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Global Retirement Partners’s Dynex Capital DX Stock Holding History

Global Retirement Partners’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
Q2 		$109K Buy
+8,290
New +$109K ﹤0.01% 1997
2025
Q4 		$385K Buy
27,469
+253
+0.9% +$3.42K 0.01% 1098
2025
Q3 		$334K Buy
27,216
+164
+0.6% +$2.05K 0.01% 934
2025
Q2 		$331K Buy
+27,052
New +$328K 0.01% 881
2024
Q4 		$6.33K Hold
500
– – ﹤0.01% 2577
2024
Q3 		$6.38K Hold
500
– – ﹤0.01% 2456
2024
Q2 		$5.97K Buy
+500
New +$6.01K ﹤0.01% 2536

Other funds holding DX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Global Retirement Partners's DX Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Dynex Capital (DX) in Q2 2026: 8,290 shares worth $109K. The stake represents ﹤0.01% of the portfolio and ranks #1997 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in DX as recently as Q4 2025.

Global Retirement Partners first reported a position in DX in Q2 2024 and has held it in 7 quarters since. The position peaked at $385K in Q4 2025. 288 funds tracked by Wall St. Rank hold DX as of Q2 2026.

  • Global Retirement Partners held 8,290 shares of Dynex Capital worth $109K as of Q2 2026.
  • Dynex Capital was a new Global Retirement Partners position in Q2 2026.
  • Dynex Capital made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1997 holding.
  • Global Retirement Partners first reported a position in Dynex Capital in Q2 2024 and has held it in 7 quarters since.
  • Global Retirement Partners's Dynex Capital position peaked at $385K in Q4 2025.
  • 288 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.