IFG
DX

Independent Financial Group’s Dynex Capital DX Stock Holding History

Independent Financial Group’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 		$321K Buy
24,495
+988
+4% +$13K 0.01% 1207
2026
Q1 		$300K Buy
23,507
+1,774
+8% +$24.4K 0.01% 1159
2025
Q4 		$304K Buy
+21,733
New +$293K 0.01% 1143

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

Independent Financial Group's DX Position: Q2 2026 in Review

Independent Financial Group increased its Dynex Capital (DX) stake by 4.2% in Q2 2026, buying an estimated $13K and bringing the position to 24,495 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #1207.

Independent Financial Group 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.

  • Independent Financial Group held 24,495 shares of Dynex Capital worth $321K as of Q2 2026.
  • Independent Financial Group bought 988 Dynex Capital shares in Q2 2026, an estimated $13K.
  • Dynex Capital made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1207 holding.
  • Independent Financial Group 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 Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.