VSM Wealth Advisory’s Dynex Capital DX Stock Holding History

VSM Wealth Advisory’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	$605K	Buy	46,169 +3,800	+9%	+$50K	0.16%	55
2026 Q1	$541K	Buy	42,369 +178	+0.4%	+$2.45K	0.16%	55
2025 Q4	$591K	Buy	42,191 +8,168	+24%	+$110K	0.18%	51
2025 Q3	$418K	Buy	34,023 +183	+0.5%	+$2.29K	0.13%	60
2025 Q2	$414K	Buy	33,840 +9,463	+39%	+$115K	0.14%	66
2025 Q1	$317K	Buy	24,377 +561	+2%	+$7.52K	0.11%	68
2024 Q4	$301K	Buy	+23,816	New	+$297K	0.11%	69

Other funds holding DX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

VSM Wealth Advisory's DX Position: Q2 2026 in Review

VSM Wealth Advisory increased its Dynex Capital (DX) stake by 9% in Q2 2026, buying an estimated $50K and bringing the position to 46,169 shares worth $605K. The position accounts for 0.16% of the portfolio, ranked #55.

VSM Wealth Advisory first reported a position in DX in Q4 2024 and has held it in 7 quarters since. 289 funds tracked by Wall St. Rank hold DX as of Q2 2026.

VSM Wealth Advisory held 46,169 shares of Dynex Capital worth $605K as of Q2 2026.
VSM Wealth Advisory bought 3,800 Dynex Capital shares in Q2 2026, an estimated $50K.
Dynex Capital made up 0.16% of VSM Wealth Advisory's portfolio in Q2 2026, its #55 holding.
VSM Wealth Advisory first reported a position in Dynex Capital in Q4 2024 and has held it in 7 quarters since.
289 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.