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Foundations Investment Advisors’s Dorchester Minerals DMLP Stock Holding History

Foundations Investment 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
Q1 		$393K Buy
14,495
+2,544
+21% +$64.7K ﹤0.01% 802
2025
Q4 		$267K Buy
+11,951
New +$280K ﹤0.01% 934

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

Foundations Investment Advisors's DMLP Position: Q1 2026 in Review

Foundations Investment Advisors increased its Dorchester Minerals (DMLP) stake by 21% in Q1 2026, buying an estimated $64.7K and bringing the position to 14,495 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #802.

Foundations Investment Advisors first reported a position in DMLP in Q4 2025 and has held it in 2 quarters since. 149 funds tracked by Wall St. Rank hold DMLP as of Q1 2026.

  • Foundations Investment Advisors held 14,495 shares of Dorchester Minerals worth $393K as of Q1 2026.
  • Foundations Investment Advisors bought 2,544 Dorchester Minerals shares in Q1 2026, an estimated $64.7K.
  • Dorchester Minerals made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #802 holding.
  • Foundations Investment Advisors first reported a position in Dorchester Minerals in Q4 2025 and has held it in 2 quarters since.
  • 149 funds tracked by Wall St. Rank held Dorchester Minerals as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.