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Beaird Harris Wealth Management’s Dorchester Minerals DMLP Stock Holding History

Beaird Harris 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 		$3.79K Hold
150
– – ﹤0.01% 467
2026
Q1 		$4.07K Hold
150
– – ﹤0.01% 435
2025
Q4 		$3.35K Hold
150
– – ﹤0.01% 473
2025
Q3 		$3.88K Hold
150
– – ﹤0.01% 448
2025
Q2 		$4.18K Buy
+150
New +$4.22K ﹤0.01% 435

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 $882M AUM 42% 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

Beaird Harris Wealth Management's DMLP Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Dorchester Minerals (DMLP) position steady in Q2 2026 at 150 shares worth $3.79K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Beaird Harris Wealth Management first reported a position in DMLP in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.18K in Q2 2025. 153 funds tracked by Wall St. Rank hold DMLP as of Q2 2026.

  • Beaird Harris Wealth Management held 150 shares of Dorchester Minerals worth $3.79K as of Q2 2026.
  • Beaird Harris Wealth Management left its Dorchester Minerals share count unchanged in Q2 2026.
  • Dorchester Minerals made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #467 holding.
  • Beaird Harris Wealth Management first reported a position in Dorchester Minerals in Q2 2025 and has held it in 5 quarters since.
  • Beaird Harris Wealth Management's Dorchester Minerals position peaked at $4.18K in Q2 2025.
  • 153 funds tracked by Wall St. Rank held Dorchester Minerals as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.