FCM
DX

Family Capital Management’s Dynex Capital DX Stock Holding History

Family Capital Management’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
2024
Q4 		– Sell
-11,327
Closed -$145K – 71
2024
Q3 		$145K Buy
11,327
+64
+0.6% +$790 0.09% 68
2024
Q2 		$134K Sell
11,263
-6,557
-37% -$78.8K 0.09% 66
2024
Q1 		$222K Sell
17,820
-1,154
-6% -$14.3K 0.15% 64
2023
Q4 		$238K Sell
18,974
-22,845
-55% -$261K 0.17% 63
2023
Q3 		$499K Buy
41,819
+475
+1% +$6.03K 0.33% 40
2023
Q2 		$521K Buy
41,344
+58
+0.1% +$678 0.32% 37
2023
Q1 		$500K Sell
41,286
-421
-1% -$5.63K 0.22% 36
2022
Q4 		$531K Buy
+41,707
New +$516K 0.35% 36

Other funds holding DX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MIIM
Mesirow Institutional Investment Management Chicago, Illinois $1.3B AUM 26.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Family Capital Management's DX Position: Q4 2024 in Review

Family Capital Management sold out of Dynex Capital (DX) in Q4 2024, closing a stake of 11,327 shares — an estimated $145K sold.

Family Capital Management first reported a position in DX in Q4 2022 and held it in 8 quarters. The position peaked at $531K in Q4 2022. 182 funds tracked by Wall St. Rank hold DX as of Q4 2024.

  • Family Capital Management reported no remaining Dynex Capital position as of Q4 2024 after selling out during the quarter.
  • Family Capital Management sold 11,327 Dynex Capital shares in Q4 2024, an estimated $145K.
  • Family Capital Management first reported a position in Dynex Capital in Q4 2022 and held it in 8 quarters.
  • Family Capital Management's Dynex Capital position peaked at $531K in Q4 2022.
  • 182 funds tracked by Wall St. Rank held Dynex Capital as of Q4 2024.

Based on Family Capital Management's 13F filing for Q4 2024, filed 30 Jan 2025.