Lido Advisors

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 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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Qube Research & Technologies (QRT)

Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Balyasny Asset Management

Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return