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Dimensional vs Equitable: how alike they voted, 2023-2024

94.0% When both took a single position, they voted the same way on 94.0% of 59,684 items (56,077 the same, 3,607 different). 5,547 items where at least one of them split its funds are listed separately below. Both voted on 65,231 items in all.

Dimensional 2023-2024 · Equitable 2023-2024 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
	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%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

2 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
STRIDE INC.	December 7, 2023	Approval of the stockholder proposal regarding a report on lobbying; and Other Social Issues	Shareholder (E&S)	Against	AGAINST 18 funds	FOR 6 funds
WARRIOR MET COAL INC.	April 25, 2024	STOCKHOLDER PROPOSAL: To adopt a resolution urging the Board of Directors to commission and oversee an assessment of the Company's respect for the internationally recognized human rights of freedom of association and collective bargaining. Human Rights or Human Capital/workforce	Shareholder (E&S)	Contested	AGAINST 16 funds	FOR 6 funds

← All 20 managers, 2023-2024

How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.