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Essex Financial Services’s Dorchester Minerals DMLP Stock Holding History

Essex Financial Services’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 		$284K Hold
11,244
– – 0.01% 669
2026
Q1 		$305K Hold
11,244
– – 0.02% 609
2025
Q4 		$251K Hold
11,244
– – 0.01% 669
2025
Q3 		$291K Hold
11,244
– – 0.02% 587
2025
Q2 		$313K Hold
11,244
– – 0.02% 533
2025
Q1 		$338K Hold
11,244
– – 0.02% 470
2024
Q4 		$375K Hold
11,244
– – 0.03% 437
2024
Q3 		$370K Hold
11,244
– – 0.03% 444
2024
Q2 		$343K Hold
11,244
– – 0.03% 451
2024
Q1 		$379K Hold
11,244
– – 0.04% 376
2023
Q4 		$358K Hold
11,244
– – 0.04% 362
2023
Q3 		$327K Hold
11,244
– – 0.04% 357
2023
Q2 		$337K Hold
11,244
– – 0.04% 343
2023
Q1 		$341K Hold
11,244
– – 0.04% 355
2022
Q4 		$336K Hold
11,244
– – 0.04% 344
2022
Q3 		$281K Hold
11,244
– – 0.03% 352
2022
Q2 		$268K Hold
11,244
– – 0.03% 386
2022
Q1 		$292K Buy
11,244
+299
+3% +$6.9K 0.03% 381
2021
Q4 		$217K Sell
10,945
-121
-1% -$2.32K 0.02% 457
2021
Q3 		$212K Buy
11,066
+306
+3% +$5.14K 0.02% 431
2021
Q2 		$181K Buy
+10,760
New +$164K 0.03% 450

Other funds holding DMLP

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
MB
MidFirst Bank Oklahoma City, Oklahoma $1.41B AUM
MIM
Meixler Investment Management Show Low, Arizona $181M AUM 22.17% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Essex Financial Services's DMLP Position: Q2 2026 in Review

Essex Financial Services held its Dorchester Minerals (DMLP) position steady in Q2 2026 at 11,244 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #669.

Essex Financial Services first reported a position in DMLP in Q2 2021 and has held it in 21 quarters since. The position peaked at $379K in Q1 2024. 102 funds tracked by Wall St. Rank hold DMLP as of Q2 2026.

  • Essex Financial Services held 11,244 shares of Dorchester Minerals worth $284K as of Q2 2026.
  • Essex Financial Services left its Dorchester Minerals share count unchanged in Q2 2026.
  • Dorchester Minerals made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #669 holding.
  • Essex Financial Services first reported a position in Dorchester Minerals in Q2 2021 and has held it in 21 quarters since.
  • Essex Financial Services's Dorchester Minerals position peaked at $379K in Q1 2024.
  • 102 funds tracked by Wall St. Rank held Dorchester Minerals as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.