Carson Wealth (CWM LLC)
DX

Carson Wealth (CWM LLC)’s Dynex Capital DX Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$207K Buy
16,187
+1,930
+14% +$26.5K ﹤0.01% 2712
2025
Q4 		$200K Buy
14,257
+7,938
+126% +$107K ﹤0.01% 2578
2025
Q3 		$78K Buy
6,319
+3,855
+156% +$48.3K ﹤0.01% 3167
2025
Q2 		$30K Sell
2,464
-690
-22% -$8.37K ﹤0.01% 3641
2025
Q1 		$41K Buy
3,154
+2,306
+272% +$30.9K ﹤0.01% 3137
2024
Q4 		$11K Buy
848
+669
+374% +$8.34K ﹤0.01% 3804
2024
Q3 		$2K Sell
179
-233
-57% -$2.88K ﹤0.01% 4375
2024
Q2 		$5K Buy
412
+39
+10% +$469 ﹤0.01% 3853
2024
Q1 		$5K Sell
373
-140
-27% -$1.74K ﹤0.01% 3643
2023
Q4 		$6K Buy
513
+388
+310% +$4.44K ﹤0.01% 3411
2023
Q3 		$1K Hold
125
– – ﹤0.01% 3961
2023
Q2 		$2K Sell
125
-76
-38% -$888 ﹤0.01% 3780
2023
Q1 		$2K Hold
201
– – ﹤0.01% 3636
2022
Q4 		$3K Buy
+201
New +$2.49K ﹤0.01% 3397
2022
Q3 		– Sell
-25
Closed – – 3969
2022
Q2 		$0 Sell
25
-146
-85% -$2.32K ﹤0.01% 3857
2022
Q1 		$3K Buy
171
+25
+17% +$404 ﹤0.01% 3019
2021
Q4 		$2K Buy
+146
New +$2.53K ﹤0.01% 3107

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
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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Dynex Capital (DX) stake by 14% in Q1 2026, buying an estimated $26.5K and bringing the position to 16,187 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #2712.

Carson Wealth (CWM LLC) first reported a position in DX in Q4 2021 and has held it in 17 quarters since. 267 funds tracked by Wall St. Rank hold DX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 16,187 shares of Dynex Capital worth $207K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,930 Dynex Capital shares in Q1 2026, an estimated $26.5K.
  • Dynex Capital made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2712 holding.
  • Carson Wealth (CWM LLC) first reported a position in Dynex Capital in Q4 2021 and has held it in 17 quarters since.
  • 267 funds tracked by Wall St. Rank held Dynex Capital as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.