Cambridge Advisors’s Dynex Capital DX Stock Holding History

Cambridge Advisors’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 Q3	$282K	Buy	25,311 +1,000	+4%	+$12.7K	0.05%	163
2026 Q2	$319K	Buy	24,311 +910	+4%	+$12K	0.05%	155
2026 Q1	$299K	Buy	23,401 +400	+2%	+$5.5K	0.06%	155
2025 Q4	$322K	Buy	23,001 +26	+0.1%	+$351	0.06%	145
2025 Q3	$282K	Buy	22,975 +1,975	+9%	+$24.7K	0.06%	150
2025 Q2	$257K	Buy	21,000 +1,896	+10%	+$23K	0.05%	157
2025 Q1	$249K	Buy	19,104 +704	+4%	+$9.44K	0.05%	160
2024 Q4	$233K	Buy	18,400 +1,300	+8%	+$16.2K	0.05%	160
2024 Q3	$218K	Buy	17,100 +100	+0.6%	+$1.24K	0.05%	168
2024 Q2	$203K	Sell	17,000 -1,000	-6%	-$12K	0.05%	165
2024 Q1	$224K	Buy	18,000 +1,000	+6%	+$12.4K	0.05%	160
2023 Q4	$213K	Hold	17,000	–	–	0.05%	160
2023 Q3	$203K	Buy	17,000 +400	+2%	+$5.07K	0.05%	162
2023 Q2	$209K	Buy	16,600 +1,500	+10%	+$17.5K	0.05%	160
2023 Q1	$183K	Buy	+15,100	New	+$202K	0.05%	176

Other funds holding DX

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

BCG

BayBridge Capital Group Pleasanton, California $190M AUM 13.08% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

ADBIC

A.D. Beadell Investment Counsel Mequon, Wisconsin $151M AUM 13.87% 1-Year Est. Return

MFG

Mann Financial Group Detroit Lakes, Minnesota $125M AUM 11% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.83% 1-Year Est. Return

Cambridge Advisors's DX Position: Q3 2026 in Review

Cambridge Advisors increased its Dynex Capital (DX) stake by 4.1% in Q3 2026, buying an estimated $12.7K and bringing the position to 25,311 shares worth $282K. The position accounts for 0.05% of the portfolio, ranked #163.

Cambridge Advisors first reported a position in DX in Q1 2023 and has held it in 15 quarters since. The position peaked at $322K in Q4 2025. 37 funds tracked by Wall St. Rank hold DX as of Q3 2026.

Cambridge Advisors held 25,311 shares of Dynex Capital worth $282K as of Q3 2026.
Cambridge Advisors bought 1,000 Dynex Capital shares in Q3 2026, an estimated $12.7K.
Dynex Capital made up 0.05% of Cambridge Advisors's portfolio in Q3 2026, its #163 holding.
Cambridge Advisors first reported a position in Dynex Capital in Q1 2023 and has held it in 15 quarters since.
Cambridge Advisors's Dynex Capital position peaked at $322K in Q4 2025.
37 funds tracked by Wall St. Rank held Dynex Capital as of Q3 2026.

Based on Cambridge Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.