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  Name: UMA Financial Services Inc.
  City: SALT LAKE CITY
  State: UT
  Zip: 84107
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $475,564,000
  Total Value Change : $27,614,000
  Securities Held Change : 9
   
All Securities Held : 176
  New Positions : 18
  Closed Positions : 9
  Increased Positions : 84
  Unchanged Positions : 22
  Decreased Positions : 52

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Holdings Found : 18     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (DYNF)1 Year Chart         DYNF Blackrock Us Equity Factor ... 6 New $44.51 $14,421,000 334,276 3.03% 14,421,000 334,276 3.714    N/A
   (HEFA)1 Year Chart         HEFA Ishares Currency Hedged Msc... 28 New $0.00 $4,140,000 122,048 0.87% 4,140,000 122,048 0.016    N/A
   (DFSU)1 Year Chart         DFSU Dimensional Us Sustainabili... 62 New $0.00 $1,152,000 35,200 0.24% 1,152,000 35,200 0.039    N/A
   (DFSI)1 Year Chart         DFSI Dimensional Intl Sustainabi... 112 New $0.00 $357,000 11,120 0.08% 357,000 11,120 0.012    N/A
   (CAT)1 Year Chart         CAT Caterpillar Inc 141 New $358.18 $245,000 680 0.05% 245,000 680 0    Farm & Construction M...
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 144 New $201.51 $240,000 1,326 0.05% 240,000 1,326 0    Domestic Money Center...
   (SPGI)1 Year Chart         SPGI S&P Global Inc 147 New $428.03 $236,000 578 0.05% 236,000 578 0    Publishing
   (DAL)1 Year Chart         DAL Delta Air Lines Inc 148 New $46.55 $234,000 5,031 0.05% 234,000 5,031 0.001    Major Airlines
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 151 New $117.67 $224,000 1,888 0.05% 224,000 1,888 0    Integrated Oil & Gas
   (APH)1 Year Chart         APH Amphenol Corp 154 New $128.56 $223,000 1,978 0.05% 223,000 1,978 0    Diversified Electronics
   (XSOE)1 Year Chart         XSOE Wisdomtree Emerging Markets... 156 New $30.60 $221,000 7,761 0.05% 221,000 7,761 0.007    N/A
   (BLK)1 Year Chart         BLK BlackRock Inc A 157 New $802.96 $221,000 294 0.05% 221,000 294 0    Investment Brokerage ...
   (CPRT)1 Year Chart         CPRT Copart Inc 159 New $54.40 $216,000 3,976 0.05% 216,000 3,976 0.001    Auto Dealerships
   (DFAR)1 Year Chart         DFAR Dfa Dimensional Us Real Est... 162 New $0.00 $211,000 10,251 0.04% 211,000 10,251 0.011    N/A
   (MSI)1 Year Chart         MSI Motorola Inc 164 New $361.05 $206,000 606 0.04% 206,000 606 0    Communication Equipment
   (WPM)1 Year Chart         WPM Wheaton Precious Metals Corp 167 New $55.36 $203,000 3,962 0.04% 203,000 3,962 0.001    Silver
   (DMXF)1 Year Chart         DMXF Ishares Esg Advanced Msci E... 169 New $0.00 $202,000 3,096 0.04% 202,000 3,096 0.034    N/A
   (ORCL)1 Year Chart         ORCL Oracle Corp 172 New $120.87 $201,000 1,663 0.04% 201,000 1,663 0    Application Software
      18 Records Found
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