Edge Capital Group’s Dorchester Minerals DMLP Stock Holding History

Edge Capital Group’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
2024 Q4	–	Sell	-35,000	Closed	-$1.06M	–	338
2024 Q3	$1.06M	Sell	35,000 -35,000	-50%	-$1.07M	0.05%	159
2024 Q2	$2.16M	Hold	70,000	–	–	0.1%	121
2024 Q1	$2.36M	Hold	70,000	–	–	0.12%	118
2023 Q4	$2.23M	Hold	70,000	–	–	0.12%	120
2023 Q3	$2.03M	Sell	70,000 -30,000	-30%	-$894K	0.13%	118
2023 Q2	$3M	Hold	100,000	–	–	0.17%	112
2023 Q1	$3.03M	Sell	100,000 -98,251	-50%	-$2.91M	0.19%	101
2022 Q4	$5.93M	Buy	+198,251	New	+$5.7M	0.41%	56

Other funds holding DMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

MIM

Meixler Investment Management Show Low, Arizona $186M AUM 26.25% 1-Year Est. Return

DIM

Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Edge Capital Group's DMLP Position: Q4 2024 in Review

Edge Capital Group sold out of Dorchester Minerals (DMLP) in Q4 2024, closing a stake of 35,000 shares — an estimated $1.06M sold.

Edge Capital Group first reported a position in DMLP in Q4 2022 and held it in 8 quarters. The position peaked at $5.93M in Q4 2022. 138 funds tracked by Wall St. Rank hold DMLP as of Q4 2024.

Edge Capital Group reported no remaining Dorchester Minerals position as of Q4 2024 after selling out during the quarter.
Edge Capital Group sold 35,000 Dorchester Minerals shares in Q4 2024, an estimated $1.06M.
Edge Capital Group first reported a position in Dorchester Minerals in Q4 2022 and held it in 8 quarters.
Edge Capital Group's Dorchester Minerals position peaked at $5.93M in Q4 2022.
138 funds tracked by Wall St. Rank held Dorchester Minerals as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.