As of the latest SEC filings, Regional Management Corp. (RM) is held by 177 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $7,814,110.50 in market value, representing a significant portion of its portfolio.
Funds holding Regional Management Corp. (RM)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- RM
- CIK:
- 0001519401
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $7,814,110.50 | 242,298 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $7,518,829.50 | 233,142 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.03% | $6,791,278.96 | 213,428 | Feb 28, 2026 | Apr 29, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.03% | $6,030,456.30 | 161,458 | Apr 30, 2026 | Jun 24, 2026 |
|
FNDA
Schwab Fundamental U.S. Small Company ETF
|
ETF | Charles Schwab | 0.04% | $3,605,778.76 | 113,318 | Feb 28, 2026 | Apr 24, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.02% | $3,561,733.35 | 95,361 | Apr 30, 2026 | Jun 24, 2026 |
|
BDSKX
BlackRock Advantage Small Cap Core Fund
|
MF | BlackRock / iShares | 0.08% | $3,549,711.92 | 111,556 | Feb 27, 2026 | Apr 24, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $3,384,806.40 | 90,624 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $3,053,075.25 | 94,669 | Mar 31, 2026 | May 28, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $3,040,439.40 | 81,404 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.02% | $2,494,681.20 | 66,792 | Apr 30, 2026 | Jun 29, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.02% | $2,234,699.25 | 69,293 | Mar 31, 2026 | May 28, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.10% | $1,957,865.25 | 60,709 | Mar 31, 2026 | Jun 1, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.02% | $1,851,252.75 | 49,565 | Apr 30, 2026 | Jun 29, 2026 |
|
FESM
Fidelity Enhanced Small Cap ETF
|
ETF | Fidelity | 0.05% | $1,848,215.25 | 57,309 | Mar 31, 2026 | May 26, 2026 |
|
BOSVX
Omni Small-Cap Value Fund
|
MF | Independent / Boutique | 0.15% | $1,809,225.00 | 56,100 | Mar 31, 2026 | May 21, 2026 |
|
LVAQX
LSV Small Cap Value Fund
|
MF | Independent / Boutique | 0.28% | $1,807,740.00 | 48,400 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $1,737,932.85 | 46,531 | Apr 30, 2026 | Jun 24, 2026 |
|
GTTUX
Goldman Sachs Small Cap Value Insights Fund
|
MF | Goldman Sachs | 0.14% | $1,545,916.50 | 41,390 | Apr 30, 2026 | Jun 22, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $1,481,125.54 | 46,547 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $1,424,072.28 | 44,754 | Feb 28, 2026 | Apr 28, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,143,022.05 | 30,603 | Apr 30, 2026 | Jun 29, 2026 |
|
FDM
First Trust Dow Jones Select MicroCap Index Fund
|
ETF | First Trust | 0.39% | $891,583.50 | 27,646 | Mar 31, 2026 | May 28, 2026 |
|
OASVX
Optimum Small-Mid Cap Value Fund
|
MF | Independent / Boutique | 0.12% | $841,725.00 | 26,100 | Mar 31, 2026 | May 28, 2026 |
|
SFSNX
Schwab Fundamental U.S. Small Company Index Fund
|
MF | Charles Schwab | 0.03% | $811,017.90 | 21,714 | Apr 30, 2026 | Jun 25, 2026 |
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