Sax Wealth Advisors’s Dorchester Minerals DMLP Stock Holding History

Sax Wealth 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	$203K	Sell	7,500 -1,550	-17%	-$42.3K	0.01%	521
2026 Q1	$202K	Hold	9,050	–	–	0.01%	469
2025 Q4	$202K	Sell	9,050 -600	-6%	-$14K	0.01%	475
2025 Q3	$250K	Hold	9,650	–	–	0.01%	385
2025 Q2	$269K	Hold	9,650	–	–	0.02%	360
2025 Q1	$290K	Buy	+9,650	New	+$303K	0.02%	300

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

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

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

Sax Wealth Advisors's DMLP Position: Q2 2026 in Review

Sax Wealth Advisors reduced its Dorchester Minerals (DMLP) stake by 17% in Q2 2026, selling an estimated $42.3K and leaving 7,500 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #521.

Sax Wealth Advisors first reported a position in DMLP in Q1 2025 and has held it in 6 quarters since. The position peaked at $290K in Q1 2025. 152 funds tracked by Wall St. Rank hold DMLP as of Q2 2026.

Sax Wealth Advisors held 7,500 shares of Dorchester Minerals worth $203K as of Q2 2026.
Sax Wealth Advisors sold 1,550 Dorchester Minerals shares in Q2 2026, an estimated $42.3K.
Dorchester Minerals made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #521 holding.
Sax Wealth Advisors first reported a position in Dorchester Minerals in Q1 2025 and has held it in 6 quarters since.
Sax Wealth Advisors's Dorchester Minerals position peaked at $290K in Q1 2025.
152 funds tracked by Wall St. Rank held Dorchester Minerals as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.