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Baker Tilly Wealth Management’s Dorchester Minerals DMLP Stock Holding History

Baker Tilly Wealth Management’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 		$356K Buy
14,100
+240
+2% +$6.54K 0.08% 208
2026
Q1 		$376K Buy
13,860
+397
+3% +$10.1K 0.09% 187
2025
Q4 		$301K Buy
13,463
+375
+3% +$8.77K 0.07% 219
2025
Q3 		$339K Buy
13,088
+412
+3% +$10.8K 0.08% 197
2025
Q2 		$353K Buy
12,676
+313
+3% +$8.8K 0.13% 169
2025
Q1 		$372K Buy
12,363
+279
+2% +$8.77K 0.15% 152
2024
Q4 		$403K Buy
12,084
+1,613
+15% +$52.6K 0.16% 147
2024
Q3 		$316K Buy
10,471
+234
+2% +$7.18K 0.14% 173
2024
Q2 		$316K Buy
10,237
+237
+2% +$7.72K 0.13% 190
2024
Q1 		$337K Buy
10,000
+1,500
+18% +$47.3K 0.06% 326
2023
Q4 		$271K Hold
8,500
– – 0.04% 403
2023
Q3 		$247K Hold
8,500
– – 0.04% 400
2023
Q2 		$255K Hold
8,500
– – 0.03% 479
2023
Q1 		$257K Hold
8,500
– – 0.03% 476
2022
Q4 		$254K Hold
8,500
– – 0.03% 465
2022
Q3 		$212K Buy
+8,500
New +$232K 0.03% 467

Other funds holding DMLP

AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
UIA
Ulland Investment Advisors Minneapolis, Minnesota $136M AUM 32.68% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $289M AUM 24.14% 1-Year Est. Return

Baker Tilly Wealth Management's DMLP Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its Dorchester Minerals (DMLP) stake by 1.7% in Q2 2026, buying an estimated $6.54K and bringing the position to 14,100 shares worth $356K. The position accounts for 0.08% of the portfolio, ranked #208.

Baker Tilly Wealth Management first reported a position in DMLP in Q3 2022 and has held it in 16 quarters since. The position peaked at $403K in Q4 2024. 21 funds tracked by Wall St. Rank hold DMLP as of Q2 2026.

  • Baker Tilly Wealth Management held 14,100 shares of Dorchester Minerals worth $356K as of Q2 2026.
  • Baker Tilly Wealth Management bought 240 Dorchester Minerals shares in Q2 2026, an estimated $6.54K.
  • Dorchester Minerals made up 0.08% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #208 holding.
  • Baker Tilly Wealth Management first reported a position in Dorchester Minerals in Q3 2022 and has held it in 16 quarters since.
  • Baker Tilly Wealth Management's Dorchester Minerals position peaked at $403K in Q4 2024.
  • 21 funds tracked by Wall St. Rank held Dorchester Minerals as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.