World Ex U.S. Targeted Value Portfolio XSWX:BAER Holdings History
World ex U.S. Targeted Value Portfolio's Julius Baer Gruppe AG Holding Summary
As of 2025-04-30, DFA INVESTMENT DIMENSIONS GROUP INC held 47,004.00 shares of Julius Baer Gruppe AG(XSWX:BAER), totaling CHF3.05 Mil. This investment constitutes 0.42% of their stock portfolio, and DFA INVESTMENT DIMENSIONS GROUP INC now holds 0.02% of the outstanding Julius Baer Gruppe AG(XSWX:BAER) stock.
The initial trade took place in 2021Q4. And since then World ex U.S. Targeted Value Portfolio has made 3 purchases of XSWX:BAER, at an average price of CHF56.92, for a total of 61,716.00 shares. In addition, there have been 3 sales at an average price of CHF51.35 for 14,712.00 shares. Based on historical transaction data and XSWX:BAER's current price of CHF54.08, World ex U.S. Targeted Value Portfolio's estimated gain on his XSWX:BAER holdings is CHF-215,590.11, reflecting a -6.14% gain to date.
World ex U.S. Targeted Value Portfolio XSWX:BAER (CHF54.08) Holding Chart
World ex U.S. Targeted Value Portfolio XSWX:BAER (CHF54.08) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price CHF-/Share | ||
| Shares Sold | 0 | Average Price CHF-/Share | ||
| Current Price CHF0.00 | Total Estimated Gain 0 % | |||
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