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 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

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

BCG

BayBridge Capital Group Pleasanton, California $192M AUM 24.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Advisors's DX Position: Q2 2026 in Review

Cambridge Advisors increased its Dynex Capital (DX) stake by 3.9% in Q2 2026, buying an estimated $12K and bringing the position to 24,311 shares worth $319K. The position accounts for 0.05% of the portfolio, ranked #155.

Cambridge Advisors first reported a position in DX in Q1 2023 and has held it in 14 quarters since. The position peaked at $322K in Q4 2025. 30 funds tracked by Wall St. Rank hold DX as of Q2 2026.

Cambridge Advisors held 24,311 shares of Dynex Capital worth $319K as of Q2 2026.
Cambridge Advisors bought 910 Dynex Capital shares in Q2 2026, an estimated $12K.
Dynex Capital made up 0.05% of Cambridge Advisors's portfolio in Q2 2026, its #155 holding.
Cambridge Advisors first reported a position in Dynex Capital in Q1 2023 and has held it in 14 quarters since.
Cambridge Advisors's Dynex Capital position peaked at $322K in Q4 2025.
30 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.