Captrust Financial Advisors

SEC CIK: 0001512024
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

DX holding history

Dynex Capital Inc in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DX overview All 13F holders of DX Full Q2 2026 holdings

Shares (Q2 2026): 10,814
Value: $141.8K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of DX by Captrust Financial Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,814	$141.8K	<0.1%	+10,814	New	Holders
Q1 2026	0	$0	0.0%	−56,795−100.0%	Sold out	Holders
Q4 2025	56,795	$795.7K	<0.1%	+21,242+59.7%	Added	Holders
Q3 2025	35,553	$436.9K	<0.1%	+35,553	New	Holders