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
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.
| Company | Meeting | Proposal | On the ballot from | Board recommended | Dimensional | Equitable |
|---|---|---|---|---|---|---|
| B&M EUROPEAN VALUE RETAIL SA | July 25, 2023 | Reappoint KPMG Audit Sarl as Auditors Audit-related |
Board | For | FOR 11 funds |
Split 1 FOR, 1 ABSTAIN |
| B. RILEY FINANCIAL INC. | June 21, 2024 | The election as directors of the nominees listed below: Michael J. Sheldon Director Elections |
Board | For | FOR 6 funds |
Split 4 FOR, 2 AGAINST |
| B. RILEY FINANCIAL INC. | June 21, 2024 | The election as directors of the nominees listed below: Mimi K. Walters Director Elections |
Board | For | FOR 6 funds |
Split 4 FOR, 2 AGAINST |
| B. RILEY FINANCIAL INC. | June 21, 2024 | The election as directors of the nominees listed below: Randall E. Paulson Director Elections |
Board | For | FOR 6 funds |
Split 4 FOR, 2 AGAINST |
| B. RILEY FINANCIAL INC. | June 21, 2024 | The election as directors of the nominees listed below: Renee E. LaBran Director Elections |
Board | For | FOR 6 funds |
Split 4 FOR, 2 AGAINST |
| B. RILEY FINANCIAL INC. | June 21, 2024 | The election as directors of the nominees listed below: Robert D'Agostino Director Elections |
Board | For | FOR 6 funds |
Split 4 FOR, 2 AGAINST |
| B. RILEY FINANCIAL INC. | June 21, 2024 | The election as directors of the nominees listed below: Robert L. Antin Director Elections |
Board | For | FOR 6 funds |
Split 4 FOR, 2 AGAINST |
| B. RILEY FINANCIAL INC. | June 21, 2024 | The election as directors of the nominees listed below: Tammy Brandt Director Elections |
Board | For | FOR 6 funds |
Split 4 FOR, 2 AGAINST |
| BAJAJ AUTO LTD. | July 25, 2023 | Approve Reappointment and Remuneration of Rakesh Sharma as Whole-Time Director Compensation |
Board | For | AGAINST 3 funds |
Split 1 FOR, 2 AGAINST |
| BAJAJ AUTO LTD. | July 25, 2023 | Reelect Madhur Baja as Director Director Elections |
Board | For | AGAINST 3 funds |
Split 1 FOR, 2 AGAINST |
| BAJAJ AUTO LTD. | July 25, 2023 | Reelect Niraj Baja as Director Director Elections |
Board | For | AGAINST 3 funds |
Split 2 FOR, 1 AGAINST |
| BAJAJ FINANCE LTD. | July 26, 2023 | Reelect Rajiv Bajaj as Director Director Elections |
Board | For | AGAINST 2 funds |
Split 1 FOR, 1 AGAINST |
| BAJAJ FINANCE LTD. | March 19, 2024 | Reelect Anami N Roy as Director Director Elections |
Board | For | AGAINST 2 funds |
Split 1 FOR, 1 AGAINST |
| BAKER HUGHES CO. | May 13, 2024 | The election of directors: Cynthia B. Carroll Director Elections |
Board | For | FOR 17 funds |
Split 12 FOR, 7 AGAINST |
| BALCHEM CORP. | June 20, 2024 | Election of Directors: Joyce Lee Director Elections |
Board | For | FOR 13 funds |
Split 3 FOR, 4 AGAINST |
| BALL CORP. | April 24, 2024 | Election of Directors: John A. Bryant Director Elections |
Board | For | FOR 17 funds |
Split 17 FOR, 2 AGAINST |
| BALLY'S CORP. | May 16, 2024 | Approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
Split 5 FOR, 2 AGAINST |
| BALLY'S CORP. | May 16, 2024 | To elect the following nominees to hold office for a term of three years: Jaymin B. Patel Director Elections |
Board | For | WITHHOLD 7 funds |
Split 5 FOR, 2 WITHHOLD |
| BALLY'S CORP. | May 16, 2024 | To elect the following nominees to hold office for a term of three years: Wanda Young Wilson Director Elections |
Board | For | WITHHOLD 7 funds |
Split 5 FOR, 2 WITHHOLD |
| BANCO BTG PACTUAL SA | April 30, 2024 | Elect John Huw Gwili Jenkins as Director Director Elections |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| BANCO BTG PACTUAL SA | April 30, 2024 | Elect Roberto Balls Sallouti as Director Director Elections |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| BANCO DO BRASIL SA | August 4, 2023 | Elect Dario Carnevalli Durigan as Director (Appointed by Uniao) Director Elections |
Board | For | AGAINST 1 fund |
Split 1 FOR, 1 AGAINST |
| BANCO DO BRASIL SA | August 4, 2023 | Elect Paulo Roberto Simao Bijos as Director (Appointed by Uniao) Director Elections |
Board | For | AGAINST 1 fund |
Split 1 FOR, 1 AGAINST |
| BANCO SANTANDER SA | March 21, 2024 | Approve Remuneration Policy Compensation |
Board | For | AGAINST 5 funds |
Split 4 FOR, 4 AGAINST |
| BANDAI NAMCO HOLDINGS INC. | June 24, 2024 | Elect Director Kawaguchi, Masaru Director Elections |
Board | For | FOR 3 funds |
Split 4 FOR, 4 AGAINST |
| BANDWIDTH INC. | May 23, 2024 | To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the Proxy Statement; and Say-on-Pay |
Board | For | AGAINST 18 funds |
Split 6 FOR, 2 AGAINST |
| BANK HAPOALIM BM | November 8, 2023 | Elect Michal (Cohen) Kremer as External Director Director Elections |
Board | For | FOR 1 fund |
Split 4 FOR, 3 ABSTAIN |
| BANK HAPOALIM BM | November 8, 2023 | Elect Michal Halperin as External Director Director Elections |
Board | For | ABSTAIN 1 fund |
Split 3 FOR, 4 ABSTAIN |
| BANK LEUMI LE-ISRAEL B.M | July 17, 2023 | ELECT ESTHER DEUTSCH AS DIRECTOR Director Elections |
Board | For | FOR 1 fund |
Split 3 FOR, 3 ABSTAIN |
| BANK LEUMI LE-ISRAEL LTD. | July 17, 2023 | Elect Avi Bzura as Director Director Elections |
Board | For | AGAINST 1 fund |
Split 3 FOR, 3 AGAINST |
| BANK OF AMERICA CORP. | April 24, 2024 | Amending and restating the Bank of America Corporation Equity Plan Compensation |
Board | For | AGAINST 16 funds |
Split 18 FOR, 1 AGAINST |
| BANK OF AMERICA CORP. | April 24, 2024 | Election of Directors: Clayton S. Rose Director Elections |
Board | For | FOR 16 funds |
Split 18 FOR, 1 AGAINST |
| BANK OF QUEENSLAND LTD. | December 5, 2023 | Approve Grant of Executive Performance Rights to Patrick Allaway Compensation |
Board | For | FOR 7 funds |
Split 1 FOR, 1 AGAINST |
| BANK OF QUEENSLAND LTD. | December 5, 2023 | Approve Remuneration Report Compensation |
Board | For | AGAINST 7 funds |
Split 1 FOR, 1 AGAINST |
| BANK OF QUEENSLAND LTD. | December 5, 2023 | Elect Bruce Carter as Director Director Elections |
Board | For | AGAINST 7 funds |
Split 1 FOR, 1 AGAINST |
| BANK7 CORP. | May 15, 2024 | Election of Directors: Edward "Ed" P. Gray Director Elections |
Board | For | FOR 14 funds |
Split 2 FOR, 6 AGAINST |
| BANK7 CORP. | May 15, 2024 | Election of Directors: Gary D. Whitcomb Director Elections |
Board | For | FOR 14 funds |
Split 2 FOR, 6 AGAINST |
| BANK7 CORP. | May 15, 2024 | Election of Directors: Teresa "Tracy" L. Dick Director Elections |
Board | For | FOR 14 funds |
Split 2 FOR, 6 AGAINST |
| BANKWELL FINANCIAL GROUP INC. | May 29, 2024 | Election of Directors: Carl M. Porto Director Elections |
Board | For | FOR 18 funds |
Split 2 FOR, 5 WITHHOLD |
| BANNER CORP. | May 22, 2024 | Election of Directors: Roberto R. Herencia Director Elections |
Board | For | FOR 20 funds |
Split 3 FOR, 3 AGAINST |
| BARRATT DEVELOPMENTS PLC | October 18, 2023 | Elect Jasi Halai as Director Director Elections |
Board | For | FOR 12 funds |
Split 4 FOR, 4 AGAINST |
| BARRETT BUSINESS SERVICES INC. | June 3, 2024 | Amendment of the Company's Amended and Restated Charter to increase the authorized shares of Common Stock. Capital Structure |
Board | For | FOR 16 funds |
Split 5 FOR, 2 AGAINST |
| BAYCURRENT CONSULTING INC. | May 28, 2024 | Elect Director Abe, Yoshiyuki Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 4 AGAINST |
| BAYER AG | April 26, 2024 | Approve Remuneration Report Compensation |
Board | For | FOR 3 funds |
Split 5 FOR, 3 AGAINST |
| BAYERISCHE MOTOREN WERKE AG | May 15, 2024 | Elect Stefan Quandt to the Supervisory Board Director Elections |
Board | For | AGAINST 3 funds |
Split 4 FOR, 5 AGAINST |
| BB SEGURIDADE PARTICIPACOES SA | April 30, 2024 | Approve Remuneration of Company's Management Compensation |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| BB SEGURIDADE PARTICIPACOES SA | April 30, 2024 | Elect Gilberto Lourenco da Aparecida as Independent Director (Appointed by Banco do Brasil) Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| BB SEGURIDADE PARTICIPACOES SA | April 30, 2024 | Elect Guilherme Santos Mello as Director (Appointed by Uniao) Director Elections |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| BB SEGURIDADE PARTICIPACOES SA | April 30, 2024 | Elect Marcos Rogerio de Souza as Director (Appointed by Uniao) Director Elections |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| BE SEMICONDUCTOR INDUSTRIES NV | April 25, 2024 | Approve Remuneration Report Compensation |
Board | For | AGAINST 4 funds |
Split 2 FOR, 4 AGAINST |
| BEACH ENERGY LTD. | November 14, 2023 | Approve Issuance of Retention Rights to Brett Woods as a One-Off Retention Incentive Grant Compensation |
Board | For | FOR 7 funds |
Split 1 FOR, 1 AGAINST |
| BEACH ENERGY LTD. | November 14, 2023 | Elect Ryan Stokes as Director Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 1 AGAINST |
| BEACON ROOFING SUPPLY INC. | May 15, 2024 | To approve the Company's 2024 Stock Plan. Compensation |
Board | For | FOR 20 funds |
Split 8 FOR, 1 AGAINST |
| BEACON ROOFING SUPPLY INC. | May 15, 2024 | To approve the compensation for our named executive officers as presented in the Compensation Discussion and Analysis, the compensation tables, and the related disclosures contained in the accompanying Proxy Statement on a non-binding, advisory basis. Say-on-Pay |
Board | For | FOR 21 funds |
Split 8 FOR, 1 AGAINST |
| BEAM THERAPEUTICS INC. | June 5, 2024 | Election of the following nominee as a Class I Director for a three-year term ending at our Annual Meeting of Stockholders to be held in 2027: Graham Cooper Director Elections |
Board | For | AGAINST 11 funds |
Split 5 FOR, 3 AGAINST |
| BECTON DICKINSON & CO. | January 23, 2024 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 17 funds |
Split 22 FOR, 1 AGAINST |
| BECTON, DICKINSON AND CO. | January 23, 2024 | Election of Directors: Jeffrey W. Henderson Director Elections |
Board | For | FOR 16 funds |
Split 20 FOR, 3 AGAINST |
| BECTON, DICKINSON AND CO. | January 23, 2024 | Election of Directors: Thomas E. Polen Director Elections |
Board | For | FOR 16 funds |
Split 22 FOR, 1 AGAINST |
| BECTON, DICKINSON AND CO. | January 23, 2024 | Election of Directors: Timothy M. Ring Director Elections |
Board | For | FOR 16 funds |
Split 20 FOR, 3 AGAINST |
| BECTON, DICKINSON AND CO. | January 23, 2024 | Ratification of the selection of the independent registered public accounting firm. Audit-related |
Board | For | FOR 16 funds |
Split 22 FOR, 1 AGAINST |
| BEIERSDORF AG | April 18, 2024 | Elect Frederic Pflanz to the Supervisory Board Director Elections |
Board | For | AGAINST 1 fund |
Split 7 FOR, 1 AGAINST |
| BEIERSDORF AG | April 18, 2024 | Elect Reinhard Poellath to the Supervisory Board Director Elections |
Board | For | AGAINST 1 fund |
Split 3 FOR, 4 AGAINST |
| BEIERSDORF AG | April 18, 2024 | Elect Wolfgang Herz to the Supervisory Board Director Elections |
Board | For | AGAINST 1 fund |
Split 7 FOR, 1 AGAINST |
| BELDEN INC. | May 23, 2024 | Election of Directors: David J. Aldrich Director Elections |
Board | For | FOR 19 funds |
Split 12 FOR, 1 AGAINST |
| BELLEVUE GOLD LTD. | November 23, 2023 | Elect Stephen Parsons as Director Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 1 AGAINST |
| BELLRING BRANDS INC. | January 31, 2024 | Election of Directors: Thomas P. Erickson Director Elections |
Board | For | WITHHOLD 18 funds |
Split 5 FOR, 4 WITHHOLD |
| BENTLEY SYSTEMS INC. | May 23, 2024 | Election of Directors: Barry J. Bentley Director Elections |
Board | For | WITHHOLD 10 funds |
Split 2 FOR, 7 WITHHOLD |
| BENTLEY SYSTEMS INC. | May 23, 2024 | Election of Directors: Janet B. Haugen Director Elections |
Board | For | WITHHOLD 10 funds |
Split 2 FOR, 7 WITHHOLD |
| BENTLEY SYSTEMS INC. | May 23, 2024 | Election of Directors: Keith A. Bentley Director Elections |
Board | For | WITHHOLD 10 funds |
Split 2 FOR, 7 WITHHOLD |
| BENTLEY SYSTEMS INC. | May 23, 2024 | Election of Directors: Raymond B. Bentley Director Elections |
Board | For | WITHHOLD 10 funds |
Split 2 FOR, 7 WITHHOLD |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Election of Directors: Charlotte Guyman Director Elections |
Board | For | WITHHOLD 13 funds |
Split 2 FOR, 17 WITHHOLD |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Election of Directors: Christopher C. Davis Director Elections |
Board | For | FOR 13 funds |
Split 10 FOR, 8 WITHHOLD |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Election of Directors: Howard G. Buffett Director Elections |
Board | For | FOR 13 funds |
Split 11 FOR, 7 WITHHOLD |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Election of Directors: Kenneth I. Chenault Director Elections |
Board | For | WITHHOLD 13 funds |
Split 7 FOR, 10 WITHHOLD |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Election of Directors: Meryl B. Witmer Director Elections |
Board | For | FOR 13 funds |
Split 11 FOR, 7 WITHHOLD |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Election of Directors: Ronald L. Olson Director Elections |
Board | For | FOR 13 funds |
Split 11 FOR, 7 WITHHOLD |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Election of Directors: Stephen B. Burke Director Elections |
Board | For | WITHHOLD 13 funds |
Split 7 FOR, 10 WITHHOLD |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Election of Directors: Susan A. Buffett Director Elections |
Board | For | FOR 13 funds |
Split 11 FOR, 7 WITHHOLD |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Election of Directors: Susan L. Decker Director Elections |
Board | For | FOR 13 funds |
Split 2 FOR, 17 WITHHOLD |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Election of Directors: Thomas S. Murphy, Jr. Director Elections |
Board | For | WITHHOLD 13 funds |
Split 7 FOR, 10 WITHHOLD |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Election of Directors: Wallace R. Weitz Director Elections |
Board | For | FOR 13 funds |
Split 11 FOR, 7 WITHHOLD |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Election of Directors: Warren E. Buffett Director Elections |
Board | For | FOR 13 funds |
Split 17 FOR, 2 WITHHOLD |
| BEYOND INC. | May 21, 2024 | The approval of the grant of a performance-based stock option to Marcus A. Lemonis, the Company's Executive Chairman. Compensation |
Board | For | AGAINST 17 funds |
Split 2 FOR, 3 AGAINST |
| BGC GROUP INC. | November 14, 2023 | Approval, on an advisory basis, of executive compensation. Say-on-Pay |
Board | For | AGAINST 14 funds |
Split 4 FOR, 3 AGAINST |
| BGC GROUP INC. | November 14, 2023 | Election of Directors: Arthur U. Mbanefo Director Elections |
Board | For | WITHHOLD 13 funds |
Split 4 FOR, 3 WITHHOLD |
| BGC GROUP INC. | November 14, 2023 | Election of Directors: David P. Richards Director Elections |
Board | For | WITHHOLD 13 funds |
Split 4 FOR, 3 WITHHOLD |
| BGC GROUP INC. | November 14, 2023 | Election of Directors: Howard W. Lutnick Director Elections |
Board | For | WITHHOLD 13 funds |
Split 4 FOR, 3 WITHHOLD |
| BGC GROUP INC. | November 14, 2023 | Election of Directors: Linda A. Bell Director Elections |
Board | For | WITHHOLD 13 funds |
Split 4 FOR, 3 WITHHOLD |
| BHARAT PETROLEUM CORPORATION LTD. | August 28, 2023 | Elect Rajkumar Dubey as Director Director Elections |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| BHARAT PETROLEUM CORPORATION LTD. | August 28, 2023 | Elect Sushma Agarwal as Director Director Elections |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| BHARAT PETROLEUM CORPORATION LTD. | August 28, 2023 | Reelect Sanjay Khanna as Director Director Elections |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| BIC CAMERA INC. | November 22, 2023 | Elect Director Akiho, Toru Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| BILL HOLDINGS INC. | December 7, 2023 | To elect the directors listed below: Peter Kight Director Elections |
Board | For | WITHHOLD 14 funds |
Split 2 FOR, 4 WITHHOLD |
| BILL HOLDINGS INC. | December 7, 2023 | To elect the directors listed below: Scott Wagner Director Elections |
Board | For | WITHHOLD 14 funds |
Split 2 FOR, 4 WITHHOLD |
| BILL HOLDINGS INC. | December 7, 2023 | To elect the directors listed below: Tina Reich Director Elections |
Board | For | WITHHOLD 14 funds |
Split 2 FOR, 4 WITHHOLD |
| BIM BIRLESIK MAGAZALAR AS | June 27, 2024 | Elect Directors and Approve Their Remuneration Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| BIO-RAD LABORATORIES INC. | April 23, 2024 | Nominees: Arnold A. Pinkston Director Elections |
Board | For | FOR 17 funds |
Split 9 FOR, 7 AGAINST |
| BIO-RAD LABORATORIES INC. | April 23, 2024 | Nominees: Melinda Litherland Director Elections |
Board | For | AGAINST 17 funds |
Split 9 FOR, 7 AGAINST |
| BIO-TECHNE CORP. | October 26, 2023 | Approve, on an advisory basis, the compensation of our executive officers. Say-on-Pay |
Board | For | AGAINST 11 funds |
Split 1 FOR, 21 AGAINST |
| BIO-TECHNE CORP. | October 26, 2023 | Election of Directors: John L. Higgins Director Elections |
Board | For | FOR 10 funds |
Split 14 FOR, 7 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.