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Dynex Cap shares owned by Mark Sheptoff Financial Planning

Quarter-by-quarter ownership of Dynex Cap (DX) shares owned by Mark Sheptoff Financial Planning from 13F filings

Historical chart of Mark Sheptoff Financial Planning investment in Dynex Cap

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All positions including Dynex Cap held by Mark Sheptoff Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dynex Cap by Mark Sheptoff Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $44k 3.3k 13.34
2025-12-31 $4.2k 300 14.01

More positions owned by Mark Sheptoff Financial Planning

Microsoft Corporation (MSFT)
Nextera Energy (NEE)
Celestica (CLS)
Palantir Technologies Cl A (PLTR)
Apple (AAPL)
Raytheon Technologies Corp (RTX)
Johnson & Johnson (JNJ)
Pepsi (PEP)
Veeva Systems Cl A Com (VEEV)
Abbvie (ABBV)
Vertex Pharmaceuticals Incorporated (VRTX)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt (RSP)
Tesla Motors (TSLA)
Berkshire Hathaway Cl B New (BRK.B)
General Dynamics Corporation (GD)

View all positions for Mark Sheptoff Financial Planning

Top funds holding Dynex Cap

BlackRock
Vanguard Capital Management
Vanguard Group
Geode Capital Management
State Street Corporation
Millennium Management
Balyasny Asset Management
Mirae Asset Global Etfs Holdings
Two Sigma Investments
Ameriprise Financial
Callodine Capital Management
Victory Capital Management
Segall Bryant & Hamill
Royal Bank of Canada
Vanguard Portfolio Management

View all funds holding Dynex Cap