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Aventura Private Wealth’s Dynex Capital DX Stock Holding History

Aventura Private Wealth’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
2026
Q2 		$13.1K Hold
1,000
– – ﹤0.01% 550
2026
Q1 		$12.8K Hold
1,000
– – ﹤0.01% 513
2025
Q4 		$14K Sell
1,000
-1,134
-53% -$15.3K 0.01% 470
2025
Q3 		$26.2K Hold
2,134
– – 0.01% 369
2025
Q2 		$26.1K Hold
2,134
– – 0.01% 345
2025
Q1 		$27.8K Hold
2,134
– – 0.01% 320
2024
Q4 		$27K Buy
+2,134
New +$26.6K 0.01% 317

Other funds holding DX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 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 $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Aventura Private Wealth's DX Position: Q2 2026 in Review

Aventura Private Wealth held its Dynex Capital (DX) position steady in Q2 2026 at 1,000 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Aventura Private Wealth first reported a position in DX in Q4 2024 and has held it in 7 quarters since. The position peaked at $27.8K in Q1 2025. 288 funds tracked by Wall St. Rank hold DX as of Q2 2026.

  • Aventura Private Wealth held 1,000 shares of Dynex Capital worth $13.1K as of Q2 2026.
  • Aventura Private Wealth left its Dynex Capital share count unchanged in Q2 2026.
  • Dynex Capital made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #550 holding.
  • Aventura Private Wealth first reported a position in Dynex Capital in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Dynex Capital position peaked at $27.8K in Q1 2025.
  • 288 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.