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Personal CFO Solutions’s Dorchester Minerals DMLP Stock Holding History

Personal CFO Solutions’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
2024
Q4 		– Sell
-7,500
Closed -$226K – 494
2024
Q3 		$226K Hold
7,500
– – 0.03% 502
2024
Q2 		$231K Buy
+7,500
New +$244K 0.04% 459

Other funds holding DMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $473M AUM 49.24% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
MIM
Meixler Investment Management Show Low, Arizona $181M AUM 22.17% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Personal CFO Solutions's DMLP Position: Q4 2024 in Review

Personal CFO Solutions sold out of Dorchester Minerals (DMLP) in Q4 2024, closing a stake of 7,500 shares — an estimated $226K sold.

Personal CFO Solutions first reported a position in DMLP in Q2 2024 and held it in 2 quarters. The position peaked at $231K in Q2 2024. 138 funds tracked by Wall St. Rank hold DMLP as of Q4 2024.

  • Personal CFO Solutions reported no remaining Dorchester Minerals position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 7,500 Dorchester Minerals shares in Q4 2024, an estimated $226K.
  • Personal CFO Solutions first reported a position in Dorchester Minerals in Q2 2024 and held it in 2 quarters.
  • Personal CFO Solutions's Dorchester Minerals position peaked at $231K in Q2 2024.
  • 138 funds tracked by Wall St. Rank held Dorchester Minerals as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.