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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

AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
UIA
Ulland Investment Advisors Minneapolis, Minnesota $136M AUM 32.68% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $471M AUM 23.36% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $289M AUM 24.14% 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. 21 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.
  • 21 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.