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 |
|---|---|---|---|---|---|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Apr 15, 2025 Q1 2025 |
136
shares
|
$1,731
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
130
shares
|
$1,654
0.0% of portfolio
|
Q1 2025
Added 116.67%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
100
shares
|
$1,273
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
99
shares
|
$1,260
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
88
shares
|
$1,120
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
72
shares
|
$916
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
40
shares
|
$509
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
33
shares
|
$420
0.0% of portfolio
|
Q1 2024
Reduced 83.42%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
30
shares
|
$381
0.0% of portfolio
|
Q3 2023
Reduced 81.6%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
26
shares
|
$330
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
16
shares
|
$203
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
8
shares
|
$101
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|