Position in UTMD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$13,714,395
+$1,446,080 QoQ
Shares Held
198,817
+0.5% QoQ
Ownership
6.24%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 115 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 4%
None 2%
Common Shares in UTMD Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $3,421,193,449 across 31 Medical Instruments & Supplies names. UTMD ranks #24 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BDX |
Becton Dickinson & Co
|
2,141,003 | $323,997,982 | |
| 2 | ISRG |
Intuitive Surgical Inc
|
753,841 | $299,787,486 | |
| 3 | NVST |
Envista Holdings Corp
|
9,566,949 | $252,089,104 | |
| 4 | ALGN |
Align Technology Inc
|
1,438,900 | $242,684,872 | |
| 5 | COO |
Cooper Companies, Inc.
|
3,341,607 | $239,626,635 | |
| 6 | RMD |
Resmed Inc
|
1,123,577 | $218,962,684 | |
| 7 | ATR |
Aptargroup, Inc.
|
1,741,294 | $218,010,008 | |
| 8 | AVTR |
Avantor, Inc.
|
20,412,181 | $202,080,590 |
All Filings in UTMD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,714,395 | 198,817 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $12,268,315 | 197,908 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $10,996,641 | 196,509 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $12,596,013 | 200,032 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $11,239,763 | 197,466 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $10,813,364 | 192,958 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,476,447 | 186,700 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,742,970 | 175,504 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $11,378,409 | 170,310 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $11,492,085 | 161,610 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $13,731,563 | 163,044 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $13,752,776 | 159,916 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $14,457,835 | 155,127 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $14,645,564 | 154,538 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $15,418,084 | 153,368 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $13,045,859 | 152,923 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $13,138,575 | 152,952 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $13,451,412 | 149,693 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $15,010,100 | 150,101 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $14,065,352 | 151,501 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $12,942,237 | 152,190 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $13,275,866 | 153,301 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $13,640,245 | 161,806 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $13,285,495 | 166,339 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $15,027,293 | 169,570 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $16,021,887 | 170,355 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||