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Independent Advisor Alliance’s Dorchester Minerals DMLP Stock Holding History

Independent Advisor Alliance’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 		$2.3M Buy
85,000
+2,250
+3% +$57.2K 0.02% 514
2025
Q4 		$1.85M Buy
82,750
+4,250
+5% +$99.4K 0.04% 324
2025
Q3 		$2.03M Buy
78,500
+4,300
+6% +$112K 0.05% 291
2025
Q2 		$2.07M Buy
74,200
+3,850
+5% +$108K 0.06% 270
2025
Q1 		$2.12M Sell
70,350
-2,140
-3% -$67.3K 0.07% 246
2024
Q4 		$2.42M Sell
72,490
-850
-1% -$27.7K 0.03% 463
2024
Q3 		$2.21M Buy
73,340
+1,000
+1% +$30.7K 0.08% 209
2024
Q2 		$2.23M Buy
72,340
+2,500
+4% +$81.4K 0.08% 206
2024
Q1 		$2.36M Buy
69,840
+2,740
+4% +$86.5K 0.09% 196
2023
Q4 		$2.14M Sell
67,100
-1,700
-2% -$49.8K 0.08% 200
2023
Q3 		$2M Sell
68,800
-40
-0.1% -$1.19K 0.09% 195
2023
Q2 		$2.06M Hold
68,840
– – 0.09% 185
2023
Q1 		$2.09M Sell
68,840
-160
-0.2% -$4.74K 0.1% 183
2022
Q4 		$2.06K Hold
69,000
– – ﹤0.01% 250
2022
Q3 		$1.72M Buy
69,000
+2,500
+4% +$68.3K 0.1% 191
2022
Q2 		$1.59M Sell
66,500
-1,300
-2% -$35.7K 0.09% 190
2022
Q1 		$1.76M Sell
67,800
-7,500
-10% -$173K 0.08% 204
2021
Q4 		$1.49M Sell
75,300
-6,235
-8% -$120K 0.07% 212
2021
Q3 		$1.56M Hold
81,535
– – 0.09% 188
2021
Q2 		$1.37M Sell
81,535
-2,500
-3% -$38.1K 0.08% 215
2021
Q1 		$1.15M Hold
84,035
– – 0.07% 231
2020
Q4 		$917K Sell
84,035
-3,500
-4% -$37.8K 0.06% 227
2020
Q3 		$904K Buy
87,535
+2,250
+3% +$25.1K 0.07% 199
2020
Q2 		$1.09M Buy
85,285
+10,850
+15% +$123K 0.12% 142
2020
Q1 		$693K Buy
74,435
+21,273
+40% +$327K 0.1% 166
2019
Q4 		$1.04M Hold
53,162
– – 0.05% 354
2019
Q3 		$991K Hold
53,162
– – 0.12% 159
2019
Q2 		$973K Hold
53,162
– – 0.14% 147
2019
Q1 		$971K Hold
53,162
– – 0.14% 146
2018
Q4 		$778K Buy
53,162
+2,385
+5% +$41.6K 0.14% 147
2018
Q3 		$1.01M Sell
50,777
-685
-1% -$13K 0.18% 126
2018
Q2 		$1.06M Buy
51,462
+6,515
+14% +$121K 0.22% 110
2018
Q1 		$755K Buy
44,947
+3,000
+7% +$47.5K 0.17% 145
2017
Q4 		$646K Buy
+41,947
New +$624K 0.14% 158

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

Independent Advisor Alliance's DMLP Position: Q1 2026 in Review

Independent Advisor Alliance increased its Dorchester Minerals (DMLP) stake by 2.7% in Q1 2026, buying an estimated $57.2K and bringing the position to 85,000 shares worth $2.3M. The position accounts for 0.02% of the portfolio, ranked #514.

Independent Advisor Alliance first reported a position in DMLP in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.42M in Q4 2024. 149 funds tracked by Wall St. Rank hold DMLP as of Q1 2026.

  • Independent Advisor Alliance held 85,000 shares of Dorchester Minerals worth $2.3M as of Q1 2026.
  • Independent Advisor Alliance bought 2,250 Dorchester Minerals shares in Q1 2026, an estimated $57.2K.
  • Dorchester Minerals made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #514 holding.
  • Independent Advisor Alliance first reported a position in Dorchester Minerals in Q4 2017 and has held it in 34 quarters since.
  • Independent Advisor Alliance's Dorchester Minerals position peaked at $2.42M in Q4 2024.
  • 149 funds tracked by Wall St. Rank held Dorchester Minerals as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.