Home › Asset managers › Compare 2023-2024 › Dimensional vs Equitable
Dimensional 2023-2024 · Equitable 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 65,231 | 56,077 | 3,607 | 5,547 | 94.0% | 90.7% |
| Board proposals | 55,762 | 47,545 | 3,427 | 4,790 | 93.3% | 90.0% |
| E&S shareholder proposals | 397 | 111 | 2 | 284 | 98.2% | 78.1% |
| Other items | 9,072 | 8,421 | 178 | 473 | 97.9% | 95.8% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
3,427 items. “Voted differently”: each manager’s funds all voted one way, and the two ways differ. “Split”: at least one manager’s funds did not all vote the same way.
| Company | Meeting | Proposal | On the ballot from | Board recommended | Dimensional | Equitable |
|---|---|---|---|---|---|---|
| ENERGY SERVICES OF AMERICA CORP. | February 21, 2024 | Election of Directors: Joseph L. Williams Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 1 fund |
| ENERGY SERVICES OF AMERICA CORP. | February 21, 2024 | Election of Directors: Patrick J. Farrell Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 1 fund |
| ENERGY SERVICES OF AMERICA CORP. | February 21, 2024 | Election of Directors: Samuel G. Kapourales Director Elections |
Board | For | FOR 9 funds |
WITHHOLD 1 fund |
| ENERGY VAULT HOLDINGS INC. | May 24, 2024 | Election of Class III members of the Board of Directors: Robert Piconi Director Elections |
Board | For | WITHHOLD 3 funds |
FOR 7 funds |
| ENFUSION INC. | June 13, 2024 | Election of Class III Directors: Oleg Movchan Director Elections |
Board | For | WITHHOLD 11 funds |
FOR 6 funds |
| ENI SPA | May 15, 2024 | Approve Second Section of the Remuneration Report Compensation |
Board | For | AGAINST 4 funds |
FOR 10 funds |
| ENN ENERGY HOLDINGS LTD. | May 31, 2024 | Authorize Board to Fix Remuneration of Directors Compensation |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| ENN ENERGY HOLDINGS LTD. | May 31, 2024 | Elect Wang Yusuo as Director Director Elections |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| ENPHASE ENERGY INC. | May 15, 2024 | To approve, on advisory basis, the compensation of our named executive officers, as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 16 funds |
FOR 18 funds |
| ENTERPRISE BANCORP INC. | May 7, 2024 | Election of the following five directors of the Company, each to serve for a three-year term expiring at the 2027 annual meeting of shareholders or until their respective successors are duly elected and qualified, or until their earlier resignation, death or removal from office: Gino J. Baroni Director Elections |
Board | For | AGAINST 17 funds |
FOR 4 funds |
| ENTRA ASA | April 23, 2024 | Approve Creation of NOK 18.2 Million Pool of Capital without Preemptive Rights Capital Structure |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| ENTRAVISION COMMUNICATIONS CORP. | May 30, 2024 | To approve, on an advisory, non-binding basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 7 funds |
| ENVELA CORP. | June 28, 2024 | The election as directors of all nominees listed: Alexandra C. Griffin Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 6 funds |
| ENVELA CORP. | June 28, 2024 | The election as directors of all nominees listed: Richard D. Schepp Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 6 funds |
| EPSILON ENERGY LTD. | August 17, 2023 | Election of Directors: John Lovoi Director Elections |
Board | For | WITHHOLD 15 funds |
FOR 1 fund |
| EPSILON ENERGY LTD. | May 15, 2024 | Election of Directors: John Lovoi Director Elections |
Board | For | FOR 16 funds |
WITHHOLD 1 fund |
| EPSILON ENERGY LTD. | May 15, 2024 | Election of Directors: Tracy Stephens Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 1 fund |
| EQUATORIAL ENERGIA SA | April 30, 2024 | Approve Share Matching Plan Compensation |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| EQUITY LIFESTYLE PROPERTIES INC. | April 30, 2024 | Election of Nine (9) Directors: David Contis Director Elections |
Board | For | WITHHOLD 4 funds |
FOR 15 funds |
| EREX CO. LTD. | June 25, 2024 | Elect Director Tamura, Makoto Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| ESCALADE INC. | May 8, 2024 | Election of Directors: Edward E. Williams Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 5 funds |
| ESCALADE INC. | May 8, 2024 | Election of Directors: Katherine F. Franklin Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 5 funds |
| ESCALADE INC. | May 8, 2024 | To approve, by non-binding vote, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 19 funds |
FOR 5 funds |
| ESQUIRE FINANCIAL HOLDINGS INC. | May 30, 2024 | APPROVAL OF THE ESQUIRE FINANCIAL HOLDINGS, INC. 2024 EQUITY INCENTIVE PLAN. Compensation |
Board | For | AGAINST 18 funds |
FOR 8 funds |
| ESQUIRE FINANCIAL HOLDINGS INC. | May 30, 2024 | Election of Directors: Andrew C. Sagliocca 3 year term Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 8 funds |
| ESQUIRE FINANCIAL HOLDINGS INC. | May 30, 2024 | Election of Directors: Anthony Coelho 3 year term Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 8 funds |
| ESQUIRE FINANCIAL HOLDINGS INC. | May 30, 2024 | Election of Directors: Richard T. Powers 3 year term Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 8 funds |
| ESSA BANCORP INC. | March 7, 2024 | The consideration of an advisory, non-binding resolution with respect to the executive compensation described in the Proxy Statement. Say-on-Pay |
Board | For | AGAINST 17 funds |
FOR 7 funds |
| ESSILORLUXOTTICA SA | April 30, 2024 | Approve Compensation of Francesco Milleri, Chairman and CEO Compensation |
Board | For | AGAINST 2 funds |
FOR 12 funds |
| ESSILORLUXOTTICA SA | April 30, 2024 | Approve Compensation of Paul du Saillant, Vice-CEO Compensation |
Board | For | AGAINST 2 funds |
FOR 12 funds |
| ESSILORLUXOTTICA SA | April 30, 2024 | Elect Francesco Milleri as Director Director Elections |
Board | For | AGAINST 2 funds |
FOR 12 funds |
| ETIHAD ETISALAT CO. | June 27, 2024 | Ratify Auditors and Fix Their Remuneration for Q2, Q3 and Annual Statement of FY 2024 and Q1 of FY 2025 Audit-related |
Board | For | FOR 5 funds |
ABSTAIN 1 fund |
| ETON PHARMACEUTICALS INC. | June 11, 2024 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| ETON PHARMACEUTICALS INC. | June 11, 2024 | Election of Directors: Sean E. Brynjelsen Director Elections |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| EURAZEO SE | May 7, 2024 | Reelect Jean-Charles Decaux as Supervisory Board Member Director Elections |
Board | For | AGAINST 3 funds |
FOR 7 funds |
| EUROFINS SCIENTIFIC SE | April 25, 2024 | Reelect Gilles Martin as Executive Director Director Elections |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| EUROFINS SCIENTIFIC SE | April 25, 2024 | Reelect Yves-Loic Martin as Non-Executive Director Director Elections |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| EURONET WORLDWIDE INC. | May 16, 2024 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 10 funds |
| EVE ENERGY CO. LTD. | May 10, 2024 | Approve to Appoint Auditor Audit-related |
Board | For | FOR 5 funds |
ABSTAIN 1 fund |
| EVERQUOTE INC. | June 6, 2024 | Election of Directors: Jayme Mendal Director Elections |
Board | For | WITHHOLD 11 funds |
FOR 8 funds |
| EVERQUOTE INC. | June 6, 2024 | Election of Directors: Mira Wilczek Director Elections |
Board | For | WITHHOLD 11 funds |
FOR 8 funds |
| EVERQUOTE INC. | June 6, 2024 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 12 funds |
FOR 8 funds |
| EVERSPIN TECHNOLOGIES INC. | May 23, 2024 | Election of Directors: Geoff Ribar Director Elections |
Board | For | WITHHOLD 11 funds |
FOR 1 fund |
| EVERSPIN TECHNOLOGIES INC. | May 23, 2024 | Election of Directors: Lawrence G. Finch Director Elections |
Board | For | FOR 11 funds |
WITHHOLD 1 fund |
| EVERSPIN TECHNOLOGIES INC. | May 23, 2024 | Election of Directors: Tara Long Director Elections |
Board | For | WITHHOLD 11 funds |
FOR 1 fund |
| EVI INDUSTRIES INC. | December 13, 2023 | Election of six directors: Dennis Mack Director Elections |
Board | For | WITHHOLD 15 funds |
FOR 8 funds |
| EVI INDUSTRIES INC. | December 13, 2023 | Election of six directors: Henry M. Nahmad Director Elections |
Board | For | WITHHOLD 15 funds |
FOR 8 funds |
| EVOLUS INC. | June 6, 2024 | Approval of, on an advisory basis, the compensation of Evolus' named executive officers. Say-on-Pay |
Board | For | AGAINST 3 funds |
FOR 7 funds |
| EVOLUS INC. | June 6, 2024 | Election of Class III directors for a three-year term: David Moatazedi Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 7 funds |
| EVT LTD. | October 20, 2023 | Approve Remuneration Report Compensation |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| EVT LTD. | October 20, 2023 | Elect Valerie Anne Davies as Director Director Elections |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| EXCELERATE ENERGY INC. | June 6, 2024 | Election of Directors: Don P. Millican Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 8 funds |
| EXCELERATE ENERGY INC. | June 6, 2024 | Election of Directors: Henry G. Kleemeier Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 8 funds |
| EXCELERATE ENERGY INC. | June 6, 2024 | Election of Directors: Robert A. Waldo Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 8 funds |
| EXCELERATE ENERGY INC. | June 6, 2024 | Election of Directors: Steven M. Kobos Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 8 funds |
| EXP WORLD HOLDINGS INC. | May 13, 2024 | Election of Directors: Glenn Sanford Director Elections |
Board | For | AGAINST 5 funds |
FOR 7 funds |
| EXP WORLD HOLDINGS INC. | May 13, 2024 | Election of Directors: Randall Miles Director Elections |
Board | For | FOR 5 funds |
AGAINST 7 funds |
| EXXARO RESOURCES LTD. | May 23, 2024 | Elect Nosipho Molope as Director Director Elections |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| EXXARO RESOURCES LTD. | May 23, 2024 | Elect Nosipho Molope as Member of the Audit Committee Director Elections |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| EXXARO RESOURCES LTD. | May 23, 2024 | Elect Nosipho Molope as Member of the Social, Ethics and Responsibility Committee Director Elections |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| F&G ANNUITIES & LIFE INC. | July 12, 2023 | Approval of a non-binding advisory resolution on the compensation paid to our named executive officers. Say-on-Pay |
Board | For | AGAINST 18 funds |
FOR 4 funds |
| F-TECH INC. | June 20, 2024 | Elect Director Fukuda, Yuichi Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| F.N.B. CORP. | May 8, 2024 | Advisory approval of the 2023 named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 20 funds |
FOR 8 funds |
| FAIRFAX FINANCIAL HOLDINGS LTD. | April 11, 2024 | Elect Director William C. Weldon Director Elections |
Board | For | AGAINST 11 funds |
FOR 1 fund |
| FALCO HOLDINGS CO. LTD. | June 21, 2024 | Elect Director Takai, Masaharu Director Elections |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| FALCO HOLDINGS CO. LTD. | June 21, 2024 | Elect Director Yasuda, Tadashi Director Elections |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| FAR EAST HORIZON LTD. | June 5, 2024 | Authorize Board to Fix Remuneration of Directors Compensation |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| FARMER BROS. CO. | January 24, 2024 | Election of Directors: David A. Pace Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 1 fund |
| FARMER BROS. CO. | January 24, 2024 | Election of Directors: Waheed Zaman Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 1 fund |
| FARMER BROS. CO. | January 24, 2024 | To hold an advisory (non-binding) vote to approve the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 2 funds |
| FARMLAND PARTNERS INC. | April 29, 2024 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 7 funds |
| FATHOM HOLDINGS INC. | August 28, 2023 | Election of Directors: Jennifer Venable Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 1 fund |
| FATHOM HOLDINGS INC. | August 28, 2023 | To approve an amendment to the Fathom Holdings Inc. 2019 Omnibus Stock Incentive Plan to increase the share reserve by 1,700,000 shares of common stock. Compensation |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| FEED ONE CO. LTD. | June 21, 2024 | Elect Director Yoshisato, Kaku Director Elections |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| FELISSIMO CORP. | May 30, 2024 | Elect Alternate Director and Audit Committee Member Mori, Satoshi Director Elections |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| FELISSIMO CORP. | May 30, 2024 | Elect Director Yazaki, Kazuhiko Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| FELISSIMO CORP. | May 30, 2024 | Elect Director and Audit Committee Member Fujita, Kiyofumi Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| FG GROUP HOLDINGS INC. | December 6, 2023 | Election of Directors: Charles T. Lanktree Director Elections |
Board | For | FOR 12 funds |
WITHHOLD 1 fund |
| FG GROUP HOLDINGS INC. | December 6, 2023 | Election of Directors: William J. Gerber Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 1 fund |
| FIDEA HOLDINGS CO. LTD. | June 21, 2024 | Elect Director Aoki, Jun Director Elections |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| FIDEA HOLDINGS CO. LTD. | June 21, 2024 | Elect Director Narita, Kyoko Director Elections |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| FIDEA HOLDINGS CO. LTD. | June 21, 2024 | Elect Director Niino, Masahiro Director Elections |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| FIDEA HOLDINGS CO. LTD. | June 21, 2024 | Elect Director Nunoi, Tomoko Director Elections |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| FIDEA HOLDINGS CO. LTD. | June 21, 2024 | Elect Director Tao, Yuichi Director Elections |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| FINANCIAL PARTNERS GROUP CO. LTD. | December 22, 2023 | Appoint Statutory Auditor Yamauchi, Kazuhide Compensation |
Board | For | AGAINST 2 funds |
FOR 1 fund |
| FINWARD BANCORP | May 24, 2024 | Election of Directors: Anthony M. Puntillo Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 1 fund |
| FINWISE BANCORP | June 27, 2024 | Election of Directors: Alan Weichselbaum Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 1 fund |
| FINWISE BANCORP | June 27, 2024 | Election of Directors: James Giordano Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 1 fund |
| FINWISE BANCORP | June 27, 2024 | Election of Directors: Jeana Hutchings Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 1 fund |
| FIRST ADVANTAGE CORP. | June 7, 2024 | To elect the three Class III director nominees listed in the Proxy Statement: John Rudella Director Elections |
Board | For | WITHHOLD 21 funds |
FOR 7 funds |
| FIRST BANCORP | May 2, 2024 | Election of Directors: Suzanne S. DeFerie Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 5 funds |
| FIRST CAPITAL INC. | May 22, 2024 | Election of Directors: Carolyn E. Wallace Director Elections |
Board | For | AGAINST 9 funds |
FOR 1 fund |
| FIRST CAPITAL INC. | May 22, 2024 | Election of Directors: Jill S. Saegesser Director Elections |
Board | For | AGAINST 9 funds |
FOR 1 fund |
| FIRST CAPITAL INC. | May 22, 2024 | Election of Directors: Kathryn W. Ernstberger Director Elections |
Board | For | AGAINST 9 funds |
FOR 1 fund |
| FIRST CAPITAL INC. | May 22, 2024 | Election of Directors: William I. Orwick, Sr. Director Elections |
Board | For | AGAINST 9 funds |
FOR 1 fund |
| FIRST GUARANTY BANCSHARES INC. | May 16, 2024 | To elect the nominees listed below: Jack Rossi Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 1 fund |
| FIRST GUARANTY BANCSHARES INC. | May 16, 2024 | To elect the nominees listed below: Marshall T. Reynolds Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 1 fund |
| FIRST GUARANTY BANCSHARES INC. | May 16, 2024 | To elect the nominees listed below: William K. Hood Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 1 fund |
| FIRST GUARANTY BANCSHARES INC. | May 16, 2024 | To elect the nominees listed below: dgar R. Smith III Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 1 fund |
| FIRST INTERNET BANCORP | May 20, 2024 | To elect eight directors to serve until the next Annual Meeting of Shareholders: Jean L. Wojtowicz Director Elections |
Board | For | WITHHOLD 19 funds |
FOR 1 fund |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.