Position in DX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$443,891
-$14,805 QoQ
Shares Held
33,859
-5.8% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#140
of 289 holders
Holding Since
Sep 2024
8 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, 2026Creative Planning holds $16,867,120 across 24 REIT - Mortgage names. DX ranks #8 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
381,039 | $4,153,324 | |
| 2 | NLY |
Annaly Capital Management Inc
|
147,873 | $3,306,440 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
146,168 | $2,394,231 | |
| 4 | RITM |
Rithm Capital Corp.
|
144,795 | $1,359,624 | |
| 5 | ORC |
Orchid Island Capital, Inc.
|
138,622 | $966,194 | |
| 6 | ARR |
Armour Residential REIT, Inc.
|
33,115 | $577,856 | |
| 7 | RC |
Ready Capital Corp
|
287,241 | $502,671 | |
| 8 | DX |
Dynex Capital Inc
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|
33,859 | $443,891 |
All Filings in DX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $443,891 | 33,859 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $458,696 | 35,948 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $468,466 | 33,438 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $271,300 | 22,075 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $228,098 | 18,666 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $276,375 | 21,227 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $198,225 | 15,670 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $175,475 | 13,752 | Shares | Sole | 2024-10-11 | |
| No filing history on record for this holder in this stock. | ||||||