TWD
DX

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
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

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

True Wealth Design's DX Position: Q2 2026 in Review

True Wealth Design increased its Dynex Capital (DX) stake by 18% in Q2 2026, buying an estimated $2.38K and bringing the position to 1,193 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

True Wealth Design first reported a position in DX in Q1 2025 and has held it in 6 quarters since. 289 funds tracked by Wall St. Rank hold DX as of Q2 2026.

  • True Wealth Design held 1,193 shares of Dynex Capital worth $15.6K as of Q2 2026.
  • True Wealth Design bought 181 Dynex Capital shares in Q2 2026, an estimated $2.38K.
  • Dynex Capital made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #915 holding.
  • True Wealth Design first reported a position in Dynex Capital in Q1 2025 and has held it in 6 quarters since.
  • 289 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.