SWP
DX

Significant Wealth Partners’s Dynex Capital DX Stock Holding History

Significant Wealth 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 		$976K Buy
74,446
+1,413
+2% +$18.6K 1.06% 29
2026
Q1 		$932K Buy
+73,033
New +$1M 1.15% 28
2024
Q2 		– Sell
-95,245
Closed -$1.19M – 93
2024
Q1 		$1.19M Buy
+95,245
New +$1.18M 0.78% 41

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

Significant Wealth Partners's DX Position: Q2 2026 in Review

Significant Wealth Partners increased its Dynex Capital (DX) stake by 1.9% in Q2 2026, buying an estimated $18.6K and bringing the position to 74,446 shares worth $976K. The position accounts for 1.06% of the portfolio, ranked #29.

Significant Wealth Partners first reported a position in DX in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.19M in Q1 2024. 289 funds tracked by Wall St. Rank hold DX as of Q2 2026.

  • Significant Wealth Partners held 74,446 shares of Dynex Capital worth $976K as of Q2 2026.
  • Significant Wealth Partners bought 1,413 Dynex Capital shares in Q2 2026, an estimated $18.6K.
  • Dynex Capital made up 1.06% of Significant Wealth Partners's portfolio in Q2 2026, its #29 holding.
  • Significant Wealth Partners first reported a position in Dynex Capital in Q1 2024 and has held it in 3 quarters since.
  • Significant Wealth Partners's Dynex Capital position peaked at $1.19M in Q1 2024.
  • 289 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on Significant Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.