30% | 4.16% |
| MA | Mastercard Incorporated | 2.27% | 34.0 | 24.2 | 15.4 | 0.56% | 1.77% |
| CAT | Caterpillar Inc. | 2.24% | 31.5 | 25.4 | 4.5 | 0.89% | 1.88% |
| LRCX | Lam Research Corporation | 2.20% | 45.8 | 33.7 | 14.2 | 0.50% | 1.27% |
| HD | The Home Depot, Inc. | 1.84% | 21.5 | 19.8 | 1.8 | 3.01% | 2.26% |
| MRK | Merck & Co., Inc. | 1.60% | 115.8 | 15.3 | 5.4 | 2.33% | 0.37% |
| ORCL | Oracle Corporation | 1.59% | 20.1 | 17.8 | 5.4 | 1.56% | 2.10% |
| AMGN | Amgen Inc. | 1.40% | 26.9 | 16.7 | 6.1 | 2.33% | 1.38% |
| KLAC | KLA Corporation | 1.36% | 45.3 | 34.8 | 15.9 | 0.56% | 0.79% |
| UNP | Union Pacific Corporation | 1.28% | 23.4 | 19.3 | 6.8 | 1.97% | 1.45% |
| TXN | Texas Instruments Incorporated | 1.27% | 42.1 | 27.5 | 13.0 | 2.20% | 0.80% |
| QCOM | QUALCOMM Incorporated | 1.27% | 19.9 | 19.6 | 4.2 | 2.14% | 1.68% |
| PEP | PepsiCo, Inc. | 1.25% | 16.5 | 14.9 | 1.8 | 4.50% | 2.00% |
| GILD | Gilead Sciences, Inc. | 1.25% | — | 15.6 | 6.4 | 2.10% | −0.56% |
| GCP | General Electric Company | 1.21% | — | — | — | — | — |
| COST | Costco Wholesale Corporation | 1.19% | 47.6 | 40.3 | 1.4 | 0.59% | 0.66% |
| TJX | The TJX Companies, Inc. | 1.03% | 27.3 | 24.9 | 2.6 | 1.30% | 1.00% |
| ABBV | AbbVie Inc. | 1.03% | 80.6 | 16.4 | 7.8 | 2.42% | 0.34% |
| APH | Amphenol Corporation | 0.94% | 39.7 | 24.6 | 6.7 | 0.63% | 0.63% |
Share of earnings = the holding's part of the fund's combined trailing profit. Green: earns more than its weight; orange: less. Symbol links go to each company's key metrics.
About DUHP valuation
Adding up its 156 holdings with company data, DUHP trades at 26.2 times trailing earnings and 18.9 times analysts' forward estimates, with a price-to-book ratio of 11.61 and a dividend yield of 1.13%. Its earnings yield of 3.81% is 1.51 percentage points below the 5.33% yield to maturity of the U.S. bond market (AGG).
The ten largest holdings are 44.9% of the fund and earn 42.7% of its combined profit. By sector, Healthcare is the most expensive at 42.0 times earnings and Energy the cheapest at 21.7. Companies that lost money over the past year are 1.5% of the covered weight.
How these figures are calculated. Each ratio treats the fund as one company: the earnings, sales and book value of every holding are added up in proportion to its weight and divided into the fund's price. In practice that is a weighted harmonic mean, so a single stock with a very high P/E cannot distort the result, and loss-making companies reduce the fund's earnings instead of being dropped. Covers 98.5% of the fund's weight (U.S.-listed stocks with company data); company figures as of October 26, 2026.
Related: DUHP chart, DUHP performance, DUHP holdings, DUHP dividends.
DUHP valuation FAQ
What is the P/E ratio of DUHP?
Based on its holdings, DUHP has a trailing P/E of 26.2 and a forward P/E of 18.9 (earnings of all covered holdings combined in proportion to their weights, as of October 26, 2026).
What is the earnings yield of DUHP?
The trailing earnings yield is 3.81% (1 ÷ P/E) and the forward earnings yield 5.28%. For comparison the U.S. bond market (AGG) yields 5.33% to maturity and T-bills about 3.91%.
Is DUHP more expensive than the S&P 500?
DUHP trades at 26.2 times trailing earnings versus 25.9 for the S&P 500 (SPY); on forward estimates the figures are 18.9 and 19.9.
What is the price-to-book ratio of DUHP?
The holdings of DUHP trade at 11.61 times book value, with a combined return on equity of 44.3%.
Which sector in DUHP has the highest P/E?
Healthcare has the highest P/E at 42.0 and Energy the lowest at 21.7.