JACKSON THORNTON WEALTH MANAGEMENT, LLC
Position in DX — Dynex Capital Inc
CIK 1903880
MONTGOMERY, AL
Position in DX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$801,400
+$410,588 QoQ
Shares Held
61,129
+99.6% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#105
of 289 holders
Holding Since
Dec 2024
7 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, 2026JACKSON THORNTON WEALTH MANAGEMENT, LLC holds $3,043,868 across 4 REIT - Mortgage names. DX ranks #3 (26.3% of the industry book) .
All Filings in DX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $801,400 | 61,129 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $390,812 | 30,628 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $519,434 | 37,076 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $476,999 | 38,812 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $557,488 | 45,621 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $665,112 | 51,084 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $707,172 | 55,903 | Shares | Other | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||