PS
DX

Principal Securities’s Dynex Capital DX Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-591
Closed -$7.26K – 1920
2025
Q3 		$7.26K Buy
591
+200
+51% +$2.5K ﹤0.01% 2837
2025
Q2 		$4.78K Buy
391
+21
+6% +$255 ﹤0.01% 2891
2025
Q1 		$4.68K Hold
370
– – ﹤0.01% 2798
2024
Q4 		$4.68K Buy
370
+70
+23% +$872 ﹤0.01% 2795
2024
Q3 		$3.83K Hold
300
– – ﹤0.01% 2759
2024
Q2 		$3.58K Hold
300
– – ﹤0.01% 2744
2024
Q1 		$3.73K Hold
300
– – ﹤0.01% 2704
2023
Q4 		$3.76K Buy
+300
New +$3.43K ﹤0.01% 2635

Other funds holding DX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return