Congress Holdings

Most held

DFAR

Dimensional ETF Trust Dimensional US Real Estate ETF

Listed by 1 member on their latest annual reports (2 rows: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
Julie Fedorchak ND Spouse IRA ⇒ Dimensional ETF Trust Dimensional US Real Estate ETF (DFAR) EF $15,001 - $50,000 August 13, 2026
filing 10077206, p. 2
Julie Fedorchak ND Member IRA ⇒ Dimensional US Real Estate ETF (DFAR) EF $15,001 - $50,000 August 13, 2026
filing 10077206, p. 3

How the count is made: see Most held.