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DX

NewEdge Advisors’s Dynex Capital DX Stock Holding History

NewEdge 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
2025
Q2 		– Sell
-100
Closed -$1.3K – 4031
2025
Q1 		$1.3K Hold
100
– – ﹤0.01% 3589
2024
Q4 		$1.26K Buy
+100
New +$1.25K ﹤0.01% 3529
2018
Q4 		– Sell
-20,664
Closed -$396K – 647
2018
Q3 		$396K Buy
+20,664
New +$398K 0.03% 420

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

NewEdge Advisors's DX Position: Q2 2025 in Review

NewEdge Advisors sold out of Dynex Capital (DX) in Q2 2025, closing a stake of 100 shares — an estimated $1.3K sold.

NewEdge Advisors first reported a position in DX in Q3 2018 and held it in 3 quarters. The position peaked at $396K in Q3 2018. 201 funds tracked by Wall St. Rank hold DX as of Q2 2025.

  • NewEdge Advisors reported no remaining Dynex Capital position as of Q2 2025 after selling out during the quarter.
  • NewEdge Advisors sold 100 Dynex Capital shares in Q2 2025, an estimated $1.3K.
  • NewEdge Advisors first reported a position in Dynex Capital in Q3 2018 and held it in 3 quarters.
  • NewEdge Advisors's Dynex Capital position peaked at $396K in Q3 2018.
  • 201 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2025.

Based on NewEdge Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.