Rise Advisors’s Dynex Capital DX Stock Holding History

Rise 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
2025 Q4	–	Sell	-915	Closed	-$11.2K	–	492
2025 Q3	$11.2K	Hold	915	–	–	﹤0.01%	931
2025 Q2	$11.2K	Hold	915	–	–	﹤0.01%	926
2025 Q1	$11.9K	Buy	+915	New	+$12.3K	0.01%	850

Other funds holding DX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Rise Advisors's DX Position: Q4 2025 in Review

Rise Advisors sold out of Dynex Capital (DX) in Q4 2025, closing a stake of 915 shares — an estimated $11.2K sold.

Rise Advisors first reported a position in DX in Q1 2025 and held it in 3 quarters. The position peaked at $11.9K in Q1 2025. 262 funds tracked by Wall St. Rank hold DX as of Q4 2025.

Rise Advisors reported no remaining Dynex Capital position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 915 Dynex Capital shares in Q4 2025, an estimated $11.2K.
Rise Advisors first reported a position in Dynex Capital in Q1 2025 and held it in 3 quarters.
Rise Advisors's Dynex Capital position peaked at $11.9K in Q1 2025.
262 funds tracked by Wall St. Rank held Dynex Capital as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.