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Dorchester Minerals shares owned by West Financial Advisors

Quarter-by-quarter ownership of Dorchester Minerals (DMLP) shares owned by West Financial Advisors from 13F filings

Historical chart of West Financial Advisors investment in Dorchester Minerals

Tip: Access up to 7 years of quarterly data

All positions including Dorchester Minerals held by West Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dorchester Minerals by West Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $770 26 29.65

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us High Profitab (DUHP)
Pimco Etf Tr 0-5 High Yield (HYS)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for West Financial Advisors

Top funds holding Dorchester Minerals

Horizon Kinetics Asset Management
Morgan Stanley
Adams Asset Advisors
Greenwich Investment Management
Royce & Associates
Meixler Investment Management
Delta Investment Management
Kingsview Wealth Management
Bank of America Corporation
Natixis
First Trust Advisors
Citadel Advisors
Wells Fargo & Company
Moors & Cabot
Everett Harris & Co

View all funds holding Dorchester Minerals