SWA
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Sax Wealth Advisors’s Dorchester Minerals DMLP Stock Holding History

Sax Wealth Advisors’s Portfolio DMLP Stock Details DMLP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$269K Hold
9,650
– – 0.02% 360
2025
Q1 		$290K Buy
+9,650
New +$290K 0.02% 300