FPI
DX

Financial Plan Inc’s Dynex Capital DX Stock Holding History

Financial Plan 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
2026
Q1 		– Sell
-12,500
Closed -$175K – 96
2025
Q4 		$175K Buy
+12,500
New +$169K 0.02% 85

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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 $89.9B AUM 20.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B 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 $124B AUM 33.93% 1-Year Est. Return

Financial Plan Inc's DX Position: Q1 2026 in Review

Financial Plan Inc sold out of Dynex Capital (DX) in Q1 2026, closing a stake of 12,500 shares — an estimated $175K sold.

Financial Plan Inc first reported a position in DX in Q4 2025 and held it in 1 quarter. The position peaked at $175K in Q4 2025. 266 funds tracked by Wall St. Rank hold DX as of Q1 2026.

  • Financial Plan Inc reported no remaining Dynex Capital position as of Q1 2026 after selling out during the quarter.
  • Financial Plan Inc sold 12,500 Dynex Capital shares in Q1 2026, an estimated $175K.
  • Financial Plan Inc first reported a position in Dynex Capital in Q4 2025 and held it in 1 quarter.
  • Financial Plan Inc's Dynex Capital position peaked at $175K in Q4 2025.
  • 266 funds tracked by Wall St. Rank held Dynex Capital as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.