RIL
DX

Rothschild Investment LLC’s Dynex Capital DX Stock Holding History

Rothschild Investment LLC’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 		$4.63K Buy
353
+123
+53% +$1.62K ﹤0.01% 2324
2026
Q1 		$2.94K Buy
230
+126
+121% +$1.73K ﹤0.01% 2354
2025
Q4 		$1.46K Buy
104
+94
+940% +$1.27K ﹤0.01% 2525
2025
Q3 		$123 Hold
10
– – ﹤0.01% 3049
2025
Q2 		$122 Sell
10
-120
-92% -$1.46K ﹤0.01% 2976
2025
Q1 		$1.69K Buy
130
+70
+117% +$938 ﹤0.01% 2002
2024
Q4 		$759 Sell
60
-10
-14% -$125 ﹤0.01% 2377
2024
Q3 		$893 Buy
70
+40
+133% +$494 ﹤0.01% 2253
2024
Q2 		$358 Buy
30
+20
+200% +$240 ﹤0.01% 2207
2024
Q1 		$125 Buy
+10
New +$124 ﹤0.01% 2064

Other funds holding DX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Rothschild Investment LLC's DX Position: Q2 2026 in Review

Rothschild Investment LLC increased its Dynex Capital (DX) stake by 53% in Q2 2026, buying an estimated $1.62K and bringing the position to 353 shares worth $4.63K. The position accounts for ﹤0.01% of the portfolio, ranked #2324.

Rothschild Investment LLC first reported a position in DX in Q1 2024 and has held it in 10 quarters since. 288 funds tracked by Wall St. Rank hold DX as of Q2 2026.

  • Rothschild Investment LLC held 353 shares of Dynex Capital worth $4.63K as of Q2 2026.
  • Rothschild Investment LLC bought 123 Dynex Capital shares in Q2 2026, an estimated $1.62K.
  • Dynex Capital made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2324 holding.
  • Rothschild Investment LLC first reported a position in Dynex Capital in Q1 2024 and has held it in 10 quarters since.
  • 288 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.