IWM
DX

IMG Wealth Management’s Dynex Capital DX Stock Holding History

IMG Wealth Management’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 		$143K Buy
10,895
+7,485
+220% +$98.5K 0.08% 134
2026
Q1 		$43.5K Buy
3,410
+1,222
+56% +$16.8K 0.03% 181
2025
Q4 		$30.7K Buy
+2,188
New +$29.5K 0.02% 198

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 $3.37T AUM 44.26% 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

IMG Wealth Management's DX Position: Q2 2026 in Review

IMG Wealth Management increased its Dynex Capital (DX) stake by 220% in Q2 2026, buying an estimated $98.5K and bringing the position to 10,895 shares worth $143K. The position accounts for 0.08% of the portfolio, ranked #134.

IMG Wealth Management first reported a position in DX in Q4 2025 and has held it in 3 quarters since. 289 funds tracked by Wall St. Rank hold DX as of Q2 2026.

  • IMG Wealth Management held 10,895 shares of Dynex Capital worth $143K as of Q2 2026.
  • IMG Wealth Management bought 7,485 Dynex Capital shares in Q2 2026, an estimated $98.5K.
  • Dynex Capital made up 0.08% of IMG Wealth Management's portfolio in Q2 2026, its #134 holding.
  • IMG Wealth Management first reported a position in Dynex Capital in Q4 2025 and has held it in 3 quarters since.
  • 289 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.