VR
DX

Vision Retirement’s Dynex Capital DX Stock Holding History

Vision Retirement’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 		$3.93K Hold
300
– – ﹤0.01% 530
2026
Q1 		$3.83K Hold
300
– – ﹤0.01% 512
2025
Q4 		$4.2K Buy
+300
New +$4.05K ﹤0.01% 499

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Vision Retirement's DX Position: Q2 2026 in Review

Vision Retirement held its Dynex Capital (DX) position steady in Q2 2026 at 300 shares worth $3.93K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Vision Retirement first reported a position in DX in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.2K in Q4 2025. 267 funds tracked by Wall St. Rank hold DX as of Q2 2026.

  • Vision Retirement held 300 shares of Dynex Capital worth $3.93K as of Q2 2026.
  • Vision Retirement left its Dynex Capital share count unchanged in Q2 2026.
  • Dynex Capital made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #530 holding.
  • Vision Retirement first reported a position in Dynex Capital in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's Dynex Capital position peaked at $4.2K in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.