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 232 institutions that hold shares in the stock, with a total of 56.6 Million shares, which have been reported (via 13F filing form) to have a value of $769 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
420
shares
|
$5,707
0.0% of portfolio
|
Q3 2025
Added 1300.0%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
337
shares
|
$4,579
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
333
shares
|
$4,525
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
271
shares
|
$3,682
0.0% of portfolio
|
Q3 2025
Reduced 28.5%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
240
shares
|
$3,261
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
226
shares
|
$3,071
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
220
shares
|
$2,989
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
206
shares
|
$2,799
0.0% of portfolio
|
Q3 2025
Added 45.07%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
150
shares
|
$2,038
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
142
shares
|
$1,929
0.0% of portfolio
|
Q3 2025
Reduced 26.04%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
113
shares
|
$1,535
0.0% of portfolio
|
Q3 2025
Added 145.65%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
103
shares
|
$1,399
0.0% of portfolio
|
Q3 2025
Added 18.39%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
100
shares
|
$1,359
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
100
shares
|
$1,359
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
75
shares
|
$1,019
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
72
shares
|
$978
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
55
shares
|
$747
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
33
shares
|
$448
0.0% of portfolio
|
Q1 2024
Reduced 83.42%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
23
shares
|
$312
0.0% of portfolio
|
Q3 2025
Reduced 90.25%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
10
shares
|
$135
0.0% of portfolio
|
Q2 2025
Reduced 92.31%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
2
shares
|
$27
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
Closed
|
|