Lido Advisors’s Dynex Capital DX Stock Holding History

Lido Advisors’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	$625K	Sell	47,082 -62,686	-57%	-$825K	﹤0.01%	1342
2026 Q1	$1.42M	Buy	109,768 +56,026	+104%	+$770K	﹤0.01%	817
2025 Q4	$670K	Buy	53,742 +421	+0.8%	+$5.68K	﹤0.01%	1180
2025 Q3	$664K	Buy	53,321 +1,179	+2%	+$14.8K	﹤0.01%	1114
2025 Q2	$646K	Hold	52,142	–	–	﹤0.01%	1015
2025 Q1	$688K	Buy	52,142 +2	+0%	+$27	﹤0.01%	912
2024 Q4	$660K	Hold	52,140	–	–	﹤0.01%	916
2024 Q3	$665K	Hold	52,140	–	–	﹤0.01%	855
2024 Q2	$629K	Sell	52,140 -15,000	-22%	-$180K	﹤0.01%	849
2024 Q1	$845K	Hold	67,140	–	–	0.01%	728
2023 Q4	$849K	Buy	+67,140	New	+$768K	0.01%	673

Other funds holding DX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lido Advisors's DX Position: Q2 2026 in Review

Lido Advisors reduced its Dynex Capital (DX) stake by 57% in Q2 2026, selling an estimated $825K and leaving 47,082 shares worth $625K. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

Lido Advisors first reported a position in DX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.42M in Q1 2026. 289 funds tracked by Wall St. Rank hold DX as of Q2 2026.

Lido Advisors held 47,082 shares of Dynex Capital worth $625K as of Q2 2026.
Lido Advisors sold 62,686 Dynex Capital shares in Q2 2026, an estimated $825K.
Dynex Capital made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1342 holding.
Lido Advisors first reported a position in Dynex Capital in Q4 2023 and has held it in 11 quarters since.
Lido Advisors's Dynex Capital position peaked at $1.42M in Q1 2026.
289 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.