Toth Financial Advisory’s Dorchester Minerals DMLP Stock Holding History

Toth Financial 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 Q2	$955	Hold	38	–	–	﹤0.01%	841
2026 Q1	$1.02K	Buy	+38	New	+$966	﹤0.01%	811
2025 Q3	–	Sell	-50	Closed	-$1.39K	–	780
2025 Q2	$1.39K	Hold	50	–	–	﹤0.01%	684
2025 Q1	$1.5K	Hold	50	–	–	﹤0.01%	630
2024 Q4	$1.67K	Hold	50	–	–	﹤0.01%	604
2024 Q3	$1.51K	Hold	50	–	–	﹤0.01%	633
2024 Q2	$1.54K	Hold	50	–	–	﹤0.01%	642
2024 Q1	$1.69K	Hold	50	–	–	﹤0.01%	623
2023 Q4	$1.59K	Hold	50	–	–	﹤0.01%	643
2023 Q3	$1.45K	Hold	50	–	–	﹤0.01%	679
2023 Q2	$1.5K	Hold	50	–	–	﹤0.01%	682
2023 Q1	$1.51K	Hold	50	–	–	﹤0.01%	701
2022 Q4	$1.5K	Buy	+50	New	+$1.44K	﹤0.01%	626

Other funds holding DMLP

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

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Towerpoint Wealth Sacramento, California $288M AUM 24.14% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return