DFA
CPHY

DHJJ Financial Advisors’s F/m Compoundr High Yield Bond ETF CPHY Stock Holding History

DHJJ Financial Advisors’s Portfolio CPHY Stock Details CPHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$42.9K Hold
848
– – 0.01% 430
2025
Q4 		$43.5K Buy
+848
New +$43.1K 0.01% 407

Other funds holding CPHY

AFP
ATX Financial Planning Austin, Texas $132M AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $297M AUM 40.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return