FAI
DX

Fiduciary Advisors Inc’s Dynex Capital DX Stock Holding History

Fiduciary Advisors 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
2025
Q3 		– Sell
-136
Closed -$1.66K – 100
2025
Q2 		$1.66K Hold
136
– – ﹤0.01% 89
2025
Q1 		$1.77K Hold
136
– – ﹤0.01% 89
2024
Q4 		$1.72K Buy
+136
New +$1.7K ﹤0.01% 93

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fiduciary Advisors Inc's DX Position: Q3 2025 in Review

Fiduciary Advisors Inc sold out of Dynex Capital (DX) in Q3 2025, closing a stake of 136 shares — an estimated $1.66K sold.

Fiduciary Advisors Inc first reported a position in DX in Q4 2024 and held it in 3 quarters. The position peaked at $1.77K in Q1 2025. 212 funds tracked by Wall St. Rank hold DX as of Q3 2025.

  • Fiduciary Advisors Inc reported no remaining Dynex Capital position as of Q3 2025 after selling out during the quarter.
  • Fiduciary Advisors Inc sold 136 Dynex Capital shares in Q3 2025, an estimated $1.66K.
  • Fiduciary Advisors Inc first reported a position in Dynex Capital in Q4 2024 and held it in 3 quarters.
  • Fiduciary Advisors Inc's Dynex Capital position peaked at $1.77K in Q1 2025.
  • 212 funds tracked by Wall St. Rank held Dynex Capital as of Q3 2025.

Based on Fiduciary Advisors Inc's 13F filing for Q3 2025, filed 14 Oct 2025.