U.S. High Relative Profitability Portfolio Institutional Class
DURPX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Santa Monica CA 90401 Santa Monica CA United States of America 90401
- IPO Date
- May 16, 2017
- CIK
- 0000355437
- Website
- dimensional.com
- Similar Companies
- Business
- U.S. High Relative Profitability Portfolio Institutional Class (DURPX) is an open-end mutual fund that seeks long-term capital appreciation by investing at least 80% of its net assets in a broad and diverse group of readily marketable securities of large U.S. companies exhibiting high relative profitability compared to other large cap U.S. firms at the time of purchase. The portfolio primarily targets equity securities across sectors such as technology, healthcare, financial services, consumer cyclical, and communication services, with top holdings including NVIDIA Corp., Apple Inc., Visa Inc., Microsoft Corp., and Eli Lilly and Co.; it may also invest in ETFs for U.S. stock market exposure, lend portfolio securities for additional income, and hold limited cash or non-U.S. stocks. Managed by Dimensional Fund Advisors LP (DFA), founded in 1981 and headquartered in Austin, Texas, the fund operates within the large blend category, serving institutional investors with a focus on systematic, research-driven strategies; net assets stand at approximately $5.92 billion as of late 2025. DFA's portfolio management team for DURPX includes Jed S. Fogdall as lead manager since inception in May 2017, alongside Lukas J. Smart, Joel P. Schneider, John Hertzer, and Allen Pu. In recent developments, DFA received U.S. Securities and Exchange Commission approval in November 2025 to launch ETF share classes for 13 mutual funds, including potential expansions related to core equity portfolios like those underlying DURPX strategies, signaling a strategic shift toward hybrid mutual fund-ETF structures amid $190 billion in associated assets; additionally, DFA partnered with Prudential and FIDx in early 2025 for annuity product integrations and launched UCITS ETFs in Europe with State Street support in December 2025.