SWM
DX

SHP Wealth Management’s Dynex Capital DX Stock Holding History

SHP Wealth Management’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 		$2.62K Buy
+200
New +$2.63K ﹤0.01% 1322

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 $3.37T 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

SHP Wealth Management's DX Position: Q2 2026 in Review

SHP Wealth Management opened a new position in Dynex Capital (DX) in Q2 2026: 200 shares worth $2.62K. The stake represents ﹤0.01% of the portfolio and ranks #1322 among its holdings.

289 funds tracked by Wall St. Rank hold DX as of Q2 2026.

  • SHP Wealth Management held 200 shares of Dynex Capital worth $2.62K as of Q2 2026.
  • Dynex Capital was a new SHP Wealth Management position in Q2 2026.
  • Dynex Capital made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1322 holding.
  • 289 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.