As of the latest SEC filings, UTAH MEDICAL PRODUCTS INC (UTMD) is held by 139 institutional funds. The largest fund shareholder is Brandes Small Cap Value Fund (BSCMX), holding an estimated $12,174,959.98 in market value, representing 2.64% of its portfolio.
Funds holding UTAH MEDICAL PRODUCTS INC (UTMD)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- UTMD
- CIK:
- 0000706698
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
BSCMX
Brandes Small Cap Value Fund
|
MF | Independent / Boutique | 2.64% | $12,174,959.98 | 196,402 | Mar 31, 2026 | May 28, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $6,288,017.64 | 101,436 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $3,728,760.49 | 60,151 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $2,241,158.36 | 34,258 | Apr 30, 2026 | Jun 24, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $2,072,263.71 | 33,429 | Mar 31, 2026 | May 28, 2026 |
|
FSMD
Fidelity Small-Mid Multifactor ETF
|
ETF | Fidelity | 0.08% | $2,011,992.10 | 30,755 | Apr 30, 2026 | Jun 26, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.03% | $1,982,291.42 | 30,301 | Apr 30, 2026 | Jun 24, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $1,960,048.62 | 29,961 | Apr 30, 2026 | Jun 26, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.01% | $1,477,903.59 | 23,841 | Mar 31, 2026 | May 28, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.01% | $1,426,744.78 | 21,809 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $1,414,511.24 | 21,622 | Apr 30, 2026 | Jun 24, 2026 |
|
HWVIX
Hotchkis and Wiley Small Cap Diversified Value Fund
|
MF | Independent / Boutique | 0.16% | $1,351,382.00 | 21,800 | Mar 31, 2026 | Jun 1, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,321,811.10 | 20,205 | Apr 30, 2026 | Jun 29, 2026 |
|
PSTWX
SmallCap Value Fund II
|
MF | Independent / Boutique | 0.09% | $1,063,925.46 | 16,263 | Apr 30, 2026 | Jun 25, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $1,000,282.37 | 15,017 | Feb 28, 2026 | Apr 28, 2026 |
|
HUSEX
Huber Small Cap Value Fund
|
MF | Independent / Boutique | 1.06% | $984,178.48 | 15,044 | Apr 30, 2026 | Jun 15, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $981,964.62 | 14,742 | Feb 28, 2026 | Apr 24, 2026 |
|
QWVOX
Clearwater Select Equity Fund
|
MF | Independent / Boutique | 0.21% | $905,177.98 | 14,602 | Mar 31, 2026 | May 27, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $841,824.56 | 12,868 | Apr 30, 2026 | Jun 29, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $691,293.14 | 10,567 | Apr 30, 2026 | Jun 29, 2026 |
|
FCTDX
Strategic Advisers Fidelity U.S. Total Stock Fund
|
MF | Fidelity | 0.00% | $572,846.00 | 8,600 | Feb 28, 2026 | Apr 24, 2026 |
|
-
AST Small-Cap Equity Portfolio
|
ETF | Independent / Boutique | 0.03% | $526,729.03 | 8,497 | Mar 31, 2026 | May 27, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.04% | $476,207.18 | 7,682 | Mar 31, 2026 | May 28, 2026 |
|
CZMSX
Multi-Manager Small Cap Equity Strategies Fund
|
MF | Columbia Threadneedle | 0.04% | $472,931.00 | 7,100 | Feb 28, 2026 | Apr 27, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.01% | $423,921.60 | 6,480 | Apr 30, 2026 | Jun 25, 2026 |
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