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 Q3	$414K	Buy	14,750 +650	+5%	+$18.1K	0.08%	186
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 $984M AUM 41.12% 1-Year Est. Return

Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 1-Year Est. Return

Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return

MIM

Meixler Investment Management Show Low, Arizona $185M AUM 12.43% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Freestone Capital Holdings Seattle, Washington $3.8B AUM 20.96% 1-Year Est. Return

Delta Investment Management San Francisco, California $619M AUM 18.05% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

GraniteShares Advisors New York $152M AUM 1.51% 1-Year Est. Return

Baker Tilly Wealth Management's DMLP Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Dorchester Minerals (DMLP) stake by 4.6% in Q3 2026, buying an estimated $18.1K and bringing the position to 14,750 shares worth $414K. The position accounts for 0.08% of the portfolio, ranked #186.

Baker Tilly Wealth Management first reported a position in DMLP in Q3 2022 and has held it in 17 quarters since. 77 funds tracked by Wall St. Rank hold DMLP as of Q3 2026.

Baker Tilly Wealth Management held 14,750 shares of Dorchester Minerals worth $414K as of Q3 2026.
Baker Tilly Wealth Management bought 650 Dorchester Minerals shares in Q3 2026, an estimated $18.1K.
Dorchester Minerals made up 0.08% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #186 holding.
Baker Tilly Wealth Management first reported a position in Dorchester Minerals in Q3 2022 and has held it in 17 quarters since.
77 funds tracked by Wall St. Rank held Dorchester Minerals as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.