Position in DX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$432
+$11 QoQ
Shares Held
33
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#283
of 289 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DX Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $4,976 across 11 REIT - Mortgage names. DX ranks #4 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RITM |
Rithm Capital Corp.
|
174 | $1,633 | |
| 2 | BXMT |
Blackstone Mortgage Trust, Inc.
|
43 | $728 | |
| 3 | NLY |
Annaly Capital Management Inc
|
20 | $447 | |
| 4 | DX |
Dynex Capital Inc
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|
33 | $432 | |
| 5 | ARR |
Armour Residential REIT, Inc.
|
21 | $366 | |
| 6 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
31 | $331 | |
| 7 | AGNC |
AGNC Investment Corp.
|
27 | $294 | |
| 8 | ADAM |
Adamas Trust, Inc.
|
25 | $234 |
All Filings in DX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432 | 33 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $421 | 33 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $462 | 33 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $405 | 33 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $403 | 33 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $429 | 33 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $417 | 33 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $421 | 33 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $394 | 33 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $410 | 33 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,491 | 199 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,376 | 199 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,505 | 199 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,411 | 199 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,531 | 199 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,318 | 199 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $3,168 | 199 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $3,223 | 199 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,773 | 166 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,868 | 166 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $3,097 | 166 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,142 | 166 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||