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Crewe Advisors’s Dorchester Minerals DMLP Stock Holding History

Crewe Advisors’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 		$21.9K Buy
866
+15
+2% +$409 ﹤0.01% 594
2026
Q1 		$23.1K Buy
851
+122
+17% +$3.1K ﹤0.01% 493
2025
Q4 		$16.3K Hold
729
– – ﹤0.01% 525
2025
Q3 		$18.9K Hold
729
– – ﹤0.01% 507
2025
Q2 		$20.3K Buy
+729
New +$20.5K ﹤0.01% 364
2021
Q1 		– Sell
-3,100
Closed -$34K – 465
2020
Q4 		$34K Buy
+3,100
New +$33.5K 0.01% 161

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

Crewe Advisors's DMLP Position: Q2 2026 in Review

Crewe Advisors increased its Dorchester Minerals (DMLP) stake by 1.8% in Q2 2026, buying an estimated $409 and bringing the position to 866 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Crewe Advisors first reported a position in DMLP in Q4 2020 and has held it in 6 quarters since. The position peaked at $34K in Q4 2020. 153 funds tracked by Wall St. Rank hold DMLP as of Q2 2026.

  • Crewe Advisors held 866 shares of Dorchester Minerals worth $21.9K as of Q2 2026.
  • Crewe Advisors bought 15 Dorchester Minerals shares in Q2 2026, an estimated $409.
  • Dorchester Minerals made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #594 holding.
  • Crewe Advisors first reported a position in Dorchester Minerals in Q4 2020 and has held it in 6 quarters since.
  • Crewe Advisors's Dorchester Minerals position peaked at $34K in Q4 2020.
  • 153 funds tracked by Wall St. Rank held Dorchester Minerals as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.