Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DORCHESTER MINERALS L P (DMLP)

138 + Investors. Track Smart Money conviction in DMLP. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — DMLP

Based on 133 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added DMLP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
133 hedge funds hold DMLP right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding DMLP is almost the same as a year ago (-1 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 59% buying

70 buying48 selling
Last quarter: 70 funds bought or added vs 48 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new DMLP position: 18 → 18 → 13 → 19. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 24% medium ■ 17% new
79 out of 133 hedge funds have held DMLP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +18%, value +1%

Value
+1%
Shares
+17%
Last quarter: funds added +18% more shares while total portfolio value only changed +1%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~19 new funds/quarter

26 → 18 → 18 → 13 → 19 new funds/Q
New funds entering each quarter: 18 → 18 → 13 → 19. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 12% 1-2yr ■ 24% new
Of 138 current holders: 89 (64%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
13 of 133 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: DMLP

How many hedge funds hold DMLP — quarterly history vs. share price
Quarterly hedge fund ownership of DMLP vs. share price

Market Analysis: DMLP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DMLP

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 3 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: DMLP
2026 Q1 Stats Unlock in 21 days 138 + Investors

Track Smart Money conviction in DMLP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 138 135 2.22%
13F Shares 10M 9M 17.78%
Total Value $225M $222M 1.43%
New Positions 19 13 +6
Increased Positions 59 41 +18
Closed Positions 17 20 -3
Reduced Positions 36 41 -5
Total Calls 2 2 -
Total Puts 3 2 50.0%
PUT/CALL Ratio 1.5 1.0 Bearish

Statistics: DMLP

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

138 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DMLP. Verified SEC 13F-HR filings.

Top 25 institutional holders of DMLP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Adams Asset Advisors, LLC 2.70% 888,264 $24.1M
2 GraniteShares Advisors LLC 2.15% 109,894 $3.0M
3 ALBERT D MASON INC 0.40% 22,536 $611K
4 Canton Hathaway, LLC 0.36% 66,715 $1.8M
5 Highlander Partners, L.P. 0.35% 33,077 $896K
6 Penbrook Management LLC 0.33% 16,225 $440K
7 Burford Brothers, Inc. 0.33% 29,896 $810K
8 REXFORD CAPITAL INC 0.24% 12,469 $338K
9 Inscription Capital, LLC 0.21% 75,000 $2.0M
10 HOWARD FINANCIAL SERVICES, LTD. 0.16% 51,643 $1.4M
11 Lee Financial Co 0.10% 26,605 $721K
12 BAKER TILLY WEALTH MANAGEMENT, LLC 0.09% 13,860 $376K
13 Towerpoint Wealth, LLC 0.09% 8,156 $221K
14 SageGuard Financial Group, LLC 0.07% 17,336 $470K
15 PENN DAVIS MCFARLAND INC 0.06% 22,530 $611K
16 Northside Capital Management, LLC 0.05% 21,860 $592K
17 AMERICAN NATIONAL BANK & TRUST 0.05% 19,190 $520K
18 Ulland Investment Advisors, LLC 0.03% 1,250 —
19 Redhawk Wealth Advisors, Inc. 0.03% 9,664 $262K
20 Essex Financial Services, Inc. 0.02% 11,244 $305K
21 First PREMIER Bank 0.01% 2,210 —
22 FLAGSHIP HARBOR ADVISORS, LLC 0.01% 10,205 $277K
23 HOWLAND CAPITAL MANAGEMENT LLC 0.01% 10,257 $278K
24 SAX WEALTH ADVISORS, LLC 0.01% 9,050 $202K
25 Arlington Trust Co LLC 0.01% 3,400 $95K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — DORCHESTER MINERALS L P (DMLP)

What does the Smart Money Trend signal show for DMLP?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added DMLP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DMLP?

Slight buying edge — 59% buying: Last quarter: 70 funds bought or added vs 48 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for DMLP holders?

Strong quality — 21% AUM from major funds: 13 of 133 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held DMLP?

59% of holders stayed for 2+ years: 79 out of 133 hedge funds have held DMLP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.