Newbridge Financial Services Group’s Dorchester Minerals DMLP Stock Holding History

Newbridge Financial Services Group’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 Q3	$28K	Hold	1,000	–	–	﹤0.01%	617
2026 Q2	$25.2K	Hold	1,000	–	–	﹤0.01%	651
2026 Q1	$27.1K	Hold	1,000	–	–	﹤0.01%	572
2025 Q4	$22.4K	Sell	1,000 -250	-20%	-$5.85K	﹤0.01%	614
2025 Q3	$32.4K	Hold	1,250	–	–	﹤0.01%	617
2025 Q2	$34.8K	Buy	1,250 +250	+25%	+$7.03K	0.01%	579
2025 Q1	$30.1K	Hold	1,000	–	–	0.01%	474
2024 Q4	$33.3K	Hold	1,000	–	–	0.01%	502
2024 Q3	$30.2K	Hold	1,000	–	–	0.01%	315
2024 Q2	$30.8K	Hold	1,000	–	–	0.01%	487
2024 Q1	$33.7K	Buy	+1,000	New	+$31.6K	0.01%	492
2023 Q4	–	Sell	-1,000	Closed	-$29K	–	1209
2023 Q3	$29K	Hold	1,000	–	–	0.01%	557
2023 Q2	$30K	Hold	1,000	–	–	0.01%	581
2023 Q1	$30.3K	Hold	1,000	–	–	0.02%	590
2022 Q4	$29.9K	Hold	1,000	–	–	0.02%	595
2022 Q3	$25K	Hold	1,000	–	–	0.01%	632
2022 Q2	$24K	Hold	1,000	–	–	0.01%	599
2022 Q1	$26K	Hold	1,000	–	–	0.01%	647
2021 Q4	$20K	Hold	1,000	–	–	0.01%	722
2021 Q3	$19K	Hold	1,000	–	–	0.01%	672
2021 Q2	$17K	Hold	1,000	–	–	0.01%	821
2021 Q1	$14K	Hold	1,000	–	–	0.01%	784
2020 Q4	$11K	Hold	1,000	–	–	0.01%	690
2020 Q3	$10K	Buy	+1,000	New	+$11.2K	0.01%	669

Other funds holding DMLP

AAA

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

Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 1-Year Est. Return

Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return

MIM

Meixler Investment Management Show Low, Arizona $185M AUM 12.43% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Freestone Capital Holdings Seattle, Washington $3.8B AUM 20.96% 1-Year Est. Return

Delta Investment Management San Francisco, California $619M AUM 18.05% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

GraniteShares Advisors New York $152M AUM 1.51% 1-Year Est. Return

Newbridge Financial Services Group's DMLP Position: Q3 2026 in Review

Newbridge Financial Services Group held its Dorchester Minerals (DMLP) position steady in Q3 2026 at 1,000 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Newbridge Financial Services Group first reported a position in DMLP in Q3 2020 and has held it in 24 quarters since. The position peaked at $34.8K in Q2 2025. 79 funds tracked by Wall St. Rank hold DMLP as of Q3 2026.

Newbridge Financial Services Group held 1,000 shares of Dorchester Minerals worth $28K as of Q3 2026.
Newbridge Financial Services Group left its Dorchester Minerals share count unchanged in Q3 2026.
Dorchester Minerals made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q3 2026, its #617 holding.
Newbridge Financial Services Group first reported a position in Dorchester Minerals in Q3 2020 and has held it in 24 quarters since.
Newbridge Financial Services Group's Dorchester Minerals position peaked at $34.8K in Q2 2025.
79 funds tracked by Wall St. Rank held Dorchester Minerals as of Q3 2026.

Based on Newbridge Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.