RFP
DX

Root Financial Partners’s Dynex Capital DX Stock Holding History

Root Financial Partners’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 		– Sell
-205
Closed -$2.62K – 1175
2026
Q1 		$2.62K Buy
205
+197
+2,463% +$2.71K ﹤0.01% 2196
2025
Q4 		$112 Buy
+8
New +$108 ﹤0.01% 2328

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Marshall Wace
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Root Financial Partners's DX Position: Q2 2026 in Review

Root Financial Partners sold out of Dynex Capital (DX) in Q2 2026, closing a stake of 205 shares — an estimated $2.62K sold.

Root Financial Partners first reported a position in DX in Q4 2025 and held it in 2 quarters. The position peaked at $2.62K in Q1 2026. 288 funds tracked by Wall St. Rank hold DX as of Q2 2026.

  • Root Financial Partners reported no remaining Dynex Capital position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 205 Dynex Capital shares in Q2 2026, an estimated $2.62K.
  • Root Financial Partners first reported a position in Dynex Capital in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Dynex Capital position peaked at $2.62K in Q1 2026.
  • 288 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.