Back to DMLP

BAKER TILLY WEALTH MANAGEMENT, LLC → DMLP

BAKER TILLY WEALTH MANAGEMENT, LLC DMLP Position History

Dorchester Minerals, L.P. • Energy

Quarters held
5
Latest value
$414K
Q3 2026
Peak value
$414K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$339K
Q4 2025$301K
Q1 2026$376K
Q2 2026$356K
Q3 2026$414K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$414K14.8K——
Q2 2026$356K14.1K——
Q1 2026$376K13.9K——
Q4 2025$301K13.5K——
Q3 2025$339K13.1K——

Other funds holding DMLP

Other BAKER TILLY WEALTH MANAGEMENT, LLC positions

VGES

VANGUARD INDEX FDS

$41.1M
VGES

VANGUARD INDEX FDS

$39.5M
PPT

PUTNAM ETF TRUST

$34M
VGES

VANGUARD INDEX FDS

$32.9M
VGES

VANGUARD INDEX FDS

$32.6M
VGES

VANGUARD INDEX FDS

$31.2M
PPT

PUTNAM ETF TRUST

$30.2M
PPT

PUTNAM ETF TRUST

$23.9M