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

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

OCPWS

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 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. 23 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.
23 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.