KFP
DX

Kerr Financial Planning’s Dynex Capital DX Stock Holding History

Kerr Financial Planning’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 		$5.87K Buy
448
+11
+3% +$145 0.01% 422
2026
Q1 		$6K Buy
437
+209
+92% +$2.87K ﹤0.01% 406
2025
Q4 		$3.19K Buy
228
+8
+4% +$108 ﹤0.01% 434
2025
Q3 		$2.99K Buy
+220
New +$2.75K ﹤0.01% 451

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

Kerr Financial Planning's DX Position: Q2 2026 in Review

Kerr Financial Planning increased its Dynex Capital (DX) stake by 2.5% in Q2 2026, buying an estimated $145 and bringing the position to 448 shares worth $5.87K. The position accounts for 0.01% of the portfolio, ranked #422.

Kerr Financial Planning first reported a position in DX in Q3 2025 and has held it in 4 quarters since. The position peaked at $6K in Q1 2026. 288 funds tracked by Wall St. Rank hold DX as of Q2 2026.

  • Kerr Financial Planning held 448 shares of Dynex Capital worth $5.87K as of Q2 2026.
  • Kerr Financial Planning bought 11 Dynex Capital shares in Q2 2026, an estimated $145.
  • Dynex Capital made up 0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #422 holding.
  • Kerr Financial Planning first reported a position in Dynex Capital in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Dynex Capital position peaked at $6K in Q1 2026.
  • 288 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.