ASSET PLANNING CORPORATION: DFAI position timeline

ASSET PLANNING CORPORATION held 507,510 DFAI shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 507,510 shares

   Change vs previous 13F +29,885 shares

   8.75% of the 13F portfolio, value $18,447,996.

   13F-HR 0001951757-25-001276 filed by ASSET PLANNING CORPORATION
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-06-30

   13F 477,625 shares

   Change vs previous 13F +57,335 shares

   8.79% of the 13F portfolio, value $16,511,489.

   13F-HR 0001951757-25-000944 filed by ASSET PLANNING CORPORATION
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 420,290 shares

   Change vs previous 13F +13,655 shares

   7.73% of the 13F portfolio, value $13,125,668.

   13F-HR 0001951757-25-000534 filed by ASSET PLANNING CORPORATION
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 406,635 shares

   Change vs previous 13F +51,164 shares

   7.44% of the 13F portfolio, value $11,873,742.

   13F-HR 0001951757-25-000119 filed by ASSET PLANNING CORPORATION
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 355,471 shares

   Change vs previous 13F not available

   7.37% of the 13F portfolio, value $11,296,883.

   13F-HR 0001951757-24-001080 filed by ASSET PLANNING CORPORATION
   Filed 2024-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).