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SageGuard Financial Group’s Dorchester Minerals DMLP Stock Holding History

SageGuard Financial 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
Q2 		$439K Buy
17,387
+51
+0.3% +$1.39K 0.06% 148
2026
Q1 		$470K Buy
+17,336
New +$441K 0.07% 124

Other funds holding DMLP

AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
TCWA
Turtle Creek Wealth Advisors Dallas, Texas $1.89B AUM 33.61% 1-Year Est. Return
MB
MidFirst Bank Oklahoma City, Oklahoma $1.41B AUM
MIM
Meixler Investment Management Show Low, Arizona $181M AUM 22.17% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
RC
Resolute Capital Greenville, South Carolina $290M AUM

SageGuard Financial Group's DMLP Position: Q2 2026 in Review

SageGuard Financial Group increased its Dorchester Minerals (DMLP) stake by 0.29% in Q2 2026, buying an estimated $1.39K and bringing the position to 17,387 shares worth $439K. The position accounts for 0.06% of the portfolio, ranked #148.

SageGuard Financial Group first reported a position in DMLP in Q1 2026 and has held it in 2 quarters since. The position peaked at $470K in Q1 2026. 74 funds tracked by Wall St. Rank hold DMLP as of Q2 2026.

  • SageGuard Financial Group held 17,387 shares of Dorchester Minerals worth $439K as of Q2 2026.
  • SageGuard Financial Group bought 51 Dorchester Minerals shares in Q2 2026, an estimated $1.39K.
  • Dorchester Minerals made up 0.06% of SageGuard Financial Group's portfolio in Q2 2026, its #148 holding.
  • SageGuard Financial Group first reported a position in Dorchester Minerals in Q1 2026 and has held it in 2 quarters since.
  • SageGuard Financial Group's Dorchester Minerals position peaked at $470K in Q1 2026.
  • 74 funds tracked by Wall St. Rank held Dorchester Minerals as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.