Wipfli Financial Advisors’s Dorchester Minerals DMLP Stock Holding History

Wipfli 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
2022 Q3	$137K	Buy	+5,500	New	+$150K	0.01%	592

Other funds holding DMLP

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return

Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return

Meixler Investment Management Show Low, Arizona $186M AUM 26.25% 1-Year Est. Return

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wipfli Financial Advisors's DMLP Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Dorchester Minerals (DMLP) in Q3 2022: 5,500 shares worth $137K. The stake represents 0.01% of the portfolio and ranks #592 among its holdings.

87 funds tracked by Wall St. Rank hold DMLP as of Q3 2022.

Wipfli Financial Advisors held 5,500 shares of Dorchester Minerals worth $137K as of Q3 2022.
Dorchester Minerals was a new Wipfli Financial Advisors position in Q3 2022.
Dorchester Minerals made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #592 holding.
87 funds tracked by Wall St. Rank held Dorchester Minerals as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.