Creative Planning
DMLP icon

Creative Planning’s Dorchester Minerals DMLP Stock Holding History

Creative Planning’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
Q1 		$266K Buy
9,814
+101
+1% +$2.57K ﹤0.01% 3514
2025
Q4 		$217K Sell
9,713
-450
-4% -$10.5K ﹤0.01% 3486
2025
Q3 		$263K Buy
10,163
+450
+5% +$11.8K ﹤0.01% 3253
2025
Q2 		$271K Sell
9,713
-810
-8% -$22.8K ﹤0.01% 2993
2025
Q1 		$317K Buy
10,523
+1,710
+19% +$53.8K ﹤0.01% 2706
2024
Q4 		$294K Hold
8,813
– – ﹤0.01% 2683
2024
Q3 		$266K Sell
8,813
-925
-9% -$28.4K ﹤0.01% 2621
2024
Q2 		$300K Hold
9,738
– – ﹤0.01% 2349
2024
Q1 		$328K Sell
9,738
-1,725
-15% -$54.4K ﹤0.01% 2178
2023
Q4 		$365K Buy
11,463
+50
+0.4% +$1.46K ﹤0.01% 1943
2023
Q3 		$332K Hold
11,413
– – ﹤0.01% 1847
2023
Q2 		$342K Buy
11,413
+185
+2% +$5.43K ﹤0.01% 1810
2023
Q1 		$340K Sell
11,228
-2,899
-21% -$85.8K ﹤0.01% 1721
2022
Q4 		$423K Buy
14,127
+100
+0.7% +$2.88K ﹤0.01% 1517
2022
Q3 		$350K Buy
14,027
+4,935
+54% +$135K ﹤0.01% 1546
2022
Q2 		$217K Sell
9,092
-48,683
-84% -$1.34M ﹤0.01% 1827
2022
Q1 		$1.5M Hold
57,775
– – ﹤0.01% 815
2021
Q4 		$1.14M Hold
57,775
– – ﹤0.01% 894
2021
Q3 		$1.11M Hold
57,775
– – ﹤0.01% 899
2021
Q2 		$974K Hold
57,775
– – ﹤0.01% 944
2021
Q1 		$789K Hold
57,775
– – ﹤0.01% 1172
2020
Q4 		$630K Sell
57,775
-4,505
-7% -$48.6K ﹤0.01% 1181
2020
Q3 		$643K Buy
62,280
+4,505
+8% +$50.3K ﹤0.01% 1001
2020
Q2 		$738K Buy
57,775
+2,357
+4% +$26.8K ﹤0.01% 862
2020
Q1 		$516K Sell
55,418
-2,142
-4% -$32.9K ﹤0.01% 926
2019
Q4 		$1.12M Buy
57,560
+1,300
+2% +$23.3K ﹤0.01% 735
2019
Q3 		$1.05M Sell
56,260
-550
-1% -$10.1K ﹤0.01% 733
2019
Q2 		$1.04M Sell
56,810
-9,255
-14% -$174K ﹤0.01% 748
2019
Q1 		$1.21M Buy
66,065
+14,655
+29% +$256K ﹤0.01% 655
2018
Q4 		$753K Buy
51,410
+250
+0.5% +$4.36K ﹤0.01% 783
2018
Q3 		$1.04M Hold
51,160
– – ﹤0.01% 747
2018
Q2 		$1.05M Hold
51,160
– – ﹤0.01% 722
2018
Q1 		$824K Buy
51,160
+300
+0.6% +$4.75K ﹤0.01% 836
2017
Q4 		$773K Hold
50,860
– – ﹤0.01% 850
2017
Q3 		$765K Hold
50,860
– – ﹤0.01% 832
2017
Q2 		$735K Sell
50,860
-11,895
-19% -$194K ﹤0.01% 830
2017
Q1 		$1.08M Buy
62,755
+11,895
+23% +$205K 0.01% 638
2016
Q4 		$893K Sell
50,860
-800
-2% -$13.1K 0.01% 669
2016
Q3 		$796K Buy
51,660
+500
+1% +$7.52K 0.01% 690
2016
Q2 		$738K Hold
51,160
– – 0.01% 612
2016
Q1 		$583K Hold
51,160
– – ﹤0.01% 692
2015
Q4 		$506K Hold
51,160
– – ﹤0.01% 749
2015
Q3 		$740K Sell
51,160
-2,909
-5% -$47.8K 0.01% 581
2015
Q2 		$1.16M Sell
54,069
-297
-0.5% -$6.78K 0.01% 426
2015
Q1 		$1.24M Buy
54,366
+18
+0% +$444 0.01% 399
2014
Q4 		$1.39M Buy
54,348
+116
+0.2% +$3.07K 0.01% 352
2014
Q3 		$1.6M Buy
54,232
+813
+2% +$26.3K 0.02% 288
2014
Q2 		$1.63M Buy
53,419
+117
+0.2% +$3.27K 0.02% 269
2014
Q1 		$1.4M Buy
53,302
+49,536
+1,315% +$1.26M 0.02% 276
2013
Q4 		$98K Buy
3,766
+1,016
+37% +$24.9K ﹤0.01% 1204
2013
Q3 		$66K Buy
2,750
+15
+0.5% +$363 ﹤0.01% 1355
2013
Q2 		$67K Buy
+2,735
New +$66K ﹤0.01% 1209

Other funds holding DMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
HBWM
Hollow Brook Wealth Management Katonah, New York $392M AUM 36.68% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return
MB
MidFirst Bank Oklahoma City, Oklahoma $1.21B AUM
MIM
Meixler Investment Management Show Low, Arizona $186M AUM 26.25% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Creative Planning's DMLP Position: Q1 2026 in Review

Creative Planning increased its Dorchester Minerals (DMLP) stake by 1% in Q1 2026, buying an estimated $2.57K and bringing the position to 9,814 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #3514.

Creative Planning first reported a position in DMLP in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.63M in Q2 2014. 149 funds tracked by Wall St. Rank hold DMLP as of Q1 2026.

  • Creative Planning held 9,814 shares of Dorchester Minerals worth $266K as of Q1 2026.
  • Creative Planning bought 101 Dorchester Minerals shares in Q1 2026, an estimated $2.57K.
  • Dorchester Minerals made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3514 holding.
  • Creative Planning first reported a position in Dorchester Minerals in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's Dorchester Minerals position peaked at $1.63M in Q2 2014.
  • 149 funds tracked by Wall St. Rank held Dorchester Minerals as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.