Stifel Financial

Stifel Financial’s Dynex Capital DX Stock Holding History

Stifel Financial’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 Q1	$547K	Buy	42,894 +9,304	+28%	+$128K	﹤0.01%	2832
2025 Q4	$471K	Buy	33,590 +14,632	+77%	+$198K	﹤0.01%	2898
2025 Q3	$233K	Buy	18,958 +4,029	+27%	+$50.4K	﹤0.01%	3262
2025 Q2	$182K	Sell	14,929 -5,761	-28%	-$69.9K	﹤0.01%	3275
2025 Q1	$269K	Buy	+20,690	New	+$277K	﹤0.01%	3040
2021 Q3	–	Sell	-11,689	Closed	-$218K	–	3349
2021 Q2	$218K	Buy	11,689 +339	+3%	+$6.65K	﹤0.01%	3098
2021 Q1	$215K	Buy	11,350 +782	+7%	+$14.4K	﹤0.01%	2983
2020 Q4	$188K	Sell	10,568 -11	-0.1%	-$188	﹤0.01%	2834
2020 Q3	$161K	Buy	+10,579	New	+$162K	﹤0.01%	2666
2016 Q3	–	Sell	-5,155	Closed	-$108K	–	2413
2016 Q2	$108K	Buy	+5,155	New	+$104K	﹤0.01%	2369

Other funds holding DX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Qube Research & Technologies (QRT)

Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Balyasny Asset Management

Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return