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
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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 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
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return