Institutional Ownership Dynex Capital Inc (DX)
This table provides information about the institutional ownership of Dynex Capital Inc (DX). We have compiled data on the 221 institutions that hold shares in the stock, with a total of 66.4 Million shares, which have been reported (via 13F filing form) to have a value of $845 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
1,138
shares
|
$14,486
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
1,082
shares
|
$13,773
0.0% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
977
shares
|
$12,437
0.0% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
915
shares
|
$11,647
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
790
shares
|
$10,056
0.01% of portfolio
|
Q2 2024
Added 102.56%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
715
shares
|
$9,101
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
636
shares
|
$8,096
0.0% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
634
shares
|
$8,070
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
500
shares
|
$6,365
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
500
shares
|
$6,365
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
460
shares
|
$5,855
0.0% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
431
shares
|
$5,486
0.0% of portfolio
|
Q1 2025
Reduced 24.25%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
379
shares
|
$4,824
0.0% of portfolio
|
Q2 2025
Added 21.86%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
370
shares
|
$4,710
0.0% of portfolio
|
Q4 2024
Added 23.33%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
354
shares
|
$4,506
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
278
shares
|
$3,538
0.0% of portfolio
|
Q1 2025
Reduced 29.97%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
240
shares
|
$3,055
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
229
shares
|
$2,915
0.0% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
200
shares
|
$2,546
0.0% of portfolio
|
Q1 2025
Reduced 41.69%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
192
shares
|
$2,444
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
150
shares
|
$1,909
0.0% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
147
shares
|
$1,871
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
145
shares
|
$1,845
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
142
shares
|
$1,807
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
142
shares
|
$1,807
0.0% of portfolio
|
Q2 2025
New holding
|