As of the latest SEC filings, SIMS LTD (SGM) is held by 53 institutional funds. The largest fund shareholder is DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO (DISVX), holding an estimated $43,792,988.10 in market value, representing 0.31% of its portfolio.
Funds holding SIMS LTD (SGM)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SGM
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
DISVX
DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.31% | $43,792,988.10 | 2,897,689 | Apr 30, 2026 | Jun 24, 2026 |
|
AVDV
Avantis International Small Cap Value ETF
|
ETF | American Century | 0.17% | $32,448,795.78 | 2,077,495 | Feb 28, 2026 | Apr 29, 2026 |
|
-
THE ASIA PACIFIC SMALL COMPANY SERIES
|
ETF | Dimensional Fund Advisors | 0.89% | $15,556,642.66 | 1,029,350 | Apr 30, 2026 | Jun 24, 2026 |
|
DFIEX
INTERNATIONAL CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.03% | $11,833,325.31 | 782,986 | Apr 30, 2026 | Jun 24, 2026 |
|
FNDC
Schwab Fundamental International Small Equity ETF
|
ETF | Charles Schwab | 0.19% | $6,549,596.96 | 418,510 | Feb 28, 2026 | Apr 24, 2026 |
|
SCHF
Schwab International Equity ETF
|
ETF | Charles Schwab | 0.01% | $5,012,442.50 | 320,288 | Feb 28, 2026 | Apr 24, 2026 |
|
TLISX
Nuveen Quant International Small Cap Equity Fund
|
MF | TIAA / Nuveen | 0.17% | $2,552,809.77 | 168,914 | Apr 30, 2026 | Jun 24, 2026 |
|
AVDVX
Avantis International Small Cap Value Fund
|
MF | American Century | 0.25% | $1,641,014.91 | 105,064 | Feb 28, 2026 | Apr 29, 2026 |
|
NALFX
New Alternatives Fund
|
MF | Independent / Boutique | 0.54% | $1,586,116.82 | 125,000 | Mar 31, 2026 | May 29, 2026 |
|
DFVQX
International Vector Equity Portfolio
|
MF | Dimensional Fund Advisors | 0.03% | $1,507,680.26 | 99,760 | Apr 30, 2026 | Jun 24, 2026 |
|
SFILX
Schwab Fundamental International Small Equity Index Fund
|
MF | Charles Schwab | 0.18% | $1,329,406.44 | 87,964 | Apr 30, 2026 | Jun 25, 2026 |
|
DFSPX
International Sustainability Core 1 Portfolio
|
MF | Dimensional Fund Advisors | 0.03% | $1,260,052.54 | 83,375 | Apr 30, 2026 | Jun 24, 2026 |
|
AVDE
Avantis International Equity ETF
|
ETF | American Century | 0.01% | $1,199,725.85 | 76,811 | Feb 28, 2026 | Apr 29, 2026 |
|
SIDRX
Hartford Schroders International Multi-Cap Value Fund
|
MF | Independent / Boutique | 0.03% | $1,123,944.20 | 74,369 | Apr 30, 2026 | Jun 25, 2026 |
|
DLS
WisdomTree International SmallCap Dividend Fund
|
ETF | WisdomTree | 0.12% | $1,122,965.04 | 91,598 | Mar 31, 2026 | Jun 1, 2026 |
|
OWSMX
Old Westbury Small & Mid Cap Strategies Fund
|
MF | Independent / Boutique | 0.01% | $1,029,926.44 | 68,148 | Apr 30, 2026 | Jun 26, 2026 |
|
SLX
VanEck Steel ETF
|
ETF | Independent / Boutique | 0.65% | $980,514.81 | 77,843 | Mar 31, 2026 | May 28, 2026 |
|
GWX
State Street(R) SPDR(R) S&P(R) International Small Cap ETF
|
ETF | State Street (SPDR) | 0.10% | $797,420.67 | 65,044 | Mar 31, 2026 | May 28, 2026 |
|
DFWIX
World ex U.S. Core Equity Portfolio
|
MF | Dimensional Fund Advisors | 0.01% | $779,970.63 | 51,609 | Apr 30, 2026 | Jun 24, 2026 |
|
IMFL
Invesco International Developed Dynamic Multifactor ETF
|
ETF | Invesco | 0.07% | $709,341.73 | 45,351 | Feb 28, 2026 | Apr 28, 2026 |
|
DSCLX
International Social Core Equity Portfolio
|
MF | Dimensional Fund Advisors | 0.03% | $690,546.57 | 45,692 | Apr 30, 2026 | Jun 24, 2026 |
|
SSGVX
State Street Global All Cap Equity ex-U.S. Index Portfolio
|
MF | State Street (SPDR) | 0.01% | $670,097.59 | 53,199 | Mar 31, 2026 | May 28, 2026 |
|
ERTH
Invesco MSCI Sustainable Future ETF
|
ETF | Invesco | 0.37% | $550,001.23 | 36,443 | Apr 30, 2026 | Jun 26, 2026 |
|
CAREX
Domini Sustainable Solutions Fund
|
MF | Independent / Boutique | 1.07% | $532,524.27 | 35,236 | Apr 30, 2026 | Jun 24, 2026 |
|
PPYAX
PIMCO RAE International Fund
|
MF | PIMCO | 0.10% | $524,814.28 | 41,360 | Mar 31, 2026 | May 29, 2026 |
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