UFF
DX

USA Financial Formulas’s Dynex Capital DX Stock Holding History

USA Financial Formulas’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
2025
Q2 		– Sell
-1,463
Closed -$19K – 274
2025
Q1 		$19K Buy
+1,463
New +$19.6K ﹤0.01% 239

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

USA Financial Formulas's DX Position: Q2 2025 in Review

USA Financial Formulas sold out of Dynex Capital (DX) in Q2 2025, closing a stake of 1,463 shares — an estimated $19K sold.

USA Financial Formulas first reported a position in DX in Q1 2025 and held it in 1 quarter. The position peaked at $19K in Q1 2025. 201 funds tracked by Wall St. Rank hold DX as of Q2 2025.

  • USA Financial Formulas reported no remaining Dynex Capital position as of Q2 2025 after selling out during the quarter.
  • USA Financial Formulas sold 1,463 Dynex Capital shares in Q2 2025, an estimated $19K.
  • USA Financial Formulas first reported a position in Dynex Capital in Q1 2025 and held it in 1 quarter.
  • USA Financial Formulas's Dynex Capital position peaked at $19K in Q1 2025.
  • 201 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2025.

Based on USA Financial Formulas's 13F filing for Q2 2025, filed 18 Jul 2025.