MWM
DX

Maridea Wealth Management’s Dynex Capital DX Stock Holding History

Maridea 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
2026
Q2 		$368K Sell
28,065
-805
-3% -$10.6K 0.04% 374
2026
Q1 		$368K Buy
28,870
+174
+0.6% +$2.39K 0.05% 302
2025
Q4 		$402K Buy
+28,696
New +$387K 0.06% 288

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

Maridea Wealth Management's DX Position: Q2 2026 in Review

Maridea Wealth Management reduced its Dynex Capital (DX) stake by 2.8% in Q2 2026, selling an estimated $10.6K and leaving 28,065 shares worth $368K. The position accounts for 0.04% of the portfolio, ranked #374.

Maridea Wealth Management first reported a position in DX in Q4 2025 and has held it in 3 quarters since. The position peaked at $402K in Q4 2025. 289 funds tracked by Wall St. Rank hold DX as of Q2 2026.

  • Maridea Wealth Management held 28,065 shares of Dynex Capital worth $368K as of Q2 2026.
  • Maridea Wealth Management sold 805 Dynex Capital shares in Q2 2026, an estimated $10.6K.
  • Dynex Capital made up 0.04% of Maridea Wealth Management's portfolio in Q2 2026, its #374 holding.
  • Maridea Wealth Management first reported a position in Dynex Capital in Q4 2025 and has held it in 3 quarters since.
  • Maridea Wealth Management's Dynex Capital position peaked at $402K in Q4 2025.
  • 289 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.