Position in DX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$458,696
-$9,770 QoQ
Shares Held
35,948
+7.5% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0.15021698008234116.ToString("F0")%
Shared 0.ToString("F0")%
None 99.84978301991767.ToString("F0")%
Common Shares in DX Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Creative Planning holds $16,811,655 across 24 REIT - Mortgage names. DX ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
412,920 | $4,141,587 | |
| 2 | NLY |
Annaly Capital Management Inc
|
147,968 | $3,129,523 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
165,971 | $2,858,020 | |
| 4 | RITM |
Rithm Capital Corp.
|
177,366 | $1,681,429 | |
| 5 | BXMT |
Blackstone Mortgage Trust, Inc.
|
28,782 | $551,175 | |
| 6 | RC |
Ready Capital Corp
|
328,679 | $532,459 | |
| 7 | DX |
Dynex Capital Inc
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|
35,948 | $458,696 | |
| 8 | ARR |
Armour Residential REIT, Inc.
|
24,455 | $407,909 |
All Filings in DX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||