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Wealthedge Investment Advisors’s Dorchester Minerals DMLP Stock Holding History

Wealthedge Investment 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
2025
Q3 		– Sell
-14,791
Closed -$412K – 134
2025
Q2 		$412K Buy
14,791
+956
+7% +$26.9K 0.17% 107
2025
Q1 		$416K Buy
+13,835
New +$435K 0.19% 107

Other funds holding DMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
HBWM
Hollow Brook Wealth Management Katonah, New York $392M AUM 36.68% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return
MIM
Meixler Investment Management Show Low, Arizona $186M AUM 26.25% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Wealthedge Investment Advisors's DMLP Position: Q3 2025 in Review

Wealthedge Investment Advisors sold out of Dorchester Minerals (DMLP) in Q3 2025, closing a stake of 14,791 shares — an estimated $412K sold.

Wealthedge Investment Advisors first reported a position in DMLP in Q1 2025 and held it in 2 quarters. The position peaked at $416K in Q1 2025. 136 funds tracked by Wall St. Rank hold DMLP as of Q3 2025.

  • Wealthedge Investment Advisors reported no remaining Dorchester Minerals position as of Q3 2025 after selling out during the quarter.
  • Wealthedge Investment Advisors sold 14,791 Dorchester Minerals shares in Q3 2025, an estimated $412K.
  • Wealthedge Investment Advisors first reported a position in Dorchester Minerals in Q1 2025 and held it in 2 quarters.
  • Wealthedge Investment Advisors's Dorchester Minerals position peaked at $416K in Q1 2025.
  • 136 funds tracked by Wall St. Rank held Dorchester Minerals as of Q3 2025.

Based on Wealthedge Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.