SBIA
DX

Sheaff Brock Investment Advisors’s Dynex Capital DX Stock Holding History

Sheaff Brock Investment 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
Q1 		$794K Buy
61,009
+16
+0% +$214 0.07% 198
2024
Q4 		$772K Buy
+60,993
New +$760K 0.07% 199
2023
Q3 		– Sell
-18,575
Closed -$234K – 466
2023
Q2 		$234K Hold
18,575
– – 0.02% 396
2023
Q1 		$225K Buy
18,575
+392
+2% +$5.24K 0.02% 407
2022
Q4 		$231K Buy
18,183
+2,020
+12% +$25K 0.02% 394
2022
Q3 		$188K Buy
+16,163
New +$253K 0.02% 416

Other funds holding DX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Sheaff Brock Investment Advisors's DX Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Dynex Capital (DX) stake by 0.03% in Q1 2025, buying an estimated $214 and bringing the position to 61,009 shares worth $794K. The position accounts for 0.07% of the portfolio, ranked #198.

Sheaff Brock Investment Advisors first reported a position in DX in Q3 2022 and has held it in 6 quarters since. 203 funds tracked by Wall St. Rank hold DX as of Q1 2025.

  • Sheaff Brock Investment Advisors held 61,009 shares of Dynex Capital worth $794K as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 16 Dynex Capital shares in Q1 2025, an estimated $214.
  • Dynex Capital made up 0.07% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #198 holding.
  • Sheaff Brock Investment Advisors first reported a position in Dynex Capital in Q3 2022 and has held it in 6 quarters since.
  • 203 funds tracked by Wall St. Rank held Dynex Capital as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.