West Financial Advisors’s Dorchester Minerals DMLP Stock Holding History

West Financial 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	$771	Buy	31 +1	+3%	+$27	﹤0.01%	206
2026 Q1	$813	Buy	30 +1	+3%	+$25	﹤0.01%	175
2025 Q4	$652	Buy	29 +1	+4%	+$23	﹤0.01%	225
2025 Q3	$734	Hold	28	–	–	﹤0.01%	182
2025 Q2	$770	Buy	28 +1	+4%	+$28	﹤0.01%	198
2025 Q1	$811	Buy	27 +1	+4%	+$31	﹤0.01%	192
2024 Q4	$878	Hold	26	–	–	﹤0.01%	190
2024 Q3	$771	Buy	+26	New	+$797	﹤0.01%	178

Other funds holding DMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 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

West Financial Advisors's DMLP Position: Q2 2026 in Review

West Financial Advisors increased its Dorchester Minerals (DMLP) stake by 3.3% in Q2 2026, buying an estimated $27 and bringing the position to 31 shares worth $771. The position accounts for ﹤0.01% of the portfolio, ranked #206.

West Financial Advisors first reported a position in DMLP in Q3 2024 and has held it in 8 quarters since. The position peaked at $878 in Q4 2024. 152 funds tracked by Wall St. Rank hold DMLP as of Q2 2026.

West Financial Advisors held 31 shares of Dorchester Minerals worth $771 as of Q2 2026.
West Financial Advisors bought 1 Dorchester Minerals share in Q2 2026, an estimated $27.
Dorchester Minerals made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #206 holding.
West Financial Advisors first reported a position in Dorchester Minerals in Q3 2024 and has held it in 8 quarters since.
West Financial Advisors's Dorchester Minerals position peaked at $878 in Q4 2024.
152 funds tracked by Wall St. Rank held Dorchester Minerals as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.