One Charles Private Wealth Services’s Dorchester Minerals DMLP Stock Holding History

One Charles Private Wealth 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	$277K	Hold	10,983	–	–	0.06%	142
2026 Q1	$298K	Hold	10,983	–	–	0.07%	131
2025 Q4	$246K	Hold	10,983	–	–	0.06%	143
2025 Q3	$284K	Hold	10,983	–	–	0.07%	131
2025 Q2	$306K	Hold	10,983	–	–	0.09%	117
2025 Q1	$330K	Hold	10,983	–	–	0.11%	100
2024 Q4	$366K	Hold	10,983	–	–	0.12%	94
2024 Q3	$331K	Buy	+10,983	New	+$337K	0.13%	108

Other funds holding DMLP

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

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 1-Year Est. Return

Hollow Brook Wealth Management Katonah, New York $504M AUM 26.89% 1-Year Est. Return

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 Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

ArchPoint Investors Coral Gables, Florida $473M AUM 49.24% 1-Year Est. Return

One Charles Private Wealth Services's DMLP Position: Q2 2026 in Review

One Charles Private Wealth Services held its Dorchester Minerals (DMLP) position steady in Q2 2026 at 10,983 shares worth $277K. The position accounts for 0.06% of the portfolio, ranked #142.

One Charles Private Wealth Services first reported a position in DMLP in Q3 2024 and has held it in 8 quarters since. The position peaked at $366K in Q4 2024. 153 funds tracked by Wall St. Rank hold DMLP as of Q2 2026.

One Charles Private Wealth Services held 10,983 shares of Dorchester Minerals worth $277K as of Q2 2026.
One Charles Private Wealth Services left its Dorchester Minerals share count unchanged in Q2 2026.
Dorchester Minerals made up 0.06% of One Charles Private Wealth Services's portfolio in Q2 2026, its #142 holding.
One Charles Private Wealth Services first reported a position in Dorchester Minerals in Q3 2024 and has held it in 8 quarters since.
One Charles Private Wealth Services's Dorchester Minerals position peaked at $366K in Q4 2024.
153 funds tracked by Wall St. Rank held Dorchester Minerals as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.