Number of Shares
13,844.00
Current Holdings Value*
CHF3.08 Mil
% of Portfolio
0.43%
Total Estimate Gain
CHF699,570.80
% of Total Estimate Gain
33.41%

World ex U.S. Targeted Value Portfolio's Baloise Holding AG Holding Summary

As of 2025-04-30, DFA INVESTMENT DIMENSIONS GROUP INC held 13,844.00 shares of Baloise Holding AG(XSWX:BALN), totaling CHF3.08 Mil. This investment constitutes 0.43% of their stock portfolio, and DFA INVESTMENT DIMENSIONS GROUP INC now holds 0.03% of the outstanding Baloise Holding AG(XSWX:BALN) stock.

The initial trade took place in 2021Q4. In addition, there have been 2 sales at an average price of CHF147.37 for 580.00 shares. Based on historical transaction data and XSWX:BALN's current price of CHF195.60, World ex U.S. Targeted Value Portfolio's estimated gain on his XSWX:BALN holdings is CHF699,570.80, reflecting a 33.41% gain to date.

World ex U.S. Targeted Value Portfolio XSWX:BALN (CHF195.60) Holding Chart

World ex U.S. Targeted Value Portfolio XSWX:BALN (CHF195.60) 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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