CA
DX

Clearstead Advisors’s Dynex Capital DX Stock Holding History

Clearstead 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 		$984 Buy
+75
New +$987 ﹤0.01% 2695
2025
Q4 		– Sell
-821
Closed -$10.1K – 2891
2025
Q3 		$10.1K Buy
821
+1
+0.1% +$13 ﹤0.01% 1929
2025
Q2 		$10K Buy
+820
New +$9.95K ﹤0.01% 1891

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 $3.37T AUM 44.26% 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

Clearstead Advisors's DX Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Dynex Capital (DX) in Q2 2026: 75 shares worth $984. The stake represents ﹤0.01% of the portfolio and ranks #2695 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in DX as recently as Q3 2025.

Clearstead Advisors first reported a position in DX in Q2 2025 and has held it in 3 quarters since. The position peaked at $10.1K in Q3 2025. 289 funds tracked by Wall St. Rank hold DX as of Q2 2026.

  • Clearstead Advisors held 75 shares of Dynex Capital worth $984 as of Q2 2026.
  • Dynex Capital was a new Clearstead Advisors position in Q2 2026.
  • Dynex Capital made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2695 holding.
  • Clearstead Advisors first reported a position in Dynex Capital in Q2 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Dynex Capital position peaked at $10.1K in Q3 2025.
  • 289 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.