LRWM
DX

Lord & Richards Wealth Management’s Dynex Capital DX Stock Holding History

Lord & Richards Wealth Management’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
2025
Q2 		– Sell
-147
Closed -$1.91K – 76
2025
Q1 		$1.91K Buy
+147
New +$1.97K ﹤0.01% 154

Other funds holding DX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Lord & Richards Wealth Management's DX Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of Dynex Capital (DX) in Q2 2025, closing a stake of 147 shares — an estimated $1.91K sold.

Lord & Richards Wealth Management first reported a position in DX in Q1 2025 and held it in 1 quarter. The position peaked at $1.91K in Q1 2025. 201 funds tracked by Wall St. Rank hold DX as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining Dynex Capital position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 147 Dynex Capital shares in Q2 2025, an estimated $1.91K.
  • Lord & Richards Wealth Management first reported a position in Dynex Capital in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's Dynex Capital position peaked at $1.91K in Q1 2025.
  • 201 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.