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True Wealth Design’s Dynex Capital DX Stock Holding History

True Wealth Design’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
Q3 		$13K Sell
1,163
-30
-3% -$382 ﹤0.01% 976
2026
Q2 		$15.6K Buy
1,193
+181
+18% +$2.38K ﹤0.01% 915
2026
Q1 		$12.9K Sell
1,012
-55
-5% -$756 ﹤0.01% 886
2025
Q4 		$14.9K Buy
1,067
+87
+9% +$1.17K ﹤0.01% 712
2025
Q3 		$12K Hold
980
– – ﹤0.01% 769
2025
Q2 		$12K Buy
980
+954
+3,669% +$11.6K ﹤0.01% 510
2025
Q1 		$339 Buy
+26
New +$348 ﹤0.01% 1726

Other funds holding DX

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
BCG
BayBridge Capital Group Pleasanton, California $190M AUM 13.08% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
ADBIC
A.D. Beadell Investment Counsel Mequon, Wisconsin $151M AUM 13.87% 1-Year Est. Return
MFG
Mann Financial Group Detroit Lakes, Minnesota $125M AUM 11% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

True Wealth Design's DX Position: Q3 2026 in Review

True Wealth Design reduced its Dynex Capital (DX) stake by 2.5% in Q3 2026, selling an estimated $382 and leaving 1,163 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #976.

True Wealth Design first reported a position in DX in Q1 2025 and has held it in 7 quarters since. The position peaked at $15.6K in Q2 2026. 30 funds tracked by Wall St. Rank hold DX as of Q3 2026.

  • True Wealth Design held 1,163 shares of Dynex Capital worth $13K as of Q3 2026.
  • True Wealth Design sold 30 Dynex Capital shares in Q3 2026, an estimated $382.
  • Dynex Capital made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #976 holding.
  • True Wealth Design first reported a position in Dynex Capital in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Dynex Capital position peaked at $15.6K in Q2 2026.
  • 30 funds tracked by Wall St. Rank held Dynex Capital as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.