Farther Finance Advisors’s Dynex Capital DX Stock Holding History

Farther Finance 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 Q3	$12.5K	Sell	1,126 -93,375	-99%	-$1.19M	﹤0.01%	4476
2026 Q2	$1.24M	Sell	94,501 -9,065	-9%	-$119K	0.01%	972
2026 Q1	$1.32M	Buy	103,566 +103,255	+33,201%	+$1.42M	0.01%	830
2025 Q4	$4.36K	Buy	311 +105	+51%	+$1.42K	﹤0.01%	4384
2025 Q3	$2.53K	Buy	206 +64	+45%	+$801	﹤0.01%	4051
2025 Q2	$1.74K	Buy	+142	New	+$1.72K	﹤0.01%	3747
2025 Q1	–	Sell	-274	Closed	-$3.46K	–	4302
2024 Q4	$3.46K	Buy	274 +124	+83%	+$1.54K	﹤0.01%	2815
2024 Q3	$1.91K	Hold	150	–	–	﹤0.01%	3010
2024 Q2	$1.76K	Buy	+150	New	+$1.8K	﹤0.01%	2846

Other funds holding DX

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

NPPM

North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors's DX Position: Q3 2026 in Review

Farther Finance Advisors reduced its Dynex Capital (DX) stake by 99% in Q3 2026, selling an estimated $1.19M and leaving 1,126 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4476.

Farther Finance Advisors first reported a position in DX in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.32M in Q1 2026. 12 funds tracked by Wall St. Rank hold DX as of Q3 2026.

Farther Finance Advisors held 1,126 shares of Dynex Capital worth $12.5K as of Q3 2026.
Farther Finance Advisors sold 93,375 Dynex Capital shares in Q3 2026, an estimated $1.19M.
Dynex Capital made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4476 holding.
Farther Finance Advisors first reported a position in Dynex Capital in Q2 2024 and has held it in 9 quarters since.
Farther Finance Advisors's Dynex Capital position peaked at $1.32M in Q1 2026.
12 funds tracked by Wall St. Rank held Dynex Capital as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.