EverSource Wealth Advisors’s Dorchester Minerals DMLP Stock Holding History

EverSource Wealth Advisors’s Portfolio DMLP Stock Details DMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$77.3K	Hold	3,061	–	–	﹤0.01%	1522
2026 Q1	$83K	Hold	3,061	–	–	﹤0.01%	1550
2025 Q4	$68.4K	Buy	3,061 +3,000	+4,918%	+$70.2K	﹤0.01%	1527
2025 Q3	$1.58K	Hold	61	–	–	﹤0.01%	3591
2025 Q2	$1.7K	Hold	61	–	–	﹤0.01%	3556
2025 Q1	$1.83K	Hold	61	–	–	﹤0.01%	2964
2024 Q4	$2.03K	Hold	61	–	–	﹤0.01%	2703
2024 Q3	$1.84K	Hold	61	–	–	﹤0.01%	2574
2024 Q2	$1.85K	Hold	61	–	–	﹤0.01%	2572
2024 Q1	$1.97K	Buy	+61	New	+$1.93K	﹤0.01%	2391

Other funds holding DMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

TCWA

Turtle Creek Wealth Advisors Dallas, Texas $1.89B AUM 33.61% 1-Year Est. Return

HBWM

Hollow Brook Wealth Management Katonah, New York $504M AUM 26.89% 1-Year Est. Return

MidFirst Bank Oklahoma City, Oklahoma $1.41B AUM

MIM

Meixler Investment Management Show Low, Arizona $181M AUM 22.17% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

ArchPoint Investors Coral Gables, Florida $473M AUM 49.24% 1-Year Est. Return

EverSource Wealth Advisors's DMLP Position: Q2 2026 in Review

EverSource Wealth Advisors held its Dorchester Minerals (DMLP) position steady in Q2 2026 at 3,061 shares worth $77.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

EverSource Wealth Advisors first reported a position in DMLP in Q1 2024 and has held it in 10 quarters since. The position peaked at $83K in Q1 2026. 152 funds tracked by Wall St. Rank hold DMLP as of Q2 2026.

EverSource Wealth Advisors held 3,061 shares of Dorchester Minerals worth $77.3K as of Q2 2026.
EverSource Wealth Advisors left its Dorchester Minerals share count unchanged in Q2 2026.
Dorchester Minerals made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1522 holding.
EverSource Wealth Advisors first reported a position in Dorchester Minerals in Q1 2024 and has held it in 10 quarters since.
EverSource Wealth Advisors's Dorchester Minerals position peaked at $83K in Q1 2026.
152 funds tracked by Wall St. Rank held Dorchester Minerals as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.