BLUX vs DFAU

BLUXABluemonte Dynamic Total Market ETF

DFAUADimensional US Core Equity Market ETF

In short

BLUX An active fund that buys ETFs, not stocks: Bluemonte dials broad U.S. market exposure across large, mid and small caps, with an international slice, from a short list of building-block funds.

DFAU Active management priced like an index fund. Dimensional spreads across roughly 2,400 US stocks, then tilts the weights toward value, profitability and momentum instead of simply mirroring the Russell 3000.

Stated mandate

BLUX The Fund seeks capital growth through an actively managed portfolio of ETFs that provides broad market exposure, primarily to U.S. companies across market capitalizations.

DFAU Seeks long-term capital appreciation. It uses an integrated research, portfolio-design, management, and trading process to build a broadly diversified portfolio of U.S. companies while balancing long-term return drivers, risk, shorter-term considerations, and trading costs.

Why people hold it

• BLUX Cost is 0.23% net of a waiver running through August 31, 2027 (0.28% gross), below the median fee for active U.S. equity funds.
• Active without the stock picking: the manager shifts weights among broad ETFs, so no single company carries the portfolio.
• One ticker covers U.S. companies across market caps plus international exposure, per the prospectus.
• Sits in the upper tier of its active U.S. equity peer group, with cost a big part of why.

• DFAU Charges 0.12% a year, well under the 0.65% median for active US equity funds and the cheapest of the top-graded names in its group (AVLC, DFAC, FELC).
• Holds roughly 2,400 US companies, so no single name steers the fund. Whole-market coverage, not a concentrated bet.
• Active without the stock-picking drama: it leans weights toward value, profitability and momentum, using the Russell 3000 as its reference point rather than a rigid rulebook.
• A multi-billion-dollar fund that trades actively, and one of the strongest overall implementations in its active US equity peer group.

Worth knowing

• BLUX Young fund, listed in June 2025, so the track record is short and the risk picture rests on about a year of data.
• A fund of ETFs adds a management layer on top of the funds it owns; cheaper core peers like DFAU (0.12%) and AVLC (0.15%) skip that layer.
• It trades lightly for its category, so spreads can be wider than its asset base suggests.

• DFAU Those tilts cut both ways: results can drift from a plain Russell 3000 fund for long stretches, in either direction.
• No published index behind it. The trade-off for flexibility is that you're buying Dimensional's process, not a public set of rules you can check line by line.
• Distributions land quarterly, not monthly, and the mandate is long-term capital appreciation rather than income.

Full BLUX profile⁠

Full DFAU profile⁠