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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
Q2 		$411K Buy
16,274
+1,779
+12% +$48.5K ﹤0.01% 839
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 $1.89T AUM 35.08% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 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

Foundations Investment Advisors's DMLP Position: Q2 2026 in Review

Foundations Investment Advisors increased its Dorchester Minerals (DMLP) stake by 12% in Q2 2026, buying an estimated $48.5K and bringing the position to 16,274 shares worth $411K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

Foundations Investment Advisors first reported a position in DMLP in Q4 2025 and has held it in 3 quarters since. 152 funds tracked by Wall St. Rank hold DMLP as of Q2 2026.

  • Foundations Investment Advisors held 16,274 shares of Dorchester Minerals worth $411K as of Q2 2026.
  • Foundations Investment Advisors bought 1,779 Dorchester Minerals shares in Q2 2026, an estimated $48.5K.
  • Dorchester Minerals made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #839 holding.
  • Foundations Investment Advisors first reported a position in Dorchester Minerals in Q4 2025 and has held it in 3 quarters since.
  • 152 funds tracked by Wall St. Rank held Dorchester Minerals as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.