PMFA
DX

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
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
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