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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 itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 65,23156,0773,607 5,54794.0%90.7%
Board proposals 55,76247,5453,427 4,79093.3%90.0%
E&S shareholder proposals 3971112 28498.2%78.1%
Other items 9,0728,421178 47397.9%95.8%

Where they did not vote alike

Everything Voted differently Split votes

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

5,547 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.

CompanyMeetingProposalOn the ballot from Board recommendedDimensionalEquitable
ALEXANDRIA REAL ESTATE EQUITIES INC. May 14, 2024 Election of Directors: Richard H. Klein
Director Elections
Board For FOR
5 funds
Split
12 FOR, 8 AGAINST
ALEXANDRIA REAL ESTATE EQUITIES INC. May 14, 2024 Election of Directors: Steven R. Hash
Director Elections
Board For FOR
5 funds
Split
12 FOR, 8 AGAINST
ALEXANDRIA REAL ESTATE EQUITIES INC. May 14, 2024 To cast a non-binding, advisory vote on a resolution to approve the compensation of the Company's named executive officers, as more particularly described in the accompanying Proxy Statement.
Say-on-Pay
Board For AGAINST
5 funds
Split
12 FOR, 8 AGAINST
ALFRESA HOLDINGS CORP. June 26, 2024 Elect Director Arakawa, Ryuji
Director Elections
Board For FOR
4 funds
Split
1 FOR, 1 AGAINST
ALIGN TECHNOLOGY INC. May 22, 2024 ADVISORY VOTE ON NAMED EXECUTIVES' COMPENSATION Consider an Advisory Vote to Approve the Compensation of our Named Executive Officers.
Say-on-Pay
Board For FOR
15 funds
Split
17 FOR, 1 AGAINST
ALIGN TECHNOLOGY INC. May 22, 2024 Election of Directors: Joseph Lacob
Director Elections
Board For FOR
14 funds
Split
12 FOR, 5 AGAINST
ALLAKOS INC. May 24, 2024 Election of Class III director nominees: Robert Andreatta
Director Elections
Board For WITHHOLD
3 funds
Split
5 FOR, 2 WITHHOLD
ALLEGION PLC June 6, 2024 Approve the compensation of our named executive officers on an advisory (non-binding) basis.
Say-on-Pay
Board For FOR
17 funds
Split
21 FOR, 2 AGAINST
ALLEGION PLC June 6, 2024 Election of Directors: Kirk S. Hachigian
Director Elections
Board For FOR
16 funds
Split
22 FOR, 1 AGAINST
ALLEGRO.EU SA June 26, 2024 Approve Revised Remuneration Policy
Compensation
Board For AGAINST
2 funds
Split
1 FOR, 1 AGAINST
ALLIANT ENERGY CORP. May 17, 2024 Election of Directors: Nominee for a term ending in 2027: Carol P. Sanders
Director Elections
Board For FOR
9 funds
Split
16 FOR, 3 AGAINST
ALLIANT ENERGY CORP. May 17, 2024 Election of Directors: Nominee for a term ending in 2027: Roger K. Newport
Director Elections
Board For FOR
9 funds
Split
18 FOR, 1 AGAINST
ALLKEM LTD. November 8, 2023 Elect Florencia Heredia as Director
Director Elections
Board For FOR
8 funds
Split
1 FOR, 1 AGAINST
ALLKEM LTD. December 19, 2023 Approve Scheme of Arrangement in Relation to the Proposed Acquisition of the Company by Arcadium Lithium plc
Extraordinary Transactions
Board For FOR
8 funds
Split
1 FOR, 1 ABSTAIN
ALLOGENE THERAPEUTICS INC. June 5, 2024 Election of Directors: Franz Humer, Ph.D.
Director Elections
Board For WITHHOLD
16 funds
Split
4 FOR, 4 WITHHOLD
ALLOGENE THERAPEUTICS INC. June 5, 2024 Election of Directors: John DeYoung
Director Elections
Board For WITHHOLD
16 funds
Split
4 FOR, 4 WITHHOLD
ALLOGENE THERAPEUTICS INC. June 5, 2024 Election of Directors: Joshua Kazam
Director Elections
Board For WITHHOLD
16 funds
Split
5 FOR, 3 WITHHOLD
ALLOGENE THERAPEUTICS INC. June 5, 2024 To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the proxy statement.
Say-on-Pay
Board For AGAINST
17 funds
Split
4 FOR, 4 AGAINST
ALLSTATE CORP (THE) May 14, 2024 Advisory vote to approve the compensation of the named executives.
Say-on-Pay
Board For FOR
17 funds
Split
21 FOR, 1 AGAINST
ALNYLAM PHARMACEUTICALS INC. May 16, 2024 To elect the following nominees as Class II directors of Alnylam: David E.I. Pyott
Director Elections
Board For FOR
10 funds
Split
5 FOR, 6 AGAINST
ALNYLAM PHARMACEUTICALS INC. May 16, 2024 To elect the following nominees as Class II directors of Alnylam: Dennis A. Ausiello, M.D.
Director Elections
Board For FOR
10 funds
Split
5 FOR, 6 AGAINST
ALNYLAM PHARMACEUTICALS INC. May 16, 2024 To elect the following nominees as Class II directors of Alnylam: Olivier Brandicourt, M.D.
Director Elections
Board For FOR
10 funds
Split
5 FOR, 6 AGAINST
ALNYLAM PHARMACEUTICALS INC. May 16, 2024 To elect the following nominees as Class II directors of Alnylam: Peter N. Kellogg
Director Elections
Board For FOR
10 funds
Split
5 FOR, 6 AGAINST
ALPEN CO. LTD. September 28, 2023 Elect Director Mizuno, Atsushi
Director Elections
Board For FOR
3 funds
Split
1 FOR, 1 AGAINST
ALPEN CO. LTD. September 28, 2023 Elect Director Mizuno, Taizo
Director Elections
Board For FOR
3 funds
Split
1 FOR, 1 AGAINST
ALPEN CO. LTD. September 28, 2023 Elect Director and Audit Committee Member Hanai, Masumi
Director Elections
Board For FOR
3 funds
Split
1 FOR, 1 AGAINST
ALPHA SYSTEMS INC. June 27, 2024 Elect Director Fusegi, Takayoshi
Director Elections
Board For FOR
2 funds
Split
1 FOR, 1 AGAINST
ALPHA SYSTEMS INC. June 27, 2024 Elect Director Ishikawa, Yuko
Director Elections
Board For FOR
2 funds
Split
1 FOR, 1 AGAINST
ALPHA SYSTEMS INC. June 27, 2024 Elect Director Jozuka, Junichi
Director Elections
Board For FOR
2 funds
Split
1 FOR, 1 AGAINST
ALPHABET INC. June 7, 2024 Election of ten Directors: Frances H. Arnold
Director Elections
Board For AGAINST
13 funds
Split
11 FOR, 11 AGAINST
ALPHABET INC. June 7, 2024 Election of ten Directors: John L. Hennessy
Director Elections
Board For AGAINST
13 funds
Split
11 FOR, 11 AGAINST
ALPHABET INC. June 7, 2024 Election of ten Directors: K. Ram Shriram
Director Elections
Board For AGAINST
13 funds
Split
11 FOR, 10 AGAINST
ALPHABET INC. June 7, 2024 Election of ten Directors: L. John Doerr
Director Elections
Board For AGAINST
13 funds
Split
11 FOR, 10 AGAINST
ALPHABET INC. June 7, 2024 Election of ten Directors: R. Martin "Marty" Chavez
Director Elections
Board For FOR
13 funds
Split
16 FOR, 6 AGAINST
ALPHABET INC. June 7, 2024 Election of ten Directors: Robin L. Washington
Director Elections
Board For AGAINST
13 funds
Split
11 FOR, 10 AGAINST
ALPHABET INC. June 7, 2024 Election of ten Directors: Roger W. Ferguson Jr.
Director Elections
Board For FOR
13 funds
Split
16 FOR, 6 AGAINST
ALPHABET INC. June 7, 2024 Ratification of the appointment of Ernst & Young LLP as Alphabet's independent registered public accounting firm for the fiscal year ending December 31, 2024
Audit-related
Board For FOR
13 funds
Split
24 FOR, 1 AGAINST
ALPINE INCOME PROPERTY TRUST INC. May 22, 2024 Election of Directors: Mr. Jeffrey S. Yarckin
Director Elections
Board For FOR
4 funds
Split
1 FOR, 5 AGAINST
ALPINE INCOME PROPERTY TRUST INC. May 22, 2024 Election of Directors: Mr. Mark O. Decker, Jr.
Director Elections
Board For FOR
4 funds
Split
1 FOR, 5 AGAINST
ALPS ALPINE CO. LTD. June 26, 2024 Elect Director Izumi, Hideo
Director Elections
Board For FOR
3 funds
Split
1 FOR, 1 AGAINST
ALS LTD. July 26, 2023 Approve Remuneration Report
Compensation
Board None FOR
8 funds
Split
1 FOR, 1 AGAINST
ALTIMMUNE INC. September 28, 2023 Hold an advisory vote on the compensation of the Company's named executive officers as disclosed in the attached Proxy Statement.
Say-on-Pay
Board For AGAINST
4 funds
Split
5 FOR, 2 AGAINST
ALX ONCOLOGY HOLDINGS INC. June 12, 2024 Election of Directors: Corey Goodman, Ph.D.
Director Elections
Board For WITHHOLD
7 funds
Split
1 FOR, 8 WITHHOLD
ALX ONCOLOGY HOLDINGS INC. June 12, 2024 Election of Directors: Jason Lettmann
Director Elections
Board For WITHHOLD
7 funds
Split
8 FOR, 1 WITHHOLD
ALX ONCOLOGY HOLDINGS INC. June 12, 2024 Election of Directors: Sophia Randolph, M.D., Ph.D.
Director Elections
Board For WITHHOLD
7 funds
Split
5 FOR, 4 WITHHOLD
AMADA CO. LTD. June 27, 2024 Elect Director Yamanashi, Takaaki
Director Elections
Board For FOR
4 funds
Split
1 FOR, 1 AGAINST
AMADEUS IT GROUP SA June 5, 2024 Reelect William Connelly as Director
Director Elections
Board For FOR
4 funds
Split
7 FOR, 1 ABSTAIN
AMAZON.COM INC. May 22, 2024 ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION
Say-on-Pay
Board For AGAINST
15 funds
Split
23 FOR, 2 AGAINST
AMAZON.COM INC. May 22, 2024 ELECTION OF DIRECTORS: Edith W. Cooper
Director Elections
Board For AGAINST
14 funds
Split
23 FOR, 3 AGAINST
AMAZON.COM INC. May 22, 2024 ELECTION OF DIRECTORS: Jeffrey P. Bezos
Director Elections
Board For FOR
14 funds
Split
26 FOR, 1 AGAINST
AMAZON.COM INC. May 22, 2024 RATIFICATION OF THE APPOINTMENT OF ERNST & YOUNG LLP AS INDEPENDENT AUDITORS
Audit-related
Board For FOR
14 funds
Split
27 FOR, 1 AGAINST
AMBARELLA INC. June 12, 2024 Election of Directors: Christopher B. Paisley
Director Elections
Board For FOR
11 funds
Split
4 FOR, 4 WITHHOLD
AMC NETWORKS INC. June 12, 2024 Advisory vote on Named Executive Officer compensation
Say-on-Pay
Board For AGAINST
19 funds
Split
4 FOR, 2 AGAINST
AMC NETWORKS INC. June 12, 2024 Election of the following nominees as Directors: Carl E. Vogel
Director Elections
Board For WITHHOLD
18 funds
Split
4 FOR, 2 WITHHOLD
AMC NETWORKS INC. June 12, 2024 Election of the following nominees as Directors: Debra G. Perelman
Director Elections
Board For WITHHOLD
18 funds
Split
4 FOR, 2 WITHHOLD
AMC NETWORKS INC. June 12, 2024 Election of the following nominees as Directors: Joseph M. Cohen
Director Elections
Board For WITHHOLD
18 funds
Split
4 FOR, 2 WITHHOLD
AMC NETWORKS INC. June 12, 2024 Election of the following nominees as Directors: Matthew C. Blank
Director Elections
Board For WITHHOLD
18 funds
Split
4 FOR, 2 WITHHOLD
AMC NETWORKS INC. June 12, 2024 Vote on Proposal to Approve the Company's Amended and Restated 2011 Stock Plan for Non-Employee Directors
Compensation
Board For AGAINST
18 funds
Split
4 FOR, 3 AGAINST
AMDOCS LTD. February 2, 2024 To approve an amendment to the Amdocs Limited 1998 Stock Option and Incentive Plan increasing the number of shares authorized for issuance under the plan and the sublimit on "full value" awards under the plan, in each case, by 3,000,000 shares
Compensation
Board For FOR
17 funds
Split
5 FOR, 1 AGAINST
AMEDISYS INC. September 8, 2023 To adopt the Agreement and Plan of Merger (as it may be amended from time to time, the "Merger Agreement"), dated as of June 26, 2023, by and among UnitedHealth Group Incorporated ("Parent"), Amedisys, Inc. ("Amedisys") and Aurora Holdings Merger Sub Inc., a wholly owned subsidiary of Parent ("Merger Sub"), pursuant to which Merger Sub will merge with and into Amedisys, with Amedisys continuing as the surviving corporation and as a wholly owned subsidiary of Parent (the "Merger").
Extraordinary Transactions
Board For FOR
18 funds
Split
3 FOR, 4 ABSTAIN
AMERANT BANCORP INC. May 8, 2024 To elect directors to serve until the 2025 annual meeting of shareholders: Erin D. Knight
Director Elections
Board For FOR
19 funds
Split
4 FOR, 2 AGAINST
AMERANT BANCORP INC. May 8, 2024 To elect directors to serve until the 2025 annual meeting of shareholders: Miguel A. Capriles L.
Director Elections
Board For FOR
19 funds
Split
4 FOR, 2 AGAINST
AMERANT BANCORP INC. May 8, 2024 To elect directors to serve until the 2025 annual meeting of shareholders: Pamella J. Dana
Director Elections
Board For FOR
19 funds
Split
4 FOR, 2 AGAINST
AMERANT BANCORP INC. May 8, 2024 To elect directors to serve until the 2025 annual meeting of shareholders: Samantha Holroyd
Director Elections
Board For FOR
19 funds
Split
4 FOR, 2 AGAINST
AMEREN CORP. May 9, 2024 COMPANY PROPOSAL - ELECTION OF DIRECTORS-NOMINEES FOR DIRECTOR: RAFAEL FLORES
Director Elections
Board Not determined FOR
8 funds
Split
18 FOR, 1 AGAINST
AMERICAN AIRLINES GROUP INC. June 5, 2024 Advisory vote to approve executive compensation (Say-on-Pay)
Say-on-Pay
Board For AGAINST
10 funds
Split
7 FOR, 13 AGAINST
AMERICAN ASSETS TRUST INC. June 3, 2024 Election of Directors: Dr. Robert S. Sullivan
Director Elections
Board For WITHHOLD
4 funds
Split
3 FOR, 4 WITHHOLD
AMERICAN ASSETS TRUST INC. June 3, 2024 Election of Directors: Joy L. Schaefer
Director Elections
Board For WITHHOLD
4 funds
Split
3 FOR, 4 WITHHOLD
AMERICAN ASSETS TRUST INC. June 3, 2024 Election of Directors: Nina A. Tran
Director Elections
Board For WITHHOLD
4 funds
Split
3 FOR, 4 WITHHOLD
AMERICAN ASSETS TRUST INC. June 3, 2024 Election of Directors: Thomas S. Olinger
Director Elections
Board For FOR
4 funds
Split
3 FOR, 4 WITHHOLD
AMERICAN AXLE & MANUFACTURING HOLDINGS INC. May 2, 2024 Election of Directors: Peter D. Lyons
Director Elections
Board For FOR
18 funds
Split
3 FOR, 2 AGAINST
AMERICAN AXLE & MANUFACTURING HOLDINGS INC. May 2, 2024 Election of Directors: Samuel Valenti III
Director Elections
Board For FOR
18 funds
Split
3 FOR, 2 AGAINST
AMERICAN AXLE & MANUFACTURING HOLDINGS INC. May 2, 2024 Election of Directors: William L. Kozyra
Director Elections
Board For FOR
18 funds
Split
3 FOR, 2 AGAINST
AMERICAN COASTAL INSURANCE CORP. May 14, 2024 Election of Directors To be elected for terms expiring in 2025: Alec L. Poitevint, II Class B Nominee
Director Elections
Board For FOR
6 funds
Split
5 FOR, 2 AGAINST
AMERICAN COASTAL INSURANCE CORP. May 14, 2024 Election of Directors To be elected for terms expiring in 2025: Patrick F. Maroney Class B Nominee
Director Elections
Board For FOR
6 funds
Split
5 FOR, 2 AGAINST
AMERICAN COASTAL INSURANCE CORP. May 14, 2024 Election of Directors To be elected for terms expiring in 2025: Sherrill W. Hudson Class B Nominee
Director Elections
Board For FOR
6 funds
Split
5 FOR, 2 AGAINST
AMERICAN COASTAL INSURANCE CORP. May 14, 2024 Election of Directors To be elected for terms expiring in 2025: William H. Hood, III Class B Nominee
Director Elections
Board For FOR
6 funds
Split
5 FOR, 2 AGAINST
AMERICAN EAGLE OUTFITTERS INC. June 27, 2024 Proposal One. Election of Directors: David M. Sable
Director Elections
Board For FOR
21 funds
Split
4 FOR, 3 AGAINST
AMERICAN EAGLE OUTFITTERS INC. June 27, 2024 Proposal One. Election of Directors: Janice E. Page
Director Elections
Board For FOR
21 funds
Split
4 FOR, 3 AGAINST
AMERICAN EAGLE OUTFITTERS INC. June 27, 2024 Proposal One. Election of Directors: Noel J. Spiegel
Director Elections
Board For FOR
21 funds
Split
4 FOR, 3 AGAINST
AMERICAN ELECTRIC POWER COMPANY INC. April 23, 2024 Election of Directors: Sandra Beach Lin
Director Elections
Board For FOR
8 funds
Split
17 FOR, 1 AGAINST
AMERICAN EQUITY INVESTMENT LIFE HOLDING CO. November 10, 2023 The Merger Proposal - To approve the Agreement and Plan of Merger (the "Merger Agreement"), dated as of July 4, 2023, by and among AEL, Brookfield Reinsurance Ltd. ("Parent"), Arches Merger Sub Inc. ("Merger Sub"), and, solely for the purposes set forth in the Merger Agreement, Brookfield Asset Management Ltd., and the transactions contemplated by the Merger Agreement, including the merger of Merger Sub with and into AEL, with AEL surviving the merger as an indirect wholly owned subsidiary of Parent (the "Merger").
Extraordinary Transactions
Board For FOR
19 funds
Split
4 FOR, 3 ABSTAIN
AMERICAN FINANCIAL GROUP INC. May 23, 2024 Election of Directors: William W. Verity
Director Elections
Board For FOR
16 funds
Split
3 FOR, 4 WITHHOLD
AMERICAN INTERNATIONAL GROUP INC. May 15, 2024 Advisory Vote to Approve Named Executive Officer Compensation.
Say-on-Pay
Board For AGAINST
18 funds
Split
8 FOR, 9 AGAINST
AMERICAN INTERNATIONAL GROUP INC. May 15, 2024 Election of Directors: DIANA M. MURPHY
Director Elections
Board For FOR
17 funds
Split
17 FOR, 1 AGAINST
AMERICAN INTERNATIONAL GROUP INC. May 15, 2024 Election of Directors: LINDA A. MILLS
Director Elections
Board For FOR
17 funds
Split
10 FOR, 7 AGAINST
AMERICAN INTERNATIONAL GROUP INC. May 15, 2024 Ratify Appointment of PricewaterhouseCoopers LLP to Serve as Independent Auditor for 2024.
Audit-related
Board For FOR
17 funds
Split
17 FOR, 1 AGAINST
AMERICAN NATIONAL BANKSHARES INC. November 14, 2023 Proposal to approve the Agreement and Plan of Merger, dated as of July 24, 2023, as it may be amended from time to time, by and between Atlantic Union Bankshares Corporation ("Atlantic Union") and American National Bankshares Inc. ("American National"), under which American National will merge with and into Atlantic Union, with Atlantic Union continuing as the surviving corporation (the "merger").
Extraordinary Transactions
Board For FOR
17 funds
Split
4 FOR, 2 ABSTAIN
AMERICAN NATIONAL BANKSHARES INC. November 14, 2023 Proposal to approve, on an advisory (non-binding) basis, specified compensation that may be paid or become payable to the named executive officers of American National that is based on or otherwise relates to the merger.
Say-on-Pay
Board For AGAINST
18 funds
Split
4 FOR, 2 AGAINST
AMERICAN SOFTWARE INC. August 22, 2023 Election of Directors: Thomas L. Newberry, V
Director Elections
Board For FOR
12 funds
Split
6 FOR, 2 AGAINST
AMERICAN SOFTWARE INC. August 22, 2023 Election of Directors: W. Dennis Hogue
Director Elections
Board For AGAINST
12 funds
Split
6 FOR, 2 AGAINST
AMERICAN STATES WATER CO. May 21, 2024 Election of Class I Directors: Mr. Steven D. Davis
Director Elections
Board For FOR
13 funds
Split
3 FOR, 2 WITHHOLD
AMERICAN STATES WATER CO. May 21, 2024 Election of Class I Directors: Ms. Anne M. Holloway
Director Elections
Board For FOR
13 funds
Split
3 FOR, 2 WITHHOLD
AMERICAN TOWER CORP. May 22, 2024 To ratify the selection of Deloitte & Touche LLP as the Company's independent registered public accounting firm for 2024.
Audit-related
Board For FOR
5 funds
Split
20 FOR, 1 AGAINST
AMERIPRISE FINANCIAL INC. April 24, 2024 Election of Directors: Amy DiGeso
Director Elections
Board For FOR
16 funds
Split
20 FOR, 1 AGAINST
AMERIPRISE FINANCIAL INC. April 24, 2024 Election of Directors: James M. Cracchiolo
Director Elections
Board For FOR
16 funds
Split
20 FOR, 1 AGAINST
AMERIPRISE FINANCIAL INC. April 24, 2024 To approve the compensation of the named executive officers by a nonbinding advisory vote.
Say-on-Pay
Board For FOR
17 funds
Split
20 FOR, 1 AGAINST
AMERISAFE INC. June 7, 2024 Election of Directors: Philip A. Garcia
Director Elections
Board For FOR
15 funds
Split
4 FOR, 2 WITHHOLD
AMERISAFE INC. June 7, 2024 Election of Directors: Randall E. Roach
Director Elections
Board For FOR
15 funds
Split
4 FOR, 2 WITHHOLD
AMES NATIONAL CORP. April 24, 2024 Election of Directors, who will serve a three-year term: Lisa M. Eslinger
Director Elections
Board For FOR
16 funds
Split
5 FOR, 2 WITHHOLD

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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.