Focus Partners Wealth
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Focus Partners Wealth’s Dorchester Minerals DMLP Stock Holding History

Focus Partners Wealth’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
2025
Q3 		– Sell
-9,820
Closed -$274K – 2231
2025
Q2 		$274K Buy
+9,820
New +$276K ﹤0.01% 1724
2025
Q1 		– Sell
-6,250
Closed -$208K – 1938
2024
Q4 		$208K Buy
+6,250
New +$204K ﹤0.01% 1716

Other funds holding DMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
HBWM
Hollow Brook Wealth Management Katonah, New York $504M AUM 26.89% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $473M AUM 49.24% 1-Year Est. Return
MIM
Meixler Investment Management Show Low, Arizona $181M AUM 22.17% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Focus Partners Wealth's DMLP Position: Q3 2025 in Review

Focus Partners Wealth sold out of Dorchester Minerals (DMLP) in Q3 2025, closing a stake of 9,820 shares — an estimated $274K sold.

Focus Partners Wealth first reported a position in DMLP in Q4 2024 and held it in 2 quarters. The position peaked at $274K in Q2 2025. 136 funds tracked by Wall St. Rank hold DMLP as of Q3 2025.

  • Focus Partners Wealth reported no remaining Dorchester Minerals position as of Q3 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 9,820 Dorchester Minerals shares in Q3 2025, an estimated $274K.
  • Focus Partners Wealth first reported a position in Dorchester Minerals in Q4 2024 and held it in 2 quarters.
  • Focus Partners Wealth's Dorchester Minerals position peaked at $274K in Q2 2025.
  • 136 funds tracked by Wall St. Rank held Dorchester Minerals as of Q3 2025.

Based on Focus Partners Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.