IWC
DX

Integrated Wealth Concepts’s Dynex Capital DX Stock Holding History

Integrated Wealth Concepts’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 		$41.9K Buy
+3,195
New +$42K ﹤0.01% 3499

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

Integrated Wealth Concepts's DX Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Dynex Capital (DX) in Q2 2026: 3,195 shares worth $41.9K. The stake represents ﹤0.01% of the portfolio and ranks #3499 among its holdings.

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

  • Integrated Wealth Concepts held 3,195 shares of Dynex Capital worth $41.9K as of Q2 2026.
  • Dynex Capital was a new Integrated Wealth Concepts position in Q2 2026.
  • Dynex Capital made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3499 holding.
  • 289 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.