AWS
DX

Atria Wealth Solutions’s Dynex Capital DX Stock Holding History

Atria Wealth Solutions’s Portfolio DX Stock Details DX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-15,050
Closed -$199K – 1570
2025
Q1 		$199K Buy
15,050
+43
+0.3% +$576 ﹤0.01% 1722
2024
Q4 		$190K Buy
15,007
+137
+0.9% +$1.71K ﹤0.01% 1845
2024
Q3 		$192K Sell
14,870
-1,072
-7% -$13.2K ﹤0.01% 1803
2024
Q2 		$192K Buy
15,942
+2,772
+21% +$33.3K ﹤0.01% 1794
2024
Q1 		$166K Buy
13,170
+67
+0.5% +$831 ﹤0.01% 1850
2023
Q4 		$166K Buy
13,103
+803
+7% +$9.19K ﹤0.01% 1808
2023
Q3 		$149K Sell
12,300
-800
-6% -$10.1K ﹤0.01% 1747
2023
Q2 		$167K Buy
+13,100
New +$153K ﹤0.01% 1740

Other funds holding DX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Atria Wealth Solutions's DX Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Dynex Capital (DX) in Q2 2025, closing a stake of 15,050 shares — an estimated $199K sold.

Atria Wealth Solutions first reported a position in DX in Q2 2023 and held it in 8 quarters. The position peaked at $199K in Q1 2025. 201 funds tracked by Wall St. Rank hold DX as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Dynex Capital position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 15,050 Dynex Capital shares in Q2 2025, an estimated $199K.
  • Atria Wealth Solutions first reported a position in Dynex Capital in Q2 2023 and held it in 8 quarters.
  • Atria Wealth Solutions's Dynex Capital position peaked at $199K in Q1 2025.
  • 201 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.