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Fermata Advisors’s Dynex Capital DX Stock Holding History

Fermata 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 		$283K Buy
25,386
+8,136
+47% +$104K 0.05% 223
2026
Q2 		$226K Buy
+17,250
New +$227K 0.05% 240

Other funds holding DX

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
BCG
BayBridge Capital Group Pleasanton, California $190M AUM 13.08% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
ADBIC
A.D. Beadell Investment Counsel Mequon, Wisconsin $151M AUM 13.87% 1-Year Est. Return
MFG
Mann Financial Group Detroit Lakes, Minnesota $125M AUM 11% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return

Fermata Advisors's DX Position: Q3 2026 in Review

Fermata Advisors increased its Dynex Capital (DX) stake by 47% in Q3 2026, buying an estimated $104K and bringing the position to 25,386 shares worth $283K. The position accounts for 0.05% of the portfolio, ranked #223.

Fermata Advisors first reported a position in DX in Q2 2026 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold DX as of Q3 2026.

  • Fermata Advisors held 25,386 shares of Dynex Capital worth $283K as of Q3 2026.
  • Fermata Advisors bought 8,136 Dynex Capital shares in Q3 2026, an estimated $104K.
  • Dynex Capital made up 0.05% of Fermata Advisors's portfolio in Q3 2026, its #223 holding.
  • Fermata Advisors first reported a position in Dynex Capital in Q2 2026 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held Dynex Capital as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.