Utah Medical Products, Inc.
US ˙ NasdaqGS ˙ US9174881089

SecurityUTMD / Utah Medical Products, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership197,466 shares
Ownership 6.10%
Dimensional Fund Advisors Lp ownership in UTMD / Utah Medical Products, Inc.

2025-07-15 - Dimensional Fund Advisors Lp has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 197,466 shares of Utah Medical Products, Inc. (US:UTMD). This represents 6.1 percent ownership of the company. In their previous filing dated 2024-10-31 , Dimensional Fund Advisors Lp had reported owning 175,504 shares, indicating an increase of 12.51 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2025-07-15 2025-07-15 13G/A 175,504 197,466 12.51 6.10 22.00
2024-10-31 2024-10-31 13G 175,504 5.00

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F UTAH MED PRODS COM 917488108 197,908 1,399 0.71 12,269 11.58 0.0005
2026-02-12 2025-12-31 13F UTAH MED PRODS COM 917488108 196,509 -3,523 -1.76 10,997 -12.70 0.0023
2025-11-12 2025-09-30 13F UTAH MED PRODS COM 917488108 200,032 2,566 1.30 12,596 12.06 0.0027
2025-08-12 2025-06-30 13F UTAH MED PRODS COM 917488108 197,466 4,508 2.34 11,240 3.95 0.0026
2025-05-13 2025-03-31 13F UTAH MED PRODS COM 917488108 192,958 6,258 3.35 10,813 -5.78 0.0027
2025-02-13 2024-12-31 13F UTAH MED PRODS COM 917488108 186,700 11,196 6.38 11,476 -2.27 0.0028
2024-11-07 2024-09-30 13F UTAH MED PRODS COM 917488108 175,504 5,194 3.05 11,743 3.20 0.0028
2024-08-09 2024-06-30 13F UTAH MED PRODS COM 917488108 170,310 8,700 5.38 11,378 -0.99 0.0030
2024-05-10 2024-03-31 13F UTAH MED PRODS COM 917488108 161,610 -1,434 -0.88 11,492 -16.31 0.0031
2024-02-07 2023-12-31 13F UTAH MED PRODS COM 917488108 163,044 3,128 1.96 13,732 -0.15 0.0040
2023-11-09 2023-09-30 13F UTAH MED PRODS COM 917488108 159,916 4,789 3.09 13,753 -4.87 0.0045
2023-08-09 2023-06-30 13F UTAH MED PRODS COM 917488108 155,127 589 0.38 14,458 -1.29 0.0046
2023-05-12 2023-03-31 13F UTAH MED PRODS COM 917488108 154,538 1,170 0.76 14,646 97,540.00 0.0049
2023-02-09 2022-12-31 13F UTAH MED PRODS COM 917488108 153,368 445 0.29 15 -99.89 0.0046
2022-11-10 2022-09-30 13F UTAH MED PRODS COM 917488108 152,923 -29 -0.02 13,046 -0.70 0.0050
2022-08-12 2022-06-30 13F UTAH MED PRODS COM 917488108 152,952 3,259 2.18 13,138 -2.33 0.0047
2022-05-13 2022-03-31 13F UTAH MED PRODS COM 917488108 149,693 -408 -0.27 13,451 -10.39 0.0041
2022-02-09 2021-12-31 13F UTAH MED PRODS COM 917488108 150,101 -1,400 -0.92 15,010 6.71 0.0045
2021-11-12 2021-09-30 13F UTAH MED PRODS COM 917488108 151,501 -689 -0.45 14,066 8.68 0.0045
2021-08-12 2021-06-30 13F UTAH MED PRODS COM 917488108 152,190 -1,111 -0.72 12,943 -2.51 0.0041
2021-05-14 2021-03-31 13F UTAH MED PRODS COM 917488108 153,301 -8,505 -5.26 13,276 -2.67 0.0044
2021-03-08 2020-12-31 13F/A-2 UTAH MED PRODS COM 917488108 161,806 -4,533 -2.73 13,640 2.66 0.0049
2021-02-11 2020-12-31 13F UTAH MED PRODS COM 917488108 161,806 -4,533 13,640 4,926.0430
2020-11-12 2020-09-30 13F UTAH MED PRODS COM 917488108 166,339 -3,231 -1.91 13,286 -11.59 0.0056
2020-08-13 2020-06-30 13F UTAH MED PRODS COM 917488108 169,570 -785 -0.46 15,028 -6.19 0.0066
2020-05-14 2020-03-31 13F UTAH MED PRODS COM 917488108 170,355 -540 -0.32 16,020 -13.12 0.0083
2020-02-14 2019-12-31 13F UTAH MED PRODS COM 917488108 170,895 -1,524 -0.88 18,439 11.58 0.0067
2019-11-12 2019-09-30 13F UTAH MED PRODS COM 917488108 172,419 -200 -0.12 16,525 0.04 0.0064
2019-08-13 2019-06-30 13F UTAH MED PRODS COM 917488108 172,619 -3,949 -2.24 16,518 6.01 0.0064
2019-08-12 2019-03-31 13F/A-2 UTAH MED PRODS COM 917488108 176,568 954 0.54 15,582 6.80 0.0062
2019-05-10 2019-03-31 13F UTAH MED PRODS COM 917488108 176,568 954 15,582
2019-02-26 2018-12-31 13F/A-1 UTAH MED PRODS COM 917488108 175,614 2,336 1.35 14,590 -10.62 0.0066
2019-02-13 2018-12-31 13F UTAH MED PRODS COM 917488108 175,614 2,336 14,590
2018-11-13 2018-09-30 13F UTAH MED PRODS COM 917488108 173,278 1,820 1.06 16,323 -13.58 0.0062
2018-08-10 2018-06-30 13F UTAH MED PRODS COM 917488108 171,458 3,191 1.90 18,887 13.55 0.0075
2018-05-11 2018-03-31 13F UTAH MED PRODS COM 917488108 168,267 4,365 2.66 16,633 24.68 0.0069
2018-02-12 2017-12-31 13F UTAH MED PRODS COM 917488108 163,902 1,654 1.02 13,341 11.79 0.0055
2017-11-13 2017-09-30 13F UTAH MED PRODS COM 917488108 162,248 2,596 1.63 11,934 3.24 0.0052
2017-08-11 2017-06-30 13F UTAH MED PRODS COM 917488108 159,652 5,305 3.44 11,559 20.21 0.0053
2017-05-12 2017-03-31 13F UTAH MED PRODS COM 917488108 154,347 -538 -0.35 9,616 -14.66 0.0046
2017-02-09 2016-12-31 13F UTAH MED PRODS COM 917488108 154,885 -2,393 -1.52 11,268 19.81 0.0056
2016-11-10 2016-09-30 13F UTAH MED PRODS COM 917488108 157,278 -28 -0.02 9,405 -5.10 0.0051
2016-08-09 2016-06-30 13F UTAH MED PRODS COM 917488108 157,306 1,006 0.64 9,910 1.38 0.0057
2016-05-13 2016-03-31 13F UTAH MED PRODS COM 917488108 156,300 2,592 1.69 9,775 8.64 0.0059
2016-02-10 2015-12-31 13F UTAH MED PRODS COM 917488108 153,708 901 0.59 8,998 9.31 0.0056
2015-11-13 2015-09-30 13F UTAH MED PRODS COM 917488108 152,807 395 0.26 8,232 -9.42 0.0054
2015-08-14 2015-06-30 13F UTAH MED PRODS COM 917488108 152,412 59 0.04 9,088 -0.35 0.0056
2015-05-14 2015-03-31 13F UTAH MED PRODS COM 917488108 152,353 -100 -0.07 9,120 -0.38 0.0058
2015-02-06 2014-12-31 13F UTAH MED PRODS COM 917488108 152,453 1,607 1.07 9,155 24.47 0.0060
2014-11-13 2014-09-30 13F UTAH MED PRODS COM 917488108 150,846 -400 -0.26 7,355 -5.46 0.0052
2014-08-08 2014-06-30 13F UTAH MED PRODS COM 917488108 151,246 5,156 3.53 7,780 -7.91 0.0054
2014-05-14 2014-03-31 13F UTAH MED PRODS COM 917488108 146,090 430 0.30 8,448 1.47 0.0063
2014-02-12 2013-12-31 13F UTAH MED PRODS COM 917488108 145,660 -1,897 -1.29 8,326 -5.07 0.0065
2013-11-13 2013-09-30 13F UTAH MED PRODS COM 917488108 147,557 -1,154 -0.78 8,771 8.62 0.0076
2013-08-15 2013-06-30 13F UTAH MED PRODS COM 917488108 148,711 148,711 8,075 0.0076
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.