Physician Wealth Advisors’s Dynex Capital DX Stock Holding History

Physician Wealth 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
2026 Q2	$433	Buy	+33	New	+$434	﹤0.01%	2201
2026 Q1	–	Sell	-137	Closed	-$1.92K	–	2113
2025 Q4	$1.92K	Buy	137 +34	+33%	+$459	﹤0.01%	1305
2025 Q3	$1.27K	Buy	103 +16	+18%	+$200	﹤0.01%	1437
2025 Q2	$1.06K	Buy	+87	New	+$1.06K	﹤0.01%	1385

Other funds holding DX

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Physician Wealth Advisors's DX Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in Dynex Capital (DX) in Q2 2026: 33 shares worth $433. The stake represents ﹤0.01% of the portfolio and ranks #2201 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in DX as recently as Q4 2025.

Physician Wealth Advisors first reported a position in DX in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.92K in Q4 2025. 83 funds tracked by Wall St. Rank hold DX as of Q2 2026.

Physician Wealth Advisors held 33 shares of Dynex Capital worth $433 as of Q2 2026.
Dynex Capital was a new Physician Wealth Advisors position in Q2 2026.
Dynex Capital made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2201 holding.
Physician Wealth Advisors first reported a position in Dynex Capital in Q2 2025 and has held it in 4 quarters since.
Physician Wealth Advisors's Dynex Capital position peaked at $1.92K in Q4 2025.
83 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.