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Allworth Financial’s Dorchester Minerals DMLP Stock Holding History

Allworth Financial’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 		$78.9K Hold
3,125
– – ﹤0.01% 2117
2026
Q1 		$84.7K Hold
3,125
– – ﹤0.01% 1943
2025
Q4 		$69.9K Hold
3,125
– – ﹤0.01% 1975
2025
Q3 		$80.9K Hold
3,125
– – ﹤0.01% 1794
2025
Q2 		$87.1K Hold
3,125
– – ﹤0.01% 1618
2025
Q1 		$91.4K Hold
3,125
– – ﹤0.01% 1271
2024
Q4 		$101K Hold
3,125
– – ﹤0.01% 1259
2024
Q3 		$94.2K Hold
3,125
– – ﹤0.01% 1114
2024
Q2 		$99.8K Hold
3,125
– – ﹤0.01% 1077
2024
Q1 		$105K Buy
+3,125
New +$98.6K ﹤0.01% 1003

Other funds holding DMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
TCWA
Turtle Creek Wealth Advisors Dallas, Texas $1.89B AUM 33.61% 1-Year Est. Return
HBWM
Hollow Brook Wealth Management Katonah, New York $504M AUM 26.89% 1-Year Est. Return
MB
MidFirst Bank Oklahoma City, Oklahoma $1.41B AUM
MIM
Meixler Investment Management Show Low, Arizona $181M AUM 22.17% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $473M AUM 49.24% 1-Year Est. Return

Allworth Financial's DMLP Position: Q2 2026 in Review

Allworth Financial held its Dorchester Minerals (DMLP) position steady in Q2 2026 at 3,125 shares worth $78.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2117.

Allworth Financial first reported a position in DMLP in Q1 2024 and has held it in 10 quarters since. The position peaked at $105K in Q1 2024. 152 funds tracked by Wall St. Rank hold DMLP as of Q2 2026.

  • Allworth Financial held 3,125 shares of Dorchester Minerals worth $78.9K as of Q2 2026.
  • Allworth Financial left its Dorchester Minerals share count unchanged in Q2 2026.
  • Dorchester Minerals made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2117 holding.
  • Allworth Financial first reported a position in Dorchester Minerals in Q1 2024 and has held it in 10 quarters since.
  • Allworth Financial's Dorchester Minerals position peaked at $105K in Q1 2024.
  • 152 funds tracked by Wall St. Rank held Dorchester Minerals as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.