PP
DX

PDS Planning’s Dynex Capital DX Stock Holding History

PDS 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 		$596K Buy
45,450
+18,536
+69% +$244K 0.03% 264
2026
Q1 		$343K Sell
26,914
-16,530
-38% -$227K 0.02% 360
2025
Q4 		$609K Buy
43,444
+6,864
+19% +$92.7K 0.04% 217
2025
Q3 		$450K Buy
36,580
+5,498
+18% +$68.8K 0.03% 270
2025
Q2 		$380K Buy
31,082
+5,635
+22% +$68.4K 0.03% 301
2025
Q1 		$331K Buy
25,447
+9,625
+61% +$129K 0.03% 300
2024
Q4 		$200K Buy
15,822
+1,536
+11% +$19.1K 0.02% 405
2024
Q3 		$182K Buy
+14,286
New +$176K 0.02% 412

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

PDS Planning's DX Position: Q2 2026 in Review

PDS Planning increased its Dynex Capital (DX) stake by 69% in Q2 2026, buying an estimated $244K and bringing the position to 45,450 shares worth $596K. The position accounts for 0.03% of the portfolio, ranked #264.

PDS Planning first reported a position in DX in Q3 2024 and has held it in 8 quarters since. The position peaked at $609K in Q4 2025. 289 funds tracked by Wall St. Rank hold DX as of Q2 2026.

  • PDS Planning held 45,450 shares of Dynex Capital worth $596K as of Q2 2026.
  • PDS Planning bought 18,536 Dynex Capital shares in Q2 2026, an estimated $244K.
  • Dynex Capital made up 0.03% of PDS Planning's portfolio in Q2 2026, its #264 holding.
  • PDS Planning first reported a position in Dynex Capital in Q3 2024 and has held it in 8 quarters since.
  • PDS Planning's Dynex Capital position peaked at $609K in Q4 2025.
  • 289 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.