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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
BROOKLINE BANCORP INC. May 8, 2024 Election of Directors: Thomas J. Hollister
Director Elections
Board For FOR
20 funds
Split
3 FOR, 3 AGAINST
BROOKLINE BANCORP INC. May 8, 2024 Election of Directors: Willard I. Hill, Jr.
Director Elections
Board For FOR
20 funds
Split
3 FOR, 3 AGAINST
BROTHER INDUSTRIES LTD. June 25, 2024 Elect Director Ikeda, Kazufumi
Director Elections
Board For FOR
4 funds
Split
4 FOR, 4 AGAINST
BROWN-FORMAN CORP. July 27, 2023 Election of Directors: Campbell P. Brown
Director Elections
Board For AGAINST
10 funds
Split
2 FOR, 4 AGAINST
BROWN-FORMAN CORP. July 27, 2023 Election of Directors: Michael A. Todman
Director Elections
Board For AGAINST
10 funds
Split
2 FOR, 4 AGAINST
BRUKER CORP. May 30, 2024 Approval on an advisory basis of the 2023 compensation of our named executive officers, as discussed in the Proxy Statement.
Say-on-Pay
Board For FOR
13 funds
Split
5 FOR, 4 AGAINST
BRUKER CORP. May 30, 2024 Election of three Class III directors to serve for a three-year term expiring in 2027: William A. Linton
Director Elections
Board For FOR
12 funds
Split
9 FOR, 1 WITHHOLD
BT GROUP PLC July 13, 2023 Re-elect Allison Kirkby as Director
Director Elections
Board For FOR
14 funds
Split
4 FOR, 4 AGAINST
BUCKLE INC. June 3, 2024 Election of Directors: Karen B. Rhoads
Director Elections
Board For FOR
16 funds
Split
2 FOR, 4 WITHHOLD
BUILD-A-BEAR WORKSHOP INC. June 13, 2024 Election of Directors: George Carrara
Director Elections
Board For FOR
16 funds
Split
6 FOR, 2 AGAINST
BUILDERS FIRSTSOURCE INC. June 4, 2024 Election of Directors: Cleveland A. Christophe
Director Elections
Board Not determined FOR
20 funds
Split
1 FOR, 17 AGAINST
BUILDERS FIRSTSOURCE INC. June 4, 2024 Election of Directors: W. Bradley Hayes
Director Elections
Board Not determined Split
18 FOR, 2 AGAINST
FOR
19 funds
BUNGE GLOBAL SA May 15, 2024 Election of Directors: Carol Browner
Director Elections
Board For FOR
15 funds
Split
18 FOR, 1 AGAINST
BUNGE LTD. October 5, 2023 To approve the acquisition of Viterra Limited, including the issuance of 65,611,831 common shares, par value $0.01 per share, of Bunge Limited.
Extraordinary Transactions
Board For FOR
14 funds
Split
10 FOR, 8 ABSTAIN
BUNKA SHUTTER CO. LTD. June 18, 2024 Elect Director Ogura, Hiroyuki
Director Elections
Board For FOR
3 funds
Split
1 FOR, 1 AGAINST
BURBERRY GROUP PLC July 12, 2023 Re-elect Antoine de Saint-Affrique as Director
Director Elections
Board For FOR
12 funds
Split
1 FOR, 8 AGAINST
BUREAU VERITAS SA June 20, 2024 Elect BPIFRANCE INVESTISSEMENT as Director
Director Elections
Board For AGAINST
4 funds
Split
3 FOR, 3 AGAINST
BUREAU VERITAS SA June 20, 2024 Reelect Christine Anglade as Director
Director Elections
Board For AGAINST
4 funds
Split
3 FOR, 3 AGAINST
BUREAU VERITAS SA June 20, 2024 Reelect Claude Ehlinger as Director
Director Elections
Board For AGAINST
4 funds
Split
3 FOR, 3 AGAINST
BUSINESS FIRST BANCSHARES INC. July 27, 2023 Proposal - To approve, on a non-binding, advisory basis, the compensation of the Company's NEOs (the "Say-on-Pay Proposal"); and
Say-on-Pay
Board For AGAINST
17 funds
Split
4 FOR, 2 AGAINST
BYD COMPANY LTD. September 19, 2023 Elect Cai Hong-ping as Director
Director Elections
Board For FOR
5 funds
Split
2 FOR, 1 AGAINST
BYD COMPANY LTD. September 19, 2023 Elect Lv Xiang-yang as Director
Director Elections
Board For FOR
5 funds
Split
2 FOR, 1 AGAINST
BYD COMPANY LTD. September 19, 2023 Elect Zhang Min as Director
Director Elections
Board For FOR
5 funds
Split
2 FOR, 1 AGAINST
C&F FINANCIAL CORP. April 16, 2024 To elect directors as instructed below: C. Elis Olsson
Director Elections
Board For FOR
16 funds
Split
5 FOR, 2 WITHHOLD
C.H. ROBINSON WORLDWIDE INC. May 9, 2024 Election of Directors: Henry J. Maier
Director Elections
Board For AGAINST
15 funds
Split
19 FOR, 2 AGAINST
C.H. ROBINSON WORLDWIDE INC. May 9, 2024 To approve, on an advisory basis, the compensation of our named executive officers.
Say-on-Pay
Board For FOR
16 funds
Split
19 FOR, 2 AGAINST
C3.AI INC. October 4, 2023 Election of Class III Directors Nominees: Michael G. McCaffery
Director Elections
Board For WITHHOLD
5 funds
Split
4 FOR, 5 WITHHOLD
CABLE ONE INC. May 16, 2024 Election of Directors: Katharine B. Weymouth
Director Elections
Board For FOR
19 funds
Split
4 FOR, 5 AGAINST
CABOT CORP. March 7, 2024 Election of Directors: Christine Y. Yan
Director Elections
Board For FOR
12 funds
Split
5 FOR, 4 AGAINST
CABOT CORP. March 7, 2024 Election of Directors: Cynthia A. Arnold
Director Elections
Board For FOR
12 funds
Split
5 FOR, 4 AGAINST
CADENCE DESIGN SYSTEMS INC. May 2, 2024 Advisory resolution to approve named executive officer compensation.
Say-on-Pay
Board Not determined FOR
12 funds
Split
22 FOR, 1 AGAINST
CADIZ INC. June 11, 2024 ELECTION OF DIRECTORS: Maria Dreyfus
Director Elections
Board For FOR
2 funds
Split
5 FOR, 2 WITHHOLD
CADIZ INC. June 11, 2024 ELECTION OF DIRECTORS: Maria Echaveste
Director Elections
Board For FOR
2 funds
Split
5 FOR, 2 WITHHOLD
CADIZ INC. June 11, 2024 ELECTION OF DIRECTORS: Stephen E. Courter
Director Elections
Board For WITHHOLD
2 funds
Split
5 FOR, 2 WITHHOLD
CAESARS ENTERTAINMENT INC. June 11, 2024 COMPANY PROPOSAL: APPROVE THE CAESARS ENTERTAINMENT, INC. SECOND AMENDED AND RESTATED 2015 EQUITY INCENTIVE PLAN.
Compensation
Board For AGAINST
15 funds
Split
20 FOR, 1 AGAINST
CAL-MAINE FOODS INC. October 6, 2023 Advisory vote to approve our executive compensation.
Say-on-Pay
Board For FOR
17 funds
Split
7 FOR, 1 AGAINST
CAL-MAINE FOODS INC. October 6, 2023 Election of Directors: James E. Poole
Director Elections
Board For WITHHOLD
16 funds
Split
4 FOR, 2 WITHHOLD
CAL-MAINE FOODS INC. October 6, 2023 Election of Directors: Letitia C. Hughes
Director Elections
Board For WITHHOLD
16 funds
Split
4 FOR, 2 WITHHOLD
CALBEE INC. June 25, 2024 Elect Director Ehara, Makoto
Director Elections
Board For FOR
2 funds
Split
1 FOR, 1 AGAINST
CALBEE INC. June 25, 2024 Elect Director Mogi, Yuzaburo
Director Elections
Board For FOR
2 funds
Split
1 FOR, 1 AGAINST
CALBEE INC. June 25, 2024 Elect Director Wern Yuen Tan
Director Elections
Board For FOR
2 funds
Split
1 FOR, 1 AGAINST
CALEDONIA MINING CORPORATION PLC May 7, 2024 Re-elect Johan Holtzhausen as Director
Director Elections
Board For AGAINST
14 funds
Split
5 FOR, 1 AGAINST
CALEDONIA MINING CORPORATION PLC May 7, 2024 Re-elect John Kelly as Director
Director Elections
Board For ABSTAIN
14 funds
Split
1 FOR, 5 AGAINST
CALEDONIA MINING CORPORATION PLC May 7, 2024 Re-elect Victor Gapare as Director
Director Elections
Board For FOR
14 funds
Split
5 FOR, 1 AGAINST
CALIFORNIA RESOURCES CORP. June 26, 2024 A proposal (the "stock issuance proposal") to approve, for purposes of complying with Section 312.03 of the NYSE Listed Company Manual, the issuance of shares of California Resources Corporation common stock pursuant to the terms of the Agreement and Plan of Merger, dated February 7, 2024, among California Resources Corporation, Petra Merger Sub I, LLC, Petra Merger Sub C, LLC, Petra Merger Sub O, LLC, Petra Merger Sub O2, LLC, Petra Merger Sub O3, LLC, Petra Merger Sub S, LLC, IKAV Impact USA Inc., CPPIB Vedder US Holdings LLC, Opps Xb Aera E CTB, LLC, Opps XI Aera E CTB, LLC, Green Gate COI, LLC, IKAV Impact S.a.r.l., Simlog Inc., IKAV Energy Inc., CPP Investment Board Private Holdings (6), Inc., OCM Opps Xb AIF Holdings (Delaware), L.P., Oaktree Huntington Investment Fund II AIF (Delaware), L.P. - Class C, OCM Opps XI AIV Holdings (Delaware), L.P., and OCM Aera E Holdings, LLC.
Extraordinary Transactions
Board For FOR
16 funds
Split
3 FOR, 3 ABSTAIN
CALIX INC. May 9, 2024 To approve, on a non-binding, advisory basis, Calix's named executive officer compensation.
Say-on-Pay
Board For AGAINST
17 funds
Split
4 FOR, 5 AGAINST
CALIX INC. May 9, 2024 To elect each of the two director nominees named in the proxy statement: Kevin Peters
Director Elections
Board For FOR
16 funds
Split
4 FOR, 5 WITHHOLD
CALLON PETROLEUM CO. March 27, 2024 The adoption of the Agreement and Plan of Merger, dated as of January 3, 2024, by and among APA Corporation, a Delaware corporation ("APA"), Astro Comet Merger Sub Corp., a Delaware corporation and a wholly owned, direct subsidiary of APA ("Merger Sub"), and Callon, as it may be amended from time to time, pursuant to which Merger Sub will merge with and into Callon, with Callon surviving the merger as a wholly owned, direct subsidiary of APA (the "merger"), and the approval of the transactions contemplated thereby (the "Merger Proposal").
Extraordinary Transactions
Board For FOR
16 funds
Split
4 FOR, 3 ABSTAIN
CAMBIUM NETWORKS CORP. June 6, 2024 The election of two Class II directors and one Class I director: Vikram Verma (Class II)
Director Elections
Board For FOR
10 funds
Split
5 FOR, 2 WITHHOLD
CAMPING WORLD HOLDINGS INC. May 14, 2024 Election of Class II Directors: Andris Baltins
Director Elections
Board For WITHHOLD
13 funds
Split
3 FOR, 2 WITHHOLD
CAMPING WORLD HOLDINGS INC. May 14, 2024 Election of Class II Directors: Brent L. Moody
Director Elections
Board For WITHHOLD
13 funds
Split
3 FOR, 2 WITHHOLD
CANADIAN PACIFIC KANSAS CITY LTD. April 24, 2024 Elect Director Henry J. Maier
Director Elections
Board For FOR
7 funds
Split
2 FOR, 2 AGAINST
CANADIAN PACIFIC KANSAS CITY LTD. April 24, 2024 Elect Director John Baird
Director Elections
Board For FOR
7 funds
Split
2 FOR, 2 AGAINST
CANNAE HOLDINGS INC. June 19, 2024 Approval of the redomestication of the Company from the State of Delaware to the State of Nevada by conversion.
Extraordinary Transactions
Board For AGAINST
11 funds
Split
3 FOR, 2 AGAINST
CANON INC. March 28, 2024 Elect Director Mitarai, Fujio
Director Elections
Board For FOR
2 funds
Split
5 FOR, 4 AGAINST
CANON MARKETING JAPAN INC. March 27, 2024 Appoint Statutory Auditor Hashimoto, Iwao
Compensation
Board For AGAINST
4 funds
Split
1 FOR, 1 AGAINST
CANON MARKETING JAPAN INC. March 27, 2024 Elect Director Adachi, Masachika
Director Elections
Board For FOR
4 funds
Split
1 FOR, 1 AGAINST
CAPCOM CO. LTD. June 20, 2024 Elect Director Tsujimoto, Haruhiro
Director Elections
Board For FOR
4 funds
Split
5 FOR, 4 AGAINST
CAPITAL CITY BANK GROUP INC. April 23, 2024 Election of Directors: To elect as directors the nominees listed below: John G. Sample, Jr.
Director Elections
Board For FOR
20 funds
Split
5 FOR, 2 WITHHOLD
CAPITAL ONE FINANCIAL CORP. May 2, 2024 Election of Directors: Peter Thomas Killalea
Director Elections
Board Not determined FOR
16 funds
Split
15 FOR, 2 AGAINST
CAPITOL FEDERAL FINANCIAL INC. January 23, 2024 Election of Directors: (for three-year terms): Morris J. Huey, II
Director Elections
Board For FOR
20 funds
Split
4 FOR, 3 AGAINST
CAPRI HOLDINGS LTD. August 2, 2023 Election of Directors: Robin Freestone
Director Elections
Board For FOR
18 funds
Split
4 FOR, 4 AGAINST
CAPRI HOLDINGS LTD. October 25, 2023 To adopt a resolution authorizing the Agreement and Plan of Merger, dated as of August 10, 2023, by and among Capri Holdings Limited, Tapestry, Inc., and Sunrise Merger Sub, Inc. (as it may be amended from time to time, the "Merger Agreement").
Extraordinary Transactions
Board For FOR
17 funds
Split
4 FOR, 4 ABSTAIN
CAPRI HOLDINGS LTD. October 25, 2023 To approve, on an advisory (nonbinding) basis, the compensation that may be paid or become payable to Capri Holdings Limited's named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated by the Merger Agreement.
Say-on-Pay
Board For AGAINST
18 funds
Split
4 FOR, 4 AGAINST
CAPSTAR FINANCIAL HOLDINGS INC. February 29, 2024 To adopt and approve the Agreement and Plan of Merger, dated as of October 26, 2023, by and between CapStar Financial Holdings, Inc. and Old National Bancorp, as it may be amended from time to time (the "Merger Agreement").
Extraordinary Transactions
Board For FOR
18 funds
Split
5 FOR, 2 ABSTAIN
CARDLYTICS INC. May 23, 2024 Advisory vote to approve compensation of named executive officers.
Say-on-Pay
Board For AGAINST
17 funds
Split
1 FOR, 7 AGAINST
CAREDX INC. June 13, 2024 Approval of 2024 Equity Incentive Plan.
Compensation
Board For AGAINST
16 funds
Split
4 FOR, 3 AGAINST
CAREDX INC. June 13, 2024 Election of Directors: George W. Bickerstaff III
Director Elections
Board For FOR
16 funds
Split
4 FOR, 3 WITHHOLD
CARGURUS INC. June 5, 2024 To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers for 2023.
Say-on-Pay
Board For AGAINST
20 funds
Split
8 FOR, 1 AGAINST
CARLISLE COMPANIES INC. May 1, 2024 To elect the three directors nominated by the Board of Directors: Corrine D. Ricard
Director Elections
Board Not determined FOR
16 funds
Split
3 FOR, 5 AGAINST
CARLISLE COMPANIES INC. May 1, 2024 To elect the three directors nominated by the Board of Directors: James D. Frias
Director Elections
Board Not determined FOR
16 funds
Split
3 FOR, 5 AGAINST
CARLISLE COMPANIES INC. May 1, 2024 To elect the three directors nominated by the Board of Directors: Maia A. Hansen
Director Elections
Board Not determined FOR
16 funds
Split
2 FOR, 6 AGAINST
CARLSBERG A/S March 11, 2024 Elect Bob Kunze-Concewitz as Director
Director Elections
Board For FOR
4 funds
Split
3 FOR, 4 ABSTAIN
CARLSBERG A/S March 11, 2024 Reelect Henrik Poulsen as New Director
Director Elections
Board For FOR
4 funds
Split
4 FOR, 3 ABSTAIN
CARLSBERG A/S March 11, 2024 Reelect Lilian Fossum Biner as Director
Director Elections
Board For FOR
4 funds
Split
4 FOR, 3 ABSTAIN
CARLSBERG A/S March 11, 2024 Reelect Magdi Batato as Director
Director Elections
Board For FOR
4 funds
Split
4 FOR, 3 ABSTAIN
CARLSBERG A/S March 11, 2024 Reelect Richard Burrows as Director
Director Elections
Board For FOR
4 funds
Split
1 FOR, 7 ABSTAIN
CARLYLE GROUP INC. May 29, 2024 Approval of The Carlyle Group Inc. Amended and Restated 2012 Equity Incentive Plan
Compensation
Board For AGAINST
15 funds
Split
2 FOR, 4 AGAINST
CARLYLE GROUP INC. May 29, 2024 Election of Directors: Daniel A. D'Aniello
Director Elections
Board For FOR
15 funds
Split
2 FOR, 4 WITHHOLD
CARLYLE GROUP INC. May 29, 2024 Election of Directors: William J. Shaw
Director Elections
Board For FOR
15 funds
Split
2 FOR, 4 WITHHOLD
CARLYLE GROUP INC. May 29, 2024 Non-Binding Vote to Approve Named Executive Officer Compensation ("Say-on-Pay")
Say-on-Pay
Board For AGAINST
16 funds
Split
2 FOR, 4 AGAINST
CARNIVAL CORP. April 5, 2024 To approve the Carnival plc 2024 Employee Share Plan.
Compensation
Board For FOR
13 funds
Split
12 FOR, 7 AGAINST
CARNIVAL CORP. April 5, 2024 To approve, subject to Proposal 18 passing, the disapplication of pre-emption rights in relation to the allotment of new shares and sale of treasury shares by Carnival plc (in accordance with customary practice for UK companies).
Capital Structure
Board For FOR
13 funds
Split
12 FOR, 7 AGAINST
CARNIVAL CORP. April 5, 2024 To elect Nelda J. Connors as a Director of Carnival Corporation and as a Director of Carnival plc.
Director Elections
Board For FOR
13 funds
Split
10 FOR, 9 AGAINST
CARPARTS.COM INC. May 23, 2024 Election of the following Class III Directors: Dr. Lisa Costa
Director Elections
Board For FOR
12 funds
Split
5 FOR, 2 WITHHOLD
CARPARTS.COM INC. May 23, 2024 Election of the following Class III Directors: Warren "Barry" Phelps III
Director Elections
Board For FOR
12 funds
Split
5 FOR, 2 WITHHOLD
CARREFOUR SA May 24, 2024 Approve Compensation of Alexandre Bompard, Chairman and CEO
Compensation
Board For AGAINST
4 funds
Split
3 FOR, 3 AGAINST
CARREFOUR SA May 24, 2024 Ratify Appointment of Eduardo Rossi as Director
Director Elections
Board For FOR
4 funds
Split
3 FOR, 3 AGAINST
CARREFOUR SA May 24, 2024 Reelect Arthur Sadoun as Director
Director Elections
Board For FOR
4 funds
Split
3 FOR, 3 AGAINST
CARREFOUR SA May 24, 2024 Reelect Aurore Domont as Director
Director Elections
Board For FOR
4 funds
Split
3 FOR, 3 AGAINST
CARREFOUR SA May 24, 2024 Reelect Patricia Moulin Lemoine as Director
Director Elections
Board For FOR
4 funds
Split
3 FOR, 3 AGAINST
CARRIAGE SERVICES INC. May 14, 2024 To approve on an advisory basis our 2023 Named Executive Officers' compensation.
Say-on-Pay
Board For FOR
20 funds
Split
5 FOR, 2 AGAINST
CARRIER GLOBAL CORP. April 18, 2024 Advisory Vote to Approve Named Executive Officer Compensation
Say-on-Pay
Board For AGAINST
20 funds
Split
17 FOR, 2 AGAINST
CARROLS RESTAURANT GROUP INC. May 14, 2024 To approve the adoption of the Agreement and Plan of Merger, dated as of January 16, 2024, by and among Restaurant Brands International Inc., BK Cheshire Corp. and Carrols Restaurant Group, Inc. (as it may be amended from time to time, the "Merger Agreement").
Extraordinary Transactions
Board For FOR
17 funds
Split
6 FOR, 2 ABSTAIN
CARROLS RESTAURANT GROUP INC. May 14, 2024 To approve, on an advisory (non-binding) basis, the compensation that will or may become payable by Carrols to its named executive officers in connection with the merger of BK Cheshire Corp. with and into Carrols Restaurant Group, Inc.
Say-on-Pay
Board For AGAINST
18 funds
Split
6 FOR, 2 AGAINST
CARVANA CO. May 6, 2024 Election of Directors: Ira Platt
Director Elections
Board For WITHHOLD
9 funds
Split
1 FOR, 7 WITHHOLD
CASIO COMPUTER CO. LTD. June 27, 2024 Elect Director Masuda, Yuichi
Director Elections
Board For FOR
3 funds
Split
1 FOR, 1 AGAINST
CASS INFORMATION SYSTEMS INC. April 16, 2024 Election of Directors: Franklin D. Wicks, Jr.
Director Elections
Board For FOR
17 funds
Split
5 FOR, 2 AGAINST
CASS INFORMATION SYSTEMS INC. April 16, 2024 Election of Directors: Robert A. Ebel
Director Elections
Board For FOR
17 funds
Split
5 FOR, 2 AGAINST
CATALENT INC. May 29, 2024 To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Catalent's named executive officers that is based on or otherwise relates to the Merger; and
Say-on-Pay
Board For FOR
16 funds
Split
11 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.