Ethic Inc’s Dynex Capital DX Stock Holding History

Ethic Inc’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	–	Sell	-16,227	Closed	-$207K	–	1379
2026 Q1	$207K	Buy	16,227 +1,797	+12%	+$24.7K	﹤0.01%	1150
2025 Q4	$202K	Buy	14,430 +4,140	+40%	+$55.9K	﹤0.01%	1133
2025 Q3	$126K	Buy	+10,290	New	+$129K	﹤0.01%	1140

Other funds holding DX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ethic Inc's DX Position: Q2 2026 in Review

Ethic Inc sold out of Dynex Capital (DX) in Q2 2026, closing a stake of 16,227 shares — an estimated $207K sold.

Ethic Inc first reported a position in DX in Q3 2025 and held it in 3 quarters. The position peaked at $207K in Q1 2026. 288 funds tracked by Wall St. Rank hold DX as of Q2 2026.

Ethic Inc reported no remaining Dynex Capital position as of Q2 2026 after selling out during the quarter.
Ethic Inc sold 16,227 Dynex Capital shares in Q2 2026, an estimated $207K.
Ethic Inc first reported a position in Dynex Capital in Q3 2025 and held it in 3 quarters.
Ethic Inc's Dynex Capital position peaked at $207K in Q1 2026.
288 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.