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
4,790 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 |
|---|---|---|---|---|---|---|
| CME GROUP INC. | May 9, 2024 | Election of Equity Directors: Phyllis M. Lockett Director Elections |
Board | Not determined | AGAINST 14 funds |
Split 16 FOR, 3 AGAINST |
| CME GROUP INC. | May 9, 2024 | Election of Equity Directors: Terrence A. Duffy Director Elections |
Board | Not determined | FOR 14 funds |
Split 18 FOR, 1 AGAINST |
| CME GROUP INC. | May 9, 2024 | Ratification of the appointment of Ernst & Young LLP as our independent registered public accounting firm for 2024. Audit-related |
Board | Not determined | FOR 14 funds |
Split 18 FOR, 1 AGAINST |
| CNA FINANCIAL CORP. | May 1, 2024 | Election to the Board of the ten nominees named below: Andre Rice Director Elections |
Board | For | FOR 15 funds |
Split 1 FOR, 3 WITHHOLD |
| CNA FINANCIAL CORP. | May 1, 2024 | Election to the Board of the ten nominees named below: Benjamin J. Tisch Director Elections |
Board | For | WITHHOLD 15 funds |
Split 1 FOR, 3 WITHHOLD |
| CNA FINANCIAL CORP. | May 1, 2024 | Election to the Board of the ten nominees named below: Dino E. Robusto Director Elections |
Board | For | WITHHOLD 15 funds |
Split 1 FOR, 3 WITHHOLD |
| CNA FINANCIAL CORP. | May 1, 2024 | Election to the Board of the ten nominees named below: Don M. Randel Director Elections |
Board | For | FOR 15 funds |
Split 1 FOR, 3 WITHHOLD |
| CNA FINANCIAL CORP. | May 1, 2024 | Election to the Board of the ten nominees named below: James S. Tisch Director Elections |
Board | For | WITHHOLD 15 funds |
Split 1 FOR, 3 WITHHOLD |
| CNA FINANCIAL CORP. | May 1, 2024 | Election to the Board of the ten nominees named below: Jane J. Wang Director Elections |
Board | For | WITHHOLD 15 funds |
Split 1 FOR, 3 WITHHOLD |
| CNA FINANCIAL CORP. | May 1, 2024 | Election to the Board of the ten nominees named below: Jose O. Montemayor Director Elections |
Board | For | FOR 15 funds |
Split 1 FOR, 3 WITHHOLD |
| CNA FINANCIAL CORP. | May 1, 2024 | Election to the Board of the ten nominees named below: Kenneth I. Siegel Director Elections |
Board | For | WITHHOLD 15 funds |
Split 1 FOR, 3 WITHHOLD |
| CNA FINANCIAL CORP. | May 1, 2024 | Election to the Board of the ten nominees named below: Michael A. Bless Director Elections |
Board | For | FOR 15 funds |
Split 1 FOR, 3 WITHHOLD |
| CNX RESOURCES CORP. | May 2, 2024 | Election of Seven Director Nominees: J. Palmer Clarkson Director Elections |
Board | For | FOR 16 funds |
Split 4 FOR, 4 AGAINST |
| CNX RESOURCES CORP. | May 2, 2024 | Election of Seven Director Nominees: Maureen E. Lally-Green Director Elections |
Board | For | FOR 16 funds |
Split 4 FOR, 4 AGAINST |
| COASTAL FINANCIAL CORP. | May 22, 2024 | To elect four Directors for a 3-year term until the 2027 meeting of shareholders: Pamela R. Unger Director Elections |
Board | For | WITHHOLD 17 funds |
Split 5 FOR, 2 WITHHOLD |
| COCA-COLA CO. | May 1, 2024 | Advisory vote to approve executive compensation Say-on-Pay |
Board | Not determined | FOR 17 funds |
Split 23 FOR, 1 AGAINST |
| COCA-COLA CO. | May 1, 2024 | Approve The Coca-Cola Company 2024 Equity Plan Compensation |
Board | Not determined | FOR 16 funds |
Split 23 FOR, 1 AGAINST |
| COCA-COLA CO. | May 1, 2024 | Election of Directors: Barry Diller Director Elections |
Board | Not determined | FOR 16 funds |
Split 14 FOR, 8 AGAINST |
| COCA-COLA CO. | May 1, 2024 | Election of Directors: Christopher C. Davis Director Elections |
Board | Not determined | FOR 16 funds |
Split 23 FOR, 1 AGAINST |
| COCA-COLA CO. | May 1, 2024 | Election of Directors: James Quincey Director Elections |
Board | Not determined | FOR 16 funds |
Split 23 FOR, 1 AGAINST |
| COCA-COLA CO. | May 1, 2024 | Election of Directors: Thomas S.Gayner Director Elections |
Board | Not determined | AGAINST 16 funds |
Split 11 FOR, 11 AGAINST |
| COCA-COLA CO. | May 1, 2024 | Ratify the appointment of Ernst & Young LLP as Independent Auditors of the Company to serve for the 2024 fiscal year Audit-related |
Board | Not determined | FOR 16 funds |
Split 23 FOR, 1 AGAINST |
| COCA-COLA CONSOLIDATED INC. | May 14, 2024 | Election of Directors: Dennis A. Wicker Director Elections |
Board | For | WITHHOLD 14 funds |
Split 4 FOR, 5 WITHHOLD |
| COCA-COLA CONSOLIDATED INC. | May 14, 2024 | Election of Directors: James H. Morgan Director Elections |
Board | For | WITHHOLD 14 funds |
Split 4 FOR, 5 WITHHOLD |
| COCA-COLA CONSOLIDATED INC. | May 14, 2024 | Election of Directors: James R. Helvey, III Director Elections |
Board | For | FOR 14 funds |
Split 4 FOR, 5 WITHHOLD |
| COCA-COLA CONSOLIDATED INC. | May 14, 2024 | Election of Directors: Sharon A. Decker Director Elections |
Board | For | FOR 14 funds |
Split 4 FOR, 5 WITHHOLD |
| COCA-COLA CONSOLIDATED INC. | May 14, 2024 | Election of Directors: William H. Jones Director Elections |
Board | For | FOR 14 funds |
Split 4 FOR, 5 WITHHOLD |
| CODEXIS INC. | June 11, 2024 | Election of the two Class II directors named in the Proxy Statement to hold office for a three-year term expiring at the 2027 Annual Meeting: Esther Martinborough, Ph.D. Director Elections |
Board | For | FOR 8 funds |
Split 6 FOR, 3 WITHHOLD |
| COGNEX CORP. | May 1, 2024 | Election of Directors: Sachin Lawande Director Elections |
Board | For | FOR 14 funds |
Split 3 FOR, 6 AGAINST |
| COGNEX CORP. | May 1, 2024 | To approve, on an advisory basis, the compensation of Cognex's named executive officers, as described in the proxy statement including the Compensation Discussion and Analysis, compensation tables and narrative discussion ("say-on-pay"). Say-on-Pay |
Board | For | AGAINST 15 funds |
Split 3 FOR, 6 AGAINST |
| COHU INC. | June 5, 2024 | Election of three (3) Class 2 directors, for a term of three years each: Andrew M. Caggia Director Elections |
Board | For | FOR 20 funds |
Split 2 FOR, 4 AGAINST |
| COHU INC. | June 5, 2024 | Election of three (3) Class 2 directors, for a term of three years each: Yon Y. Jorden Director Elections |
Board | For | FOR 20 funds |
Split 3 FOR, 3 AGAINST |
| COINBASE GLOBAL INC. | June 14, 2024 | Election of Directors: Fred Wilson Director Elections |
Board | For | WITHHOLD 11 funds |
Split 1 FOR, 3 WITHHOLD |
| COINBASE GLOBAL INC. | June 14, 2024 | Election of Directors: Gokul Rajaram Director Elections |
Board | For | WITHHOLD 11 funds |
Split 1 FOR, 3 WITHHOLD |
| COINBASE GLOBAL INC. | June 14, 2024 | Election of Directors: Kelly A. Kramer Director Elections |
Board | For | WITHHOLD 11 funds |
Split 1 FOR, 3 WITHHOLD |
| COINBASE GLOBAL INC. | June 14, 2024 | Election of Directors: Marc L. Andreessen Director Elections |
Board | For | WITHHOLD 11 funds |
Split 1 FOR, 3 WITHHOLD |
| COINBASE GLOBAL INC. | June 14, 2024 | Election of Directors: Tobias Lutke Director Elections |
Board | For | FOR 11 funds |
Split 1 FOR, 3 WITHHOLD |
| COLGATE-PALMOLIVE CO. | May 10, 2024 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | FOR 15 funds |
Split 18 FOR, 1 AGAINST |
| COLGATE-PALMOLIVE CO. | May 10, 2024 | Election of directors: John P. Bilbrey Director Elections |
Board | For | AGAINST 14 funds |
Split 16 FOR, 3 AGAINST |
| COLGATE-PALMOLIVE CO. | May 10, 2024 | Ratify selection of PricewaterhouseCoopers LLP as Colgate's independent registered public accounting firm. Audit-related |
Board | For | FOR 14 funds |
Split 18 FOR, 1 AGAINST |
| COLOPL INC. | December 22, 2023 | Approve Compensation Ceiling for Directors Who Are Audit Committee Members Compensation |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| COLOPL INC. | December 22, 2023 | Elect Director Baba, Naruatsu Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| COLOPL INC. | December 22, 2023 | Elect Director and Audit Committee Member Iida, Koichiro Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| COLOPL INC. | December 22, 2023 | Elect Director and Audit Committee Member Tozawa, Akira Director Elections |
Board | For | AGAINST 2 funds |
Split 1 FOR, 1 AGAINST |
| COLOPL INC. | December 22, 2023 | Elect Director and Audit Committee Member Tsukioka, Ryogo Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| COLOPLAST A/S | December 7, 2023 | Reelect Lars Soren Rasmussen as Director Director Elections |
Board | For | FOR 5 funds |
Split 3 FOR, 3 ABSTAIN |
| COLOPLAST A/S | December 7, 2023 | Reelect Marianne Wiinholt as Director Director Elections |
Board | For | FOR 5 funds |
Split 3 FOR, 3 ABSTAIN |
| COLOWIDE CO. LTD. | June 27, 2024 | Elect Director Nojiri, Kohei Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| COLUMBIA BANKING SYSTEM INC. | May 8, 2024 | To approve, on an advisory basis, the compensation of Columbia Banking System, Inc.'s named executive officers. Say-on-Pay |
Board | For | AGAINST 14 funds |
Split 3 FOR, 4 AGAINST |
| COMCAST CORP. | June 10, 2024 | Advisory vote on executive compensation Say-on-Pay |
Board | For | FOR 1 fund |
Split 16 FOR, 4 AGAINST |
| COMMERCE BANCSHARES INC. | April 17, 2024 | To elect three Directors to the 2027 Class for a term of three years: Terry D. Bassham Director Elections |
Board | For | FOR 15 funds |
Split 4 FOR, 3 WITHHOLD |
| COMMUNITY HEALTHCARE TRUST INC. | May 2, 2024 | To approve the Community Healthcare Trust Incorporated 2024 Incentive Plan. Compensation |
Board | For | AGAINST 4 funds |
Split 4 FOR, 3 AGAINST |
| COMPAGNIE DE SAINT-GOBAIN SA | June 6, 2024 | Reelect Jean-Francois Cirelli as Director Director Elections |
Board | For | FOR 4 funds |
Split 6 FOR, 4 AGAINST |
| COMPAGNIE FINANCIERE RICHEMONT SA | September 6, 2023 | Appoint Jasmine Whitbread as Member of the Compensation Committee Director Elections |
Board | For | FOR 4 funds |
Split 5 FOR, 3 AGAINST |
| COMPAGNIE FINANCIERE RICHEMONT SA | September 6, 2023 | Approve Fixed Remuneration of Executive Committee in the Amount of CHF 8 Million Compensation |
Board | For | AGAINST 4 funds |
Split 5 FOR, 3 AGAINST |
| COMPAGNIE FINANCIERE RICHEMONT SA | September 6, 2023 | Approve Variable Remuneration of Executive Committee in the Amount of CHF 17.2 Million Compensation |
Board | For | AGAINST 4 funds |
Split 2 FOR, 7 AGAINST |
| COMPAGNIE FINANCIERE RICHEMONT SA | September 6, 2023 | Reappoint Clay Brendish as Member of the Compensation Committee Director Elections |
Board | For | FOR 4 funds |
Split 5 FOR, 3 AGAINST |
| COMPAGNIE FINANCIERE RICHEMONT SA | September 6, 2023 | Reappoint Guillaume Pictet as Member of the Compensation Committee Director Elections |
Board | For | AGAINST 4 funds |
Split 5 FOR, 3 AGAINST |
| COMPAGNIE FINANCIERE RICHEMONT SA | September 6, 2023 | Reappoint Keyu Jin as Member of the Compensation Committee Director Elections |
Board | For | FOR 4 funds |
Split 5 FOR, 3 AGAINST |
| COMPAGNIE FINANCIERE RICHEMONT SA | September 6, 2023 | Reappoint Maria Ramos as Member of the Compensation Committee Director Elections |
Board | For | FOR 4 funds |
Split 5 FOR, 3 AGAINST |
| COMPAGNIE FINANCIERE RICHEMONT SA | September 6, 2023 | Reelect Jasmine Whitbread as Director Director Elections |
Board | For | FOR 4 funds |
Split 5 FOR, 3 AGAINST |
| COMPAGNIE FINANCIERE RICHEMONT SA | September 6, 2023 | Reelect Josua Malherbe as Director Director Elections |
Board | For | AGAINST 4 funds |
Split 7 FOR, 2 AGAINST |
| COMPAGNIE FINANCIERE RICHEMONT SA | September 6, 2023 | Reelect Wendy Luhabe as Director Director Elections |
Board | For | FOR 4 funds |
Split 5 FOR, 3 AGAINST |
| COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN SCA | May 17, 2024 | Elect Patrick de La Chevardiere as Supervisory Board Member Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 3 AGAINST |
| COMPASS GROUP PLC | February 8, 2024 | Re-elect John Bryant as Director Director Elections |
Board | For | FOR 12 funds |
Split 4 FOR, 3 ABSTAIN |
| COMPASS INC. | June 5, 2024 | Advisory Vote to Approve 2023 Named Executive Officer Compensation ("Say-on-Pay Vote") Say-on-Pay |
Board | For | AGAINST 13 funds |
Split 4 FOR, 3 AGAINST |
| COMPASS INC. | June 5, 2024 | Election of Class III Directors: Josh McCarter Director Elections |
Board | For | AGAINST 12 funds |
Split 4 FOR, 3 AGAINST |
| COMPASS INC. | June 5, 2024 | Election of Class III Directors: Steven Sordello Director Elections |
Board | For | AGAINST 12 funds |
Split 4 FOR, 3 AGAINST |
| COMPASS MINERALS INTERNATIONAL INC. | March 5, 2024 | Approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 20 funds |
Split 4 FOR, 2 AGAINST |
| COMPX INTERNATIONAL INC. | May 22, 2024 | Director Nominees: Loretta J. Feehan Director Elections |
Board | For | WITHHOLD 15 funds |
Split 5 FOR, 2 WITHHOLD |
| COMPX INTERNATIONAL INC. | May 22, 2024 | Director Nominees: Mary A. Tidlund Director Elections |
Board | For | FOR 15 funds |
Split 5 FOR, 2 WITHHOLD |
| COMPX INTERNATIONAL INC. | May 22, 2024 | Director Nominees: Michael S. Simmons Director Elections |
Board | For | WITHHOLD 15 funds |
Split 5 FOR, 2 WITHHOLD |
| COMPX INTERNATIONAL INC. | May 22, 2024 | Director Nominees: Terri L. Herrington Director Elections |
Board | For | FOR 15 funds |
Split 5 FOR, 2 WITHHOLD |
| COMPX INTERNATIONAL INC. | May 22, 2024 | Director Nominees: Thomas E. Barry Director Elections |
Board | For | WITHHOLD 15 funds |
Split 5 FOR, 2 WITHHOLD |
| COMSTOCK RESOURCES INC. | June 11, 2024 | ELECTION OF DIRECTORS: Jim L. Turner Director Elections |
Board | For | WITHHOLD 16 funds |
Split 3 FOR, 3 WITHHOLD |
| COMSYS HOLDINGS CORP. | June 27, 2024 | Elect Director Tanabe, Hiroshi Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 1 AGAINST |
| CONAGRA BRANDS INC. | September 14, 2023 | Advisory vote to approve named executive officer compensation Say-on-Pay |
Board | For | AGAINST 14 funds |
Split 19 FOR, 1 AGAINST |
| CONAGRA BRANDS INC. | September 14, 2023 | Approval of the Conagra Brands, Inc. 2023 Stock Plan Compensation |
Board | For | FOR 13 funds |
Split 19 FOR, 1 AGAINST |
| CONCENTRIX CORP. | August 4, 2023 | Approve the issuance of 15,611,885 shares of common stock, par value $0.0001 per share, of Concentrix Corporation, in exchange for certain shares of the capital stock of Marnix Lux SA. Extraordinary Transactions |
Board | For | FOR 20 funds |
Split 2 FOR, 4 ABSTAIN |
| CONCORDIA FINANCIAL GROUP LTD. | June 21, 2024 | Elect Director Kataoka, Tatsuya Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 4 AGAINST |
| CONCRETE PUMPING HOLDINGS INC. | April 11, 2024 | To elect the four Class III Director nominees: Ryan Beres Director Elections |
Board | For | WITHHOLD 18 funds |
Split 6 FOR, 2 WITHHOLD |
| CONCRETE PUMPING HOLDINGS INC. | April 11, 2024 | To elect the four Class III Director nominees: Tom Armstrong Director Elections |
Board | For | WITHHOLD 18 funds |
Split 6 FOR, 2 WITHHOLD |
| CONFLUENT INC. | June 12, 2024 | Election of three Class III directors of Confluent, Inc. named in the Proxy Statement, each to hold office until the 2027 Annual Meeting of Stockholders: Lara Caimi Director Elections |
Board | For | WITHHOLD 9 funds |
Split 2 FOR, 3 WITHHOLD |
| CONOCOPHILLIPS | May 14, 2024 | ELECTION OF DIRECTORS: Eric D. Mullins Director Elections |
Board | For | FOR 16 funds |
Split 22 FOR, 1 AGAINST |
| CONSOLIDATED COMMUNICATIONS HOLDINGS INC. | January 31, 2024 | To approve and adopt the Agreement and Plan of Merger, dated October 15, 2023 (the ''merger agreement''), by and among Consolidated Communications Holdings, Inc. (the ''Company''), Condor Holdings LLC (''Parent'') and Condor Merger Sub Inc. (''Merger Sub''), pursuant to which, among other things, Merger Sub will merge with and into the Company (the ''merger''), with the Company surviving the merger as a wholly owned subsidiary of Parent, and the other transactions contemplated thereby. Extraordinary Transactions |
Board | For | FOR 16 funds |
Split 5 FOR, 2 ABSTAIN |
| CONSOLIDATED EDISON INC. | May 20, 2024 | Election of Directors: Timothy P. Cawley Director Elections |
Board | For | FOR 11 funds |
Split 18 FOR, 1 AGAINST |
| CONSOLIDATED EDISON INC. | May 20, 2024 | Election of Directors: William J. Mulrow Director Elections |
Board | For | FOR 11 funds |
Split 18 FOR, 1 AGAINST |
| CONSOLIDATED EDISON INC. | May 20, 2024 | Ratification of appointment of independent accountants. Audit-related |
Board | For | FOR 11 funds |
Split 18 FOR, 1 AGAINST |
| CONSOLIDATED WATER CO. LTD. | June 24, 2024 | The election of eight directors to the Board of Directors: Carson K. Ebanks Director Elections |
Board | For | FOR 13 funds |
Split 2 FOR, 5 WITHHOLD |
| CONSOLIDATED WATER CO. LTD. | June 24, 2024 | The election of eight directors to the Board of Directors: Wilmer F. Pergande Director Elections |
Board | For | FOR 13 funds |
Split 2 FOR, 5 WITHHOLD |
| CONSTELLATION BRANDS INC. | July 18, 2023 | Election of Directors: Daniel J. McCarthy Director Elections |
Board | For | FOR 14 funds |
Split 20 FOR, 1 AGAINST |
| CONSTELLATION BRANDS INC. | July 18, 2023 | Election of Directors: Jennifer M. Daniels Director Elections |
Board | For | FOR 14 funds |
Split 20 FOR, 1 AGAINST |
| CONSTELLATION BRANDS INC. | July 18, 2023 | Election of Directors: Jose Manuel Madero Garza Director Elections |
Board | For | FOR 14 funds |
Split 20 FOR, 1 AGAINST |
| CONSTELLATION BRANDS INC. | July 18, 2023 | Election of Directors: Richard Sands Director Elections |
Board | For | FOR 14 funds |
Split 18 FOR, 2 AGAINST |
| CONSTELLATION BRANDS INC. | July 18, 2023 | Election of Directors: Robert Sands Director Elections |
Board | For | FOR 14 funds |
Split 18 FOR, 2 AGAINST |
| CONSTRUCTION PARTNERS INC | March 20, 2024 | Proposal to approve the adoption of the Construction Partners, Inc. 2024 Restricted Stock Plan Compensation |
Board | For | FOR 16 funds |
Split 2 FOR, 3 AGAINST |
| CONSUMER PORTFOLIO SERVICES INC. | November 14, 2023 | Election of Directors: Brian J. Rayhill Director Elections |
Board | For | FOR 20 funds |
Split 2 FOR, 5 WITHHOLD |
| CONSUMER PORTFOLIO SERVICES INC. | November 14, 2023 | Election of Directors: William B. Roberts Director Elections |
Board | For | WITHHOLD 20 funds |
Split 2 FOR, 5 WITHHOLD |
| CONSUMER PORTFOLIO SERVICES INC. | November 14, 2023 | Election of Directors: William W. Grounds Director Elections |
Board | For | WITHHOLD 20 funds |
Split 2 FOR, 5 WITHHOLD |
| CONTANGO ORE INC. | November 14, 2023 | To conduct a non-binding, advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
Split 6 FOR, 1 AGAINST |
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How items are matched and positions counted: see the comparison table and the methodology. Built November 1, 2026 from SEC Form N-PX filings.