Retirement Planning Group, LLC: DFAI position timeline

Retirement Planning Group, LLC held 10,385 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 10,385 shares

   Change vs previous 13F +118 shares

   0.01% of the 13F portfolio, value $428,392.

   13F-HR 0001508195-26-000004 filed by Retirement Planning Group, LLC
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 10,267 shares

   Change vs previous 13F +27 shares

   0.01% of the 13F portfolio, value $400,011.

   13F-HR 0001508195-26-000002 filed by Retirement Planning Group, LLC
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 10,240 shares

   Change vs previous 13F +68 shares

   0.01% of the 13F portfolio, value $390,245.

   13F-HR 0001508195-26-000001 filed by Retirement Planning Group, LLC
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 10,172 shares

   Change vs previous 13F +229 shares

   0.01% of the 13F portfolio, value $369,749.

   13F-HR 0001508195-25-000004 filed by Retirement Planning Group, LLC
   Filed 2025-10-27 (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).

5. period ended2025-06-30

   13F 9,943 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $343,716.

   13F-HR 0001085146-25-004322 filed by Retirement Planning Group, LLC
   Filed 2025-07-30 (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).