Institute for Wealth Management’s Dynex Capital DX Stock Holding History

Institute for 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	$16.4K	Buy	+1,250	New	+$16.4K	﹤0.01%	1189

Other funds holding DX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Institute for Wealth Management's DX Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Dynex Capital (DX) in Q2 2026: 1,250 shares worth $16.4K. The stake represents ﹤0.01% of the portfolio and ranks #1189 among its holdings.

124 funds tracked by Wall St. Rank hold DX as of Q2 2026.

Institute for Wealth Management held 1,250 shares of Dynex Capital worth $16.4K as of Q2 2026.
Dynex Capital was a new Institute for Wealth Management position in Q2 2026.
Dynex Capital made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1189 holding.
124 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.