Position in DX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,143,559
+$72,600 QoQ
Shares Held
87,228
+3.9% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
2.57%
of 13F equity value
Holder Rank
#91
of 289 holders
Holding Since
Mar 2026
2 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, 2026Morling Financial Advisors, LLC holds $1,311,007 across 2 REIT - Mortgage names. DX ranks #1 (87.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DX |
Dynex Capital Inc
This page
|
87,228 | $1,143,559 | |
| 2 | IVR |
Invesco Mortgage Capital Inc.
|
21,196 | $167,448 |
All Filings in DX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,143,559 | 87,228 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,070,959 | 83,931 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||