West Financial Advisors’s Dorchester Minerals DMLP Stock Holding History

West Financial Advisors’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	$771	Buy	31 +1	+3%	+$27	﹤0.01%	206
2026 Q1	$813	Buy	30 +1	+3%	+$25	﹤0.01%	175
2025 Q4	$652	Buy	29 +1	+4%	+$23	﹤0.01%	225
2025 Q3	$734	Hold	28	–	–	﹤0.01%	182
2025 Q2	$770	Buy	28 +1	+4%	+$28	﹤0.01%	198
2025 Q1	$811	Buy	27 +1	+4%	+$31	﹤0.01%	192
2024 Q4	$878	Hold	26	–	–	﹤0.01%	190
2024 Q3	$771	Buy	+26	New	+$797	﹤0.01%	178

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