Dimensional Fund Advisors’s Cohen & Co COHN Stock Holding History

Dimensional Fund Advisors’s Portfolio COHN Stock Details COHN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$175K	Buy	12,873 +2,608	+25%	+$39.2K	﹤0.01%	3087
2026 Q1	$155K	Buy	+10,265	New	+$183K	﹤0.01%	3090
2015 Q1	–	Sell	-855	Closed	-$15K	–	3345
2014 Q4	$15K	Hold	855	–	–	﹤0.01%	3442
2014 Q3	$17K	Hold	855	–	–	﹤0.01%	3452
2014 Q2	$17K	Buy	855 +465	+119%	+$9.86K	﹤0.01%	3505
2014 Q1	$8K	Hold	390	–	–	﹤0.01%	3553
2013 Q4	$8K	Hold	390	–	–	﹤0.01%	3506
2013 Q3	$9K	Hold	390	–	–	﹤0.01%	3534
2013 Q2	$10K	Buy	+390	New	+$9.73K	﹤0.01%	3528

Other funds holding COHN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Dimensional Fund Advisors's COHN Position: Q2 2026 in Review

Dimensional Fund Advisors increased its Cohen & Co (COHN) stake by 25% in Q2 2026, buying an estimated $39.2K and bringing the position to 12,873 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #3087.

Dimensional Fund Advisors first reported a position in COHN in Q2 2013 and has held it in 9 quarters since. 14 funds tracked by Wall St. Rank hold COHN as of Q2 2026.

Dimensional Fund Advisors held 12,873 shares of Cohen & Co worth $175K as of Q2 2026.
Dimensional Fund Advisors bought 2,608 Cohen & Co shares in Q2 2026, an estimated $39.2K.
Cohen & Co made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #3087 holding.
Dimensional Fund Advisors first reported a position in Cohen & Co in Q2 2013 and has held it in 9 quarters since.
14 funds tracked by Wall St. Rank held Cohen & Co as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.