Plante Moran Financial Advisors’s Dynex Capital DX Stock Holding History

Plante Moran Financial 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	Hold	33	–	–	﹤0.01%	1177
2026 Q1	$421	Hold	33	–	–	﹤0.01%	686
2025 Q4	$462	Hold	33	–	–	﹤0.01%	766
2025 Q3	$406	Hold	33	–	–	﹤0.01%	741
2025 Q2	$403	Hold	33	–	–	﹤0.01%	731
2025 Q1	$430	Hold	33	–	–	﹤0.01%	754
2024 Q4	$417	Hold	33	–	–	﹤0.01%	866
2024 Q3	$421	Hold	33	–	–	﹤0.01%	837
2024 Q2	$394	Hold	33	–	–	﹤0.01%	748
2024 Q1	$411	Sell	33 -166	-83%	-$2.06K	﹤0.01%	804
2023 Q4	$2.49K	Hold	199	–	–	﹤0.01%	706
2023 Q3	$2.38K	Hold	199	–	–	﹤0.01%	653
2023 Q2	$2.5K	Hold	199	–	–	﹤0.01%	677
2023 Q1	$2.41K	Hold	199	–	–	﹤0.01%	695
2022 Q4	$2.53K	Hold	199	–	–	﹤0.01%	727
2022 Q3	$2K	Hold	199	–	–	﹤0.01%	778
2022 Q2	$3K	Hold	199	–	–	﹤0.01%	762
2022 Q1	$3K	Buy	199 +33	+20%	+$533	﹤0.01%	712
2021 Q4	$3K	Hold	166	–	–	﹤0.01%	877
2021 Q3	$3K	Hold	166	–	–	﹤0.01%	829
2021 Q2	$3K	Hold	166	–	–	﹤0.01%	847
2021 Q1	$3K	Buy	+166	New	+$3.06K	﹤0.01%	854

Other funds holding DX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Plante Moran Financial Advisors's DX Position: Q2 2026 in Review

Plante Moran Financial Advisors held its Dynex Capital (DX) position steady in Q2 2026 at 33 shares worth $433. The position accounts for ﹤0.01% of the portfolio, ranked #1177.

Plante Moran Financial Advisors first reported a position in DX in Q1 2021 and has held it in 22 quarters since. The position peaked at $3K in Q2 2022. 288 funds tracked by Wall St. Rank hold DX as of Q2 2026.

Plante Moran Financial Advisors held 33 shares of Dynex Capital worth $433 as of Q2 2026.
Plante Moran Financial Advisors left its Dynex Capital share count unchanged in Q2 2026.
Dynex Capital made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1177 holding.
Plante Moran Financial Advisors first reported a position in Dynex Capital in Q1 2021 and has held it in 22 quarters since.
Plante Moran Financial Advisors's Dynex Capital position peaked at $3K in Q2 2022.
288 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.