EWA
DX

EverSource Wealth Advisors’s Dynex Capital DX Stock Holding History

EverSource Wealth 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
Q1 		$91.6K Buy
7,181
+63
+0.9% +$866 ﹤0.01% 1483
2025
Q4 		$99.7K Buy
7,118
+4,792
+206% +$64.7K ﹤0.01% 1311
2025
Q3 		$28.6K Buy
2,326
+515
+28% +$6.45K ﹤0.01% 2098
2025
Q2 		$22.1K Buy
1,811
+1,380
+320% +$16.7K ﹤0.01% 2212
2025
Q1 		$5.61K Sell
431
-138
-24% -$1.85K ﹤0.01% 2437
2024
Q4 		$7.2K Buy
+569
New +$7.09K ﹤0.01% 2164
2023
Q3 		– Sell
-288
Closed -$3.63K – 2549
2023
Q2 		$3.63K Buy
+288
New +$3.37K ﹤0.01% 1849

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VCM
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Geode Capital Management
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State Street
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Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return