Steward Partners Investment Advisory’s Dorchester Minerals DMLP Stock Holding History

Steward Partners Investment Advisory’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 Q1	–	Sell	-165	Closed	-$3.69K	–	4469
2025 Q4	$3.69K	Hold	165	–	–	﹤0.01%	3788
2025 Q3	$4.27K	Hold	165	–	–	﹤0.01%	3704
2025 Q2	$4.6K	Hold	165	–	–	﹤0.01%	3506
2025 Q1	$4.96K	Hold	165	–	–	﹤0.01%	3382
2024 Q4	$5.5K	Hold	165	–	–	﹤0.01%	3329
2024 Q3	$4.97K	Hold	165	–	–	﹤0.01%	3188
2024 Q2	$5.09K	Hold	165	–	–	﹤0.01%	3034
2024 Q1	$5.56K	Hold	165	–	–	﹤0.01%	3008
2023 Q4	$5.25K	Hold	165	–	–	﹤0.01%	2940
2023 Q3	$4.79K	Buy	+165	New	+$4.92K	﹤0.01%	2845
2020 Q3	–	Sell	-24,000	Closed	-$307K	–	2760
2020 Q2	$307K	Buy	+24,000	New	+$273K	0.01%	751

Other funds holding DMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Hollow Brook Wealth Management Katonah, New York $392M AUM 36.68% 1-Year Est. Return

ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return

MidFirst Bank Oklahoma City, Oklahoma $1.21B AUM

Meixler Investment Management Show Low, Arizona $186M AUM 26.25% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return