Congress Holdings

Most held

DFEQX

DFA Short-Term Extended Quality Ptf

Listed by 1 member on their latest annual reports (1 row: 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
Jake Ellzey TX-6 Member John K. Ellzey Beneficiary IRA ⇒ DFA Short-Term Extended Quality Ptf (DFEQX) MF $15,001 - $50,000 August 13, 2026
filing 10075218, p. 4

Not counted: 1 more member lists it valued “None”, the category for no value at the end of the period: Young Kim.

How the count is made: see Most held.