Position in DX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$15,640
+$2,727 QoQ
Shares Held
1,193
+17.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#246
of 289 holders
Holding Since
Mar 2025
6 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, 2026True Wealth Design, LLC holds $52,481 across 26 REIT - Mortgage names. DX ranks #1 (29.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DX |
Dynex Capital Inc
This page
|
1,193 | $15,640 | |
| 2 | NLY |
Annaly Capital Management Inc
|
415 | $9,279 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
333 | $5,454 | |
| 4 | MFA |
Mfa Financial, Inc.
|
403 | $3,905 | |
| 5 | IVR |
Invesco Mortgage Capital Inc.
|
436 | $3,444 | |
| 6 | ARR |
Armour Residential REIT, Inc.
|
170 | $2,966 | |
| 7 | RC |
Ready Capital Corp
|
1,563 | $2,735 | |
| 8 | ACRE |
Ares Commercial Real Estate Corp
|
307 | $1,381 |
All Filings in DX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,640 | 1,193 | Shares | Sole | 2026-07-16 | |
| 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. | ||||||