Position in DX
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$12,913
-$2,035 QoQ
Shares Held
1,012
-5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in DX Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026True Wealth Design, LLC holds $39,981 across 22 REIT - Mortgage names. DX ranks #1 (32.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DX |
Dynex Capital Inc
This page
|
1,012 | $12,913 | |
| 2 | NLY |
Annaly Capital Management Inc
|
477 | $10,088 | |
| 3 | MFA |
Mfa Financial, Inc.
|
403 | $3,860 | |
| 4 | IVR |
Invesco Mortgage Capital Inc.
|
454 | $3,668 | |
| 5 | ARR |
Armour Residential REIT, Inc.
|
200 | $3,336 | |
| 6 | ACRE |
Ares Commercial Real Estate Corp
|
319 | $1,531 | |
| 7 | RC |
Ready Capital Corp
|
783 | $1,268 | |
| 8 | BRSP |
BrightSpire Capital, Inc.
|
141 | $789 |
All Filings in DX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,913 | 1,012 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $14,948 | 1,067 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $12,044 | 980 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $11,975 | 980 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $338 | 26 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||