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 |
|---|---|---|---|---|---|---|
| DIPLOMA PLC | January 17, 2024 | Re-elect David Lowden as Director Director Elections |
Board | For | FOR 12 funds |
Split 1 FOR, 1 AGAINST |
| DISCOVER FINANCIAL SERVICES | May 9, 2024 | Advisory vote to approve named executive officer compensation: Say-on-Pay |
Board | Not determined | FOR 20 funds |
Split 17 FOR, 2 AGAINST |
| DISTRIBUTION SOLUTIONS GROUP INC. | May 23, 2024 | Election of seven directors to serve one year: Mark F. Moon Director Elections |
Board | For | FOR 21 funds |
Split 2 FOR, 6 WITHHOLD |
| DIVERSIFIED HEALTHCARE TRUST | May 31, 2024 | Election of Trustees. Nominees (for Independent Trustee): Jeffrey P. Somers Director Elections |
Board | For | WITHHOLD 4 funds |
Split 4 FOR, 3 WITHHOLD |
| DIVERSIFIED HEALTHCARE TRUST | May 31, 2024 | Election of Trustees. Nominees (for Independent Trustee): John L. Harrington Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 3 WITHHOLD |
| DIVERSIFIED HEALTHCARE TRUST | May 31, 2024 | Election of Trustees. Nominees (for Independent Trustee): Lisa Harris Jones Director Elections |
Board | For | WITHHOLD 4 funds |
Split 4 FOR, 3 WITHHOLD |
| DIVERSIFIED HEALTHCARE TRUST | May 31, 2024 | Election of Trustees. Nominees (for Managing Trustee): Adam D. Portnoy Director Elections |
Board | For | WITHHOLD 4 funds |
Split 4 FOR, 3 WITHHOLD |
| DLF LTD. | August 4, 2023 | Reelect Savitri Devi Singh as Director Director Elections |
Board | For | AGAINST 4 funds |
Split 1 FOR, 2 AGAINST |
| DLF LTD. | June 4, 2024 | Elect Ajai Singh as Director Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 2 AGAINST |
| DMG MORI CO. LTD. | March 28, 2024 | Elect Director Mori, Masahiko Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 1 AGAINST |
| DOCUSIGN INC. | May 29, 2024 | Approval, on an advisory basis, of our named executive officers' compensation Say-on-Pay |
Board | For | AGAINST 10 funds |
Split 1 FOR, 7 AGAINST |
| DOCUSIGN INC. | May 29, 2024 | Election of Class III Directors: Enrique Salem Director Elections |
Board | For | AGAINST 9 funds |
Split 4 FOR, 4 AGAINST |
| DOCUSIGN INC. | May 29, 2024 | Election of Class III Directors: Maggie Wilderotter Director Elections |
Board | For | AGAINST 9 funds |
Split 4 FOR, 4 AGAINST |
| DOCUSIGN INC. | May 29, 2024 | Election of Class III Directors: Peter Solvik Director Elections |
Board | For | AGAINST 9 funds |
Split 4 FOR, 4 AGAINST |
| DOLBY LABORATORIES INC. | February 6, 2024 | Election of Directors: Avadis Tevanian, Jr. Director Elections |
Board | For | WITHHOLD 11 funds |
Split 2 FOR, 5 WITHHOLD |
| DOLBY LABORATORIES INC. | February 6, 2024 | Election of Directors: Peter Gotcher Director Elections |
Board | For | WITHHOLD 11 funds |
Split 2 FOR, 5 WITHHOLD |
| DOLBY LABORATORIES INC. | February 6, 2024 | Election of Directors: Simon Segars Director Elections |
Board | For | WITHHOLD 11 funds |
Split 2 FOR, 5 WITHHOLD |
| DOLBY LABORATORIES INC. | February 6, 2024 | Election of Directors: Tony Prophet Director Elections |
Board | For | WITHHOLD 11 funds |
Split 2 FOR, 5 WITHHOLD |
| DOLLAR GENERAL CORP. | May 29, 2024 | To approve, on advisory (non-binding) basis, the resolution regarding the compensation of Dollar General Corporation's named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 20 funds |
Split 8 FOR, 8 AGAINST |
| DOMINION ENERGY INC. | May 7, 2024 | Election of Directors. The nominees are: Susan N. Story Director Elections |
Board | For | FOR 8 funds |
Split 17 FOR, 1 AGAINST |
| DONALDSON COMPANY INC. | November 17, 2023 | Election of Directors: Pilar Cruz Director Elections |
Board | For | FOR 13 funds |
Split 4 FOR, 6 WITHHOLD |
| DONEGAL GROUP INC. | April 18, 2024 | Adopt our 2024 equity incentive plan for directors. Compensation |
Board | For | FOR 20 funds |
Split 4 FOR, 2 AGAINST |
| DOORDASH INC. | June 20, 2024 | The election of the following director nominee(s): Elinor Mertz Director Elections |
Board | For | AGAINST 11 funds |
Split 4 FOR, 5 AGAINST |
| DORIAN LPG LTD. | September 13, 2023 | Nominees for a term of three years: Christina Tan Director Elections |
Board | For | FOR 16 funds |
Split 5 FOR, 2 WITHHOLD |
| DOUGLAS DYNAMICS INC. | April 23, 2024 | Election of Directors: Kenneth W. Krueger Director Elections |
Board | For | FOR 19 funds |
Split 4 FOR, 2 WITHHOLD |
| DOUGLAS DYNAMICS INC. | April 23, 2024 | Election of Directors: Lisa R. Bacus Director Elections |
Board | For | FOR 19 funds |
Split 4 FOR, 2 WITHHOLD |
| DOUGLAS ELLIMAN INC. | July 27, 2023 | Advisory vote on executive compensation (the "say-on-pay vote") Say-on-Pay |
Board | For | AGAINST 17 funds |
Split 6 FOR, 2 AGAINST |
| DOUGLAS ELLIMAN INC. | July 27, 2023 | Election of Directors: Mark D. Zeitchick Director Elections |
Board | For | WITHHOLD 16 funds |
Split 6 FOR, 2 WITHHOLD |
| DOUGLAS ELLIMAN INC. | July 27, 2023 | Election of Directors: Michael S. Liebowitz Director Elections |
Board | For | WITHHOLD 16 funds |
Split 6 FOR, 2 WITHHOLD |
| DOUGLAS EMMETT INC. | May 30, 2024 | Election of Directors: Dan A. Emmett Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 3 WITHHOLD |
| DOUGLAS EMMETT INC. | May 30, 2024 | Election of Directors: Dorene C. Dominguez Director Elections |
Board | For | WITHHOLD 4 funds |
Split 4 FOR, 3 WITHHOLD |
| DOUGLAS EMMETT INC. | May 30, 2024 | Election of Directors: Leslie E. Bider Director Elections |
Board | For | WITHHOLD 4 funds |
Split 4 FOR, 3 WITHHOLD |
| DOUGLAS EMMETT INC. | May 30, 2024 | Election of Directors: Ray C. Leonard Director Elections |
Board | For | WITHHOLD 4 funds |
Split 4 FOR, 3 WITHHOLD |
| DOUGLAS EMMETT INC. | May 30, 2024 | Election of Directors: Shirley Wang Director Elections |
Board | For | WITHHOLD 4 funds |
Split 4 FOR, 3 WITHHOLD |
| DOUGLAS EMMETT INC. | May 30, 2024 | Election of Directors: Thomas E. O'Hern Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 3 WITHHOLD |
| DOUGLAS EMMETT INC. | May 30, 2024 | Election of Directors: Virginia A. McFerran Director Elections |
Board | For | WITHHOLD 4 funds |
Split 4 FOR, 3 WITHHOLD |
| DOUGLAS EMMETT INC. | May 30, 2024 | Election of Directors: William E. Simon, Jr. Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 3 WITHHOLD |
| DOUGLAS EMMETT INC. | May 30, 2024 | To approve, in a non-binding advisory vote, our executive compensation. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 4 FOR, 3 AGAINST |
| DOUTOR NICHIRES HOLDINGS CO. LTD. | May 28, 2024 | Elect Director Hoshino, Masanori Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| DOW INC. | April 11, 2024 | Election of Directors: Jacqueline C. Hinman Director Elections |
Board | For | FOR 18 funds |
Split 16 FOR, 1 AGAINST |
| DOWA HOLDINGS CO. LTD. | June 25, 2024 | Elect Director Sekiguchi, Akira Director Elections |
Board | For | FOR 6 funds |
Split 1 FOR, 1 AGAINST |
| DOXIMITY INC. | July 26, 2023 | To elect Class Il Directors to serve until the annual meeting of stockholders to be held in 2026 or until his or her successor has been duly elected and qualified: Kevin Spain Director Elections |
Board | For | WITHHOLD 10 funds |
Split 3 FOR, 5 WITHHOLD |
| DRAFTKINGS INC. | May 13, 2024 | Election of Directors: Marni M. Walden Director Elections |
Board | For | WITHHOLD 9 funds |
Split 2 FOR, 3 WITHHOLD |
| DRAFTKINGS INC. | May 13, 2024 | Election of Directors: Ryan R. Moore Director Elections |
Board | For | FOR 9 funds |
Split 3 FOR, 2 WITHHOLD |
| DRAFTKINGS INC. | May 13, 2024 | Election of Directors: Valerie Mosley Director Elections |
Board | For | WITHHOLD 9 funds |
Split 3 FOR, 2 WITHHOLD |
| DRAFTKINGS INC. | May 13, 2024 | Election of Directors: Woodrow H. Levin Director Elections |
Board | For | WITHHOLD 9 funds |
Split 3 FOR, 2 WITHHOLD |
| DRAFTKINGS INC. | May 13, 2024 | To conduct a non-binding advisory vote on executive compensation. Say-on-Pay |
Board | For | AGAINST 10 funds |
Split 2 FOR, 3 AGAINST |
| DREAM FINDERS HOMES INC. | June 10, 2024 | Election of Directors: Justin W. Udelhofen Director Elections |
Board | For | AGAINST 14 funds |
Split 4 FOR, 2 AGAINST |
| DREAM FINDERS HOMES INC. | June 10, 2024 | Election of Directors: Leonard M. Sturm Director Elections |
Board | For | AGAINST 14 funds |
Split 4 FOR, 2 AGAINST |
| DREAM FINDERS HOMES INC. | June 10, 2024 | Election of Directors: W. Radford Lovett II Director Elections |
Board | For | AGAINST 14 funds |
Split 4 FOR, 2 AGAINST |
| DRIL-QUIP INC. | May 7, 2024 | Election of Director: Amy B. Schwetz Director Elections |
Board | For | FOR 20 funds |
Split 3 FOR, 3 AGAINST, 1 ABSTAIN |
| DRIVEN BRANDS HOLDINGS INC. | May 9, 2024 | Approval of the Amended and Restated Driven Brands Holdings Inc. 2021 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 10 funds |
Split 1 FOR, 3 AGAINST |
| DSV A/S | March 14, 2024 | Approve Remuneration Report Compensation |
Board | For | AGAINST 4 funds |
Split 4 FOR, 3 AGAINST |
| DSV A/S | March 14, 2024 | Reelect Tarek Sultan Al-Essa as Director Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 7 ABSTAIN |
| DSV A/S | March 14, 2024 | Reelect Thomas Plenborg as Director Director Elections |
Board | For | FOR 4 funds |
Split 7 FOR, 1 ABSTAIN |
| DTS CORP. | June 25, 2024 | Approve Allocation of Income, with a Final Dividend of JPY 58 Capital Structure |
Board | For | AGAINST 2 funds |
Split 1 FOR, 1 AGAINST |
| DTS CORP. | June 25, 2024 | Elect Director Kitamura, Tomoaki Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| DTS CORP. | June 25, 2024 | Elect Director Yamada, Shinichi Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| DTS CORP. | June 25, 2024 | Elect Director and Audit Committee Member Ono, Hiroshi Director Elections |
Board | For | AGAINST 2 funds |
Split 1 FOR, 1 AGAINST |
| DUCKHORN PORTFOLIO INC. | January 19, 2024 | Election of Directors Charles Esserman Director Elections |
Board | For | AGAINST 19 funds |
Split 4 FOR, 5 AGAINST |
| DUCKHORN PORTFOLIO INC. | January 19, 2024 | Election of Directors Michelle Gloeckler Director Elections |
Board | For | AGAINST 19 funds |
Split 6 FOR, 3 AGAINST |
| DUCOMMUN INC. | April 24, 2024 | Election of Directors: Sheila G. Kramer Director Elections |
Board | For | FOR 19 funds |
Split 4 FOR, 2 WITHHOLD |
| DUCOMMUN INC. | April 24, 2024 | Election of Directors: Shirley G. Drazba Director Elections |
Board | For | FOR 19 funds |
Split 4 FOR, 2 WITHHOLD |
| DUKE ENERGY CORP. | May 9, 2024 | Election of directors: Caroline Dorsa Director Elections |
Board | Not determined | FOR 8 funds |
Split 17 FOR, 1 AGAINST |
| DULUTH HOLDINGS INC. | May 23, 2024 | Election of Directors: Brett L. Paschke Director Elections |
Board | For | WITHHOLD 16 funds |
Split 6 FOR, 1 WITHHOLD |
| DULUTH HOLDINGS INC. | May 23, 2024 | Election of Directors: David C. Finch Director Elections |
Board | For | WITHHOLD 16 funds |
Split 6 FOR, 1 WITHHOLD |
| DULUTH HOLDINGS INC. | May 23, 2024 | Election of Directors: Francesca M. Edwardson Director Elections |
Board | For | WITHHOLD 16 funds |
Split 6 FOR, 1 WITHHOLD |
| DULUTH HOLDINGS INC. | May 23, 2024 | Election of Directors: Scott K. Williams Director Elections |
Board | For | WITHHOLD 16 funds |
Split 6 FOR, 1 WITHHOLD |
| DULUTH HOLDINGS INC. | May 23, 2024 | Election of Directors: Susan J. Riley Director Elections |
Board | For | FOR 16 funds |
Split 6 FOR, 1 WITHHOLD |
| DULUTH HOLDINGS INC. | May 23, 2024 | To approve the 2024 Equity Incentive Plan of Duluth Holdings Inc. Compensation |
Board | For | AGAINST 16 funds |
Split 6 FOR, 1 AGAINST |
| DUN & BRADSTREET HOLDINGS INC. | June 12, 2024 | Approval of a non-binding advisory resolution on the compensation paid to our named executive officers. Say-on-Pay |
Board | For | AGAINST 20 funds |
Split 1 FOR, 4 AGAINST |
| DUSKIN CO. LTD. | June 26, 2024 | Elect Director Okubo, Hiroyuki Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| DXP ENTERPRISES INC. | June 14, 2024 | Election of Directors: David Patton Director Elections |
Board | For | FOR 20 funds |
Split 4 FOR, 2 WITHHOLD |
| DXP ENTERPRISES INC. | June 14, 2024 | Election of Directors: Joseph R. Mannes Director Elections |
Board | For | FOR 20 funds |
Split 4 FOR, 2 WITHHOLD |
| DXP ENTERPRISES INC. | June 14, 2024 | Election of Directors: Karen Hoffman Director Elections |
Board | For | FOR 20 funds |
Split 4 FOR, 2 WITHHOLD |
| DYCOM INDUSTRIES INC. | May 23, 2024 | Election of Directors: Carmen M. Sabater Director Elections |
Board | For | FOR 18 funds |
Split 3 FOR, 2 AGAINST |
| DYCOM INDUSTRIES INC. | May 23, 2024 | Election of Directors: Jennifer M. Fritzsche Director Elections |
Board | For | FOR 18 funds |
Split 3 FOR, 2 AGAINST |
| DYNATRACE INC. | August 23, 2023 | Election of Class I Directors Nominees: Michael Capone Director Elections |
Board | For | WITHHOLD 10 funds |
Split 3 FOR, 7 WITHHOLD |
| DYNATRACE INC. | August 23, 2023 | Election of Class I Directors Nominees: Rick McConnell Director Elections |
Board | For | WITHHOLD 10 funds |
Split 10 FOR, 2 WITHHOLD |
| DYNATRACE INC. | August 23, 2023 | Election of Class I Directors Nominees: Stephen Lifshatz Director Elections |
Board | For | WITHHOLD 10 funds |
Split 3 FOR, 7 WITHHOLD |
| DYNAVAX TECHNOLOGIES CORP. | May 23, 2024 | To elect our three nominees for Class III directors to hold office until the 2027 Annual Meeting of Stockholders or until their respective successors are duly elected and qualified: Francis R. Cano, Ph.D. Director Elections |
Board | For | FOR 19 funds |
Split 4 FOR, 2 WITHHOLD |
| E.W. SCRIPPS CO. | May 6, 2024 | Election of Directors: Burton F. Jablin Director Elections |
Board | For | FOR 20 funds |
Split 5 FOR, 2 WITHHOLD |
| E.W. SCRIPPS CO. | May 6, 2024 | Election of Directors: Kim Williams Director Elections |
Board | For | WITHHOLD 20 funds |
Split 5 FOR, 2 WITHHOLD |
| EAGERS AUTOMOTIVE LTD. | May 22, 2024 | Elect Katrina Susan McNamara as Director Director Elections |
Board | For | FOR 6 funds |
Split 1 FOR, 1 AGAINST |
| EAGERS AUTOMOTIVE LTD. | May 22, 2024 | Elect Nicholas George Politis as Director Director Elections |
Board | For | FOR 6 funds |
Split 1 FOR, 1 AGAINST |
| EAGLE BULK SHIPPING INC. | April 5, 2024 | The Convertible Note Share Issuance Proposal. To approve the issuance of shares of common stock issuable upon the potential future conversion of Eagle's 5.00% Convertible Senior Notes due 2024 in excess of the conversion share cap set forth in the Indenture, dated as of July 29, 2019 between Eagle and Deutsche Bank Trust Company Americas (the "convertible note share issuance proposal"). Capital Structure |
Board | For | FOR 16 funds |
Split 4 FOR, 2 ABSTAIN |
| EAGLE BULK SHIPPING INC. | April 5, 2024 | The Merger Proposal. To approve and authorize the Agreement and Plan of Merger, dated as of December 11, 2023 (the "merger agreement"), by and among Star Bulk Carriers Corp. ("Star Bulk"), Star Infinity Corp. (the "Merger Sub"), and Eagle Bulk Shipping Inc. ("Eagle"), and the merger of Merger Sub with and into Eagle, with Eagle being the surviving corporation in the merger and a wholly owned subsidiary of Star Bulk (the "merger") (the "merger proposal"). Extraordinary Transactions |
Board | For | FOR 16 funds |
Split 4 FOR, 2 ABSTAIN |
| EAGLE MATERIALS INC. | August 3, 2023 | Election of Directors: Margot L. Carter Director Elections |
Board | For | FOR 9 funds |
Split 3 FOR, 5 AGAINST |
| EAGLE MATERIALS INC. | August 3, 2023 | Election of Directors: Michael R. Nicolais Director Elections |
Board | For | FOR 9 funds |
Split 5 FOR, 3 AGAINST |
| EARTHSTONE ENERGY INC. | October 30, 2023 | To approve and adopt the merger agreement, by and among Earthstone, Earthstone Energy Holdings, LLC ("Earthstone OpCo"), Permian Resources Corporation ("Permian Resources"), Smits Merger Sub I Inc. ("Merger Sub I"), Smits Merger Sub II LLC ("Merger Sub II") and Permian Resources Operating, LLC ("Permian Resources OpCo"), pursuant to which (i) Merger Sub I will merge with and into Earthstone, with Earthstone continuing its existence as the surviving corporation following the Initial Company Merger as a direct, wholly owned subsidiary of Permian Resources as the "Initial Surviving Corporation." (ii) the Initial Surviving Corporation will merge with and into Merger Sub II, with Merger Sub II surviving as a direct, wholly owned subsidiary of Permian Resources, and (iii) Earthstone OpCo will merge with and into Permian Resources OpCo; Extraordinary Transactions |
Board | For | FOR 14 funds |
Split 3 FOR, 2 ABSTAIN |
| EAST JAPAN RAILWAY CO. | June 20, 2024 | Elect Director Kise, Yoichi Director Elections |
Board | For | FOR 2 funds |
Split 4 FOR, 4 AGAINST |
| EASTERLY GOVERNMENT PROPERTIES INC. | May 17, 2024 | Approval, on a non-binding advisory basis, of our named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 3 FOR, 4 AGAINST |
| EASTERLY GOVERNMENT PROPERTIES INC. | May 17, 2024 | Election of Directors: Emil W. Henry, Jr. Director Elections |
Board | For | FOR 4 funds |
Split 3 FOR, 4 AGAINST |
| EASTERLY GOVERNMENT PROPERTIES INC. | May 17, 2024 | Election of Directors: William H. Binnie Director Elections |
Board | For | FOR 4 funds |
Split 3 FOR, 4 AGAINST |
| EASTERN BANKSHARES INC. | February 28, 2024 | a proposal to approve the issuance of Eastern common stock to holders of Cambridge common stock pursuant to the merger agreement, dated as of September 19, 2023 (the "Eastern Share Issuance Proposal"); and Extraordinary Transactions |
Board | For | FOR 19 funds |
Split 3 FOR, 3 AGAINST |
| EASTMAN KODAK CO. | May 15, 2024 | Approval of the Second Amendment to the Amended and Restated 2013 Omnibus Incentive Plan Compensation |
Board | For | AGAINST 17 funds |
Split 5 FOR, 2 AGAINST |
| EATON CORPORATION PLC | April 24, 2024 | Approving the appointment of Ernst & Young as independent auditor for 2024 and authorizing the Audit Committee of the Board of Directors to set its remuneration. Audit-related |
Board | For | FOR 17 funds |
Split 22 FOR, 1 AGAINST |
| EATON CORPORATION PLC | April 24, 2024 | Approving, on an advisory basis, the Company's executive compensation. Say-on-Pay |
Board | For | FOR 18 funds |
Split 22 FOR, 1 AGAINST |
| EATON CORPORATION PLC | April 24, 2024 | Election of Directors: Craig Arnold Director Elections |
Board | For | FOR 17 funds |
Split 22 FOR, 1 AGAINST |
| EATON CORPORATION PLC | April 24, 2024 | Election of Directors: Gregory R. Page Director Elections |
Board | For | FOR 17 funds |
Split 22 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.