Position in DX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$66,821
+$46,418 QoQ
Shares Held
5,097
+218.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#223
of 289 holders
Holding Since
Sep 2023
5 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, 2026Larson Financial Group LLC holds $3,322,464 across 26 REIT - Mortgage names. DX ranks #4 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RITM |
Rithm Capital Corp.
|
224,436 | $2,107,454 | |
| 2 | AGNC |
AGNC Investment Corp.
|
64,534 | $703,420 | |
| 3 | EFC |
Ellington Financial Inc.
|
14,433 | $196,433 | |
| 4 | DX |
Dynex Capital Inc
This page
|
5,097 | $66,821 | |
| 5 | NLY |
Annaly Capital Management Inc
|
2,964 | $66,275 | |
| 6 | ABR |
Arbor Realty Trust Inc
|
10,000 | $54,200 | |
| 7 | CIM |
Chimera Investment Corp
|
1,870 | $24,945 | |
| 8 | ADAM |
Adamas Trust, Inc.
|
1,683 | $15,786 |
All Filings in DX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,821 | 5,097 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $20,403 | 1,599 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,691 | 549 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,747 | 549 | Shares | Sole | 2025-11-14 | |
| 2023-09-30 | $788 | 66 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||