SFM
DX

Systematic Financial Management’s Dynex Capital DX Stock Holding History

Systematic Financial 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
2024
Q4 		– Sell
-71,624
Closed -$914K – 279
2024
Q3 		$914K Buy
+71,624
New +$884K 0.02% 221
2019
Q1 		– Sell
-61,275
Closed -$1.05M – 643
2018
Q4 		$1.05M Buy
61,275
+3,412
+6% +$61.1K 0.03% 460
2018
Q3 		$1.11M Buy
57,863
+3,110
+6% +$59.8K 0.03% 552
2018
Q2 		$1.07M Sell
54,753
-1,783
-3% -$34.8K 0.03% 538
2018
Q1 		$1.13M Sell
56,536
-4,127
-7% -$80.7K 0.02% 525
2017
Q4 		$1.28M Sell
60,663
-4,903
-7% -$105K 0.03% 497
2017
Q3 		$1.43M Buy
65,566
+2,696
+4% +$57.1K 0.03% 465
2017
Q2 		$1.34M Sell
62,870
-1,590
-2% -$33.2K 0.02% 555
2017
Q1 		$1.37M Buy
64,460
+10,689
+20% +$219K 0.02% 553
2016
Q4 		$1.1M Sell
53,771
-132
-0.2% -$2.72K 0.02% 581
2016
Q3 		$1.2M Sell
53,903
-8,847
-14% -$191K 0.02% 540
2016
Q2 		$1.31M Sell
62,750
-1,428
-2% -$28.8K 0.02% 514
2016
Q1 		$1.28M Sell
64,178
-3,190
-5% -$59.6K 0.02% 503
2015
Q4 		$1.28M Sell
67,368
-30,610
-31% -$613K 0.01% 534
2015
Q3 		$1.93M Sell
97,978
-12,705
-11% -$266K 0.02% 512
2015
Q2 		$2.53M Buy
110,683
+18,781
+20% +$446K 0.02% 417
2015
Q1 		$2.33M Buy
91,902
+4,612
+5% +$116K 0.02% 517
2014
Q4 		$2.16M Sell
87,290
-937
-1% -$23.6K 0.02% 555
2014
Q3 		$2.14M Buy
88,227
+15,570
+21% +$396K 0.02% 527
2014
Q2 		$1.93M Sell
72,657
-2,420
-3% -$62.3K 0.01% 496
2014
Q1 		$2.02M Buy
+75,077
New +$1.89M 0.01% 409

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
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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MIIM
Mesirow Institutional Investment Management Chicago, Illinois $1.3B AUM 26.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Systematic Financial Management's DX Position: Q4 2024 in Review

Systematic Financial Management sold out of Dynex Capital (DX) in Q4 2024, closing a stake of 71,624 shares — an estimated $914K sold.

Systematic Financial Management first reported a position in DX in Q1 2014 and held it in 21 quarters. The position peaked at $2.53M in Q2 2015. 182 funds tracked by Wall St. Rank hold DX as of Q4 2024.

  • Systematic Financial Management reported no remaining Dynex Capital position as of Q4 2024 after selling out during the quarter.
  • Systematic Financial Management sold 71,624 Dynex Capital shares in Q4 2024, an estimated $914K.
  • Systematic Financial Management first reported a position in Dynex Capital in Q1 2014 and held it in 21 quarters.
  • Systematic Financial Management's Dynex Capital position peaked at $2.53M in Q2 2015.
  • 182 funds tracked by Wall St. Rank held Dynex Capital as of Q4 2024.

Based on Systematic Financial Management's 13F filing for Q4 2024, filed 14 Feb 2025.