FORA Capital’s Dynex Capital DX Stock Holding History

FORA Capital’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 Q2	–	Sell	-11,504	Closed	-$150K	–	555
2025 Q1	$150K	Buy	+11,504	New	+$154K	0.02%	454
2023 Q2	–	Sell	-16,334	Closed	-$198K	–	420
2023 Q1	$198K	Buy	+16,334	New	+$218K	0.02%	489
2021 Q1	–	Sell	-3,469	Closed	-$62K	–	853
2020 Q4	$62K	Buy	+3,469	New	+$59.3K	0.01%	746
2020 Q2	–	Sell	-6,477	Closed	-$68K	–	1005
2020 Q1	$68K	Buy	+6,477	New	+$107K	0.01%	704

Other funds holding DX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

FORA Capital's DX Position: Q2 2025 in Review

FORA Capital sold out of Dynex Capital (DX) in Q2 2025, closing a stake of 11,504 shares — an estimated $150K sold.

FORA Capital first reported a position in DX in Q1 2020 and held it in 4 quarters. The position peaked at $198K in Q1 2023. 201 funds tracked by Wall St. Rank hold DX as of Q2 2025.

FORA Capital reported no remaining Dynex Capital position as of Q2 2025 after selling out during the quarter.
FORA Capital sold 11,504 Dynex Capital shares in Q2 2025, an estimated $150K.
FORA Capital first reported a position in Dynex Capital in Q1 2020 and held it in 4 quarters.
FORA Capital's Dynex Capital position peaked at $198K in Q1 2023.
201 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2025.

Based on FORA Capital's 13F filing for Q2 2025, filed 13 Aug 2025.