LFG
DX

Larson Financial Group’s Dynex Capital DX Stock Holding History

Larson 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 		$66.8K Buy
5,097
+3,498
+219% +$46K ﹤0.01% 1388
2026
Q1 		$20.4K Buy
1,599
+1,050
+191% +$14.4K ﹤0.01% 1836
2025
Q4 		$7.69K Hold
549
– – ﹤0.01% 2263
2025
Q3 		$6.75K Buy
+549
New +$6.87K ﹤0.01% 2227
2023
Q4 		– Sell
-66
Closed -$788 – 1830
2023
Q3 		$788 Buy
+66
New +$837 ﹤0.01% 1527

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

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

Larson Financial Group increased its Dynex Capital (DX) stake by 219% in Q2 2026, buying an estimated $46K and bringing the position to 5,097 shares worth $66.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

Larson Financial Group first reported a position in DX in Q3 2023 and has held it in 5 quarters since. 289 funds tracked by Wall St. Rank hold DX as of Q2 2026.

  • Larson Financial Group held 5,097 shares of Dynex Capital worth $66.8K as of Q2 2026.
  • Larson Financial Group bought 3,498 Dynex Capital shares in Q2 2026, an estimated $46K.
  • Dynex Capital made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1388 holding.
  • Larson Financial Group first reported a position in Dynex Capital in Q3 2023 and has held it in 5 quarters since.
  • 289 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.