MSFP
DX

Mark Sheptoff Financial Planning’s Dynex Capital DX Stock Holding History

Mark Sheptoff Financial Planning’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 		$43.3K Hold
3,300
– – 0.02% 196
2026
Q1 		$44K Buy
3,300
+3,000
+1,000% +$41.3K 0.02% 190
2025
Q4 		$4.2K Buy
+300
New +$4.05K ﹤0.01% 448

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

Mark Sheptoff Financial Planning's DX Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Dynex Capital (DX) position steady in Q2 2026 at 3,300 shares worth $43.3K. The position accounts for 0.02% of the portfolio, ranked #196.

Mark Sheptoff Financial Planning first reported a position in DX in Q4 2025 and has held it in 3 quarters since. The position peaked at $44K in Q1 2026. 288 funds tracked by Wall St. Rank hold DX as of Q2 2026.

  • Mark Sheptoff Financial Planning held 3,300 shares of Dynex Capital worth $43.3K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Dynex Capital share count unchanged in Q2 2026.
  • Dynex Capital made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #196 holding.
  • Mark Sheptoff Financial Planning first reported a position in Dynex Capital in Q4 2025 and has held it in 3 quarters since.
  • Mark Sheptoff Financial Planning's Dynex Capital position peaked at $44K in Q1 2026.
  • 288 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.