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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
CATERPILLAR INC. June 12, 2024 Advisory Vote to Approve Executive Compensation
Say-on-Pay
Board For FOR
17 funds
Split
22 FOR, 1 AGAINST
CATERPILLAR INC. June 12, 2024 Election of Directors: David W. MacLennan
Director Elections
Board For FOR
16 funds
Split
22 FOR, 1 AGAINST
CATERPILLAR INC. June 12, 2024 Ratification of our Independent Registered Public Accounting Firm
Audit-related
Board For FOR
16 funds
Split
22 FOR, 1 AGAINST
CATO CORP. May 23, 2024 ELECTION OF DIRECTORS: Bailey W. Patrick
Director Elections
Board For WITHHOLD
18 funds
Split
5 FOR, 2 WITHHOLD
CAVCO INDUSTRIES INC. August 1, 2023 Election of Directors: Susan L. Blount
Director Elections
Board For FOR
18 funds
Split
3 FOR, 2 AGAINST
CBIZ INC. May 9, 2024 Election of Directors: A. Haag Sherman
Director Elections
Board For FOR
18 funds
Split
3 FOR, 3 AGAINST
CBOE GLOBAL MARKETS INC. May 16, 2024 Approve, in a non-binding resolution, the compensation paid to our executive officers.
Say-on-Pay
Board For AGAINST
14 funds
Split
19 FOR, 1 AGAINST
CCC INTELLIGENT SOLUTIONS HOLDINGS INC. May 23, 2024 Election of Directors: Githesh Ramamurthy
Director Elections
Board For WITHHOLD
14 funds
Split
4 FOR, 1 WITHHOLD
CDW CORP. May 21, 2024 To approve, on an advisory basis, named executive officer compensation.
Say-on-Pay
Board For FOR
17 funds
Split
21 FOR, 1 AGAINST
CECO ENVIRONMENTAL CORP. May 20, 2024 Election of Directors: Richard F. Wallman
Director Elections
Board For FOR
20 funds
Split
4 FOR, 2 AGAINST
CELCUITY INC. May 9, 2024 Elect seven directors: David F. Dalvey
Director Elections
Board For FOR
5 funds
Split
2 FOR, 5 WITHHOLD
CELLNEX TELECOM S.A. April 25, 2024 REELECT ALEXANDRA REICH AS DIRECTOR
Director Elections
Board For FOR
2 funds
Split
9 FOR, 1 AGAINST
CENCORA INC. March 12, 2024 Advisory vote to approve the compensation of the Company's names executive officers.
Say-on-Pay
Board For FOR
15 funds
Split
21 FOR, 1 AGAINST
CENCORA INC. March 12, 2024 Ratification of Ernst & Young LLP as the Company's independent registered public accounting firm for fiscal year 2024
Audit-related
Board For FOR
14 funds
Split
21 FOR, 1 AGAINST
CENTRAL GARDEN & PET CO. February 13, 2024 Election of Directors: Brendan P. Dougher
Director Elections
Board For WITHHOLD
20 funds
Split
3 FOR, 2 WITHHOLD
CENTRAL GARDEN & PET CO. February 13, 2024 Election of Directors: Brooks M. Pennington III
Director Elections
Board For WITHHOLD
20 funds
Split
2 FOR, 3 WITHHOLD
CENTRAL GARDEN & PET CO. February 13, 2024 Election of Directors: Courtnee Chun
Director Elections
Board For WITHHOLD
20 funds
Split
3 FOR, 2 WITHHOLD
CENTRAL GARDEN & PET CO. February 13, 2024 Election of Directors: Lisa Coleman
Director Elections
Board For WITHHOLD
20 funds
Split
3 FOR, 2 WITHHOLD
CENTRAL GLASS CO. LTD. June 27, 2024 Elect Director Maeda, Kazuhiko
Director Elections
Board For FOR
3 funds
Split
1 FOR, 1 AGAINST
CENTRAL JAPAN RAILWAY CO. June 21, 2024 Elect Director Niwa, Shunsuke
Director Elections
Board For FOR
2 funds
Split
4 FOR, 4 AGAINST
CENTRAL RETAIL CORP. PUBLIC CO. LTD. April 25, 2024 Elect Prin Chirathivat as Director
Director Elections
Board For FOR
2 funds
Split
1 FOR, 1 AGAINST
CENTRAL RETAIL CORP. PUBLIC CO. LTD. April 25, 2024 Elect Sukulaya Uahwatanasakul as Director and Amendment of the Authorized Directors to Sign Bind the Company
Director Elections
Board For FOR
2 funds
Split
1 FOR, 1 AGAINST
CENTRAL RETAIL CORP. PUBLIC CO. LTD. April 25, 2024 Elect Yuwadee Chirathivat as Director
Director Elections
Board For FOR
2 funds
Split
1 FOR, 1 AGAINST
CENTRAL VALLEY COMMUNITY BANCORP February 8, 2024 Approval of Merger Agreement. To approve the principal terms of the Agreement and Plan of Reorganization and Merger, dated as of October 10, 2023, by and among Central Valley Community Bancorp and Community West Bancshares (the "merger agreement") and the transactions contemplated by the merger agreement, including the merger of Community West Bancshares with and into Central Valley Community Bancorp (the "merger"), with Central Valley Community Bancorp surviving the merger, and the issuance of Central Valley Community Bancorp common stock to the Community West Bancshares shareholders in connection with the merger (the "Central Valley share issuance"), as described in the joint proxy statement/prospectus.
Extraordinary Transactions
Board For FOR
17 funds
Split
5 FOR, 2 ABSTAIN
CENTURY ALUMINUM CO. June 3, 2024 Election of Directors: Errol Glasser
Director Elections
Board For FOR
15 funds
Split
3 FOR, 2 WITHHOLD
CENTURY ALUMINUM CO. June 3, 2024 Proposal to approve, on an advisory basis, the compensation of the named executive officers.
Say-on-Pay
Board For AGAINST
16 funds
Split
3 FOR, 2 AGAINST
CENTURY THERAPEUTICS INC. June 20, 2024 Election of Class III directors for a three year term expiring in 2027: Joseph Jimenez
Director Elections
Board For WITHHOLD
4 funds
Split
5 FOR, 2 WITHHOLD
CEREVEL THERAPEUTICS HOLDINGS INC. February 16, 2024 To approve, on a non-binding, advisory basis, certain compensation that will or may be paid or become payable to Cerevel's named executive officers that is based on or otherwise relates to the Merger; and
Say-on-Pay
Board For AGAINST
1 fund
Split
1 FOR, 8 AGAINST
CEVA INC. May 21, 2024 Advisory vote to approve named executive officer compensation;
Say-on-Pay
Board For AGAINST
16 funds
Split
5 FOR, 2 AGAINST
CGI INC. January 31, 2024 Elect Director George A. Cope
Director Elections
Board For FOR
12 funds
Split
1 FOR, 1 WITHHOLD
CGI INC. January 31, 2024 Elect Director Mary G. Powell
Director Elections
Board For FOR
12 funds
Split
1 FOR, 1 WITHHOLD
CGI INC. January 31, 2024 Elect Director Michael B. Pedersen
Director Elections
Board For FOR
12 funds
Split
1 FOR, 1 WITHHOLD
CHALLENGER LTD. October 26, 2023 Approve Grant of Hurdled Performance Share Rights to Nicolas Hamilton
Compensation
Board For FOR
11 funds
Split
1 FOR, 1 AGAINST
CHANGE HOLDINGS INC. June 26, 2024 Elect Director Fukudome, Hiroshi
Director Elections
Board For FOR
2 funds
Split
1 FOR, 1 AGAINST
CHARLES RIVER LABORATORIES INTERNATIONAL INC. May 8, 2024 Election of Directors: Martin W. Mackay
Director Elections
Board For FOR
16 funds
Split
14 FOR, 3 AGAINST
CHARLES SCHWAB CORP. May 23, 2024 Election of Five Directors for Three-Year Terms: Joan T. Dea
Director Elections
Board For FOR
15 funds
Split
11 FOR, 10 AGAINST
CHART INDUSTRIES INC. May 21, 2024 To approve and adopt the Chart Industries, Inc. 2024 Omnibus Equity Plan; and
Compensation
Board For AGAINST
3 funds
Split
6 FOR, 5 AGAINST
CHARTER COMMUNICATIONS INC. April 23, 2024 Approval of the amendment increasing the number of shares in the Company's 2019 Stock Incentive Plan.
Compensation
Board For AGAINST
19 funds
Split
21 FOR, 2 AGAINST
CHARTER COMMUNICATIONS INC. April 23, 2024 Election of Directors: Balan Nair
Director Elections
Board For FOR
19 funds
Split
9 FOR, 13 AGAINST
CHARTER COMMUNICATIONS INC. April 23, 2024 Election of Directors: Eric L. Zinterhofer
Director Elections
Board For AGAINST
19 funds
Split
21 FOR, 3 AGAINST
CHARTER COMMUNICATIONS INC. April 23, 2024 Election of Directors: Gregory B. Maffei
Director Elections
Board For AGAINST
19 funds
Split
3 FOR, 20 AGAINST
CHARTER COMMUNICATIONS INC. April 23, 2024 Election of Directors: John D. Markley, Jr.
Director Elections
Board For FOR
19 funds
Split
22 FOR, 1 AGAINST
CHARTER COMMUNICATIONS INC. April 23, 2024 Election of Directors: Mauricio Ramos
Director Elections
Board For AGAINST
19 funds
Split
21 FOR, 3 AGAINST
CHARTER COMMUNICATIONS INC. April 23, 2024 Election of Directors: Steven A. Miron
Director Elections
Board For AGAINST
19 funds
Split
21 FOR, 3 AGAINST
CHARTER COMMUNICATIONS INC. April 23, 2024 Election of Directors: W. Lance Conn
Director Elections
Board For AGAINST
19 funds
Split
12 FOR, 10 AGAINST
CHARTER COMMUNICATIONS INC. April 23, 2024 The ratification of the appointment of KPMG LLP as the Company's independent registered public accounting firm for the year ended December 31, 2024.
Audit-related
Board For FOR
19 funds
Split
23 FOR, 1 AGAINST
CHASE CORP. October 6, 2023 A proposal to approve and adopt the Agreement and Plan of Merger, dated as of July 21, 2023, by and among Chase Corporation, a Massachusetts corporation ("Chase"), Formulations Parent Corporation, a Delaware corporation ("Parent"), and Formulations Merger Sub Corporation, a Delaware corporation and a direct, wholly owned subsidiary of Parent ("Merger Sub"), as may be amended from time to time (the "Merger Agreement"), pursuant to which Merger Sub will be merged will be merged with and into Chase, with Chase surviving the merger as a wholly owned subsidiary of Parent (the "Merger").
Extraordinary Transactions
Board For FOR
18 funds
Split
6 FOR, 2 ABSTAIN
CHASE CORP. October 6, 2023 A proposal to approve, on a non-binding, advisory basis, certain compensation that will or may be paid by Chase to its named executive officers that is based on or otherwise relates to the Merger.
Say-on-Pay
Board For FOR
19 funds
Split
6 FOR, 2 AGAINST
CHEGG INC. June 5, 2024 Election of three Class II directors: Marne Levine
Director Elections
Board For FOR
20 funds
Split
4 FOR, 3 AGAINST
CHEGG INC. June 5, 2024 Election of three Class II directors: Paul LeBlanc
Director Elections
Board For AGAINST
20 funds
Split
4 FOR, 3 AGAINST
CHEGG INC. June 5, 2024 Election of three Class II directors: Richard Sarnoff
Director Elections
Board For FOR
20 funds
Split
4 FOR, 3 AGAINST
CHEMUNG FINANCIAL CORP. June 4, 2024 Election of Directors: David J. Dalrymple
Director Elections
Board For FOR
18 funds
Split
5 FOR, 2 WITHHOLD
CHEMUNG FINANCIAL CORP. June 4, 2024 Election of Directors: Denise V. Gonick
Director Elections
Board For FOR
18 funds
Split
5 FOR, 2 WITHHOLD
CHEMUNG FINANCIAL CORP. June 4, 2024 Election of Directors: Raimundo C. Archibold Jr.
Director Elections
Board For FOR
18 funds
Split
5 FOR, 2 WITHHOLD
CHENIERE ENERGY INC. May 23, 2024 Election of Directors: G. Andrea Botta
Director Elections
Board For Split
13 FOR, 2 AGAINST
FOR
10 funds
CHESAPEAKE ENERGY CORP. June 6, 2024 Election of Directors: Matthew M. Gallagher
Director Elections
Board For FOR
16 funds
Split
4 FOR, 5 AGAINST
CHESAPEAKE ENERGY CORP. June 18, 2024 To consider and vote on a proposal to approve, by non-binding, advisory vote, certain compensation arrangements for Chesapeake's named executive officers in connection with the Merger contemplated by the Merger Agreement (the "Advisory Chesapeake Compensation Proposal"); and
Say-on-Pay
Board For AGAINST
18 funds
Split
3 FOR, 6 AGAINST
CHESAPEAKE UTILITIES CORP. May 8, 2024 Election of Directors: Dennis S. Hudson, III
Director Elections
Board For FOR
13 funds
Split
4 FOR, 2 WITHHOLD
CHESAPEAKE UTILITIES CORP. May 8, 2024 Election of Directors: Lisa G. Bisaccia
Director Elections
Board For FOR
13 funds
Split
4 FOR, 2 WITHHOLD
CHESAPEAKE UTILITIES CORP. May 8, 2024 Election of Directors: Stephanie N. Gary
Director Elections
Board For FOR
13 funds
Split
4 FOR, 2 WITHHOLD
CHEVRON CORP. May 29, 2024 Advisory Vote to Approve Named Executive Officer Compensation
Say-on-Pay
Board For FOR
15 funds
Split
21 FOR, 1 AGAINST
CHEVRON CORP. May 29, 2024 Ratification of Appointment of PricewaterhouseCoopers LLP as the Independent Registered Public Accounting Firm
Audit-related
Board For FOR
14 funds
Split
21 FOR, 1 AGAINST
CHEVRON CORP. May 29, 2024 Your Board recommends you vote FOR the election of the following Board Nominees for Director 1a through 1l: Wanda M. Austin
Director Elections
Board For FOR
14 funds
Split
20 FOR, 1 AGAINST
CHIBA BANK LTD. June 26, 2024 Elect Director Yonemoto, Tsutomu
Director Elections
Board For AGAINST
4 funds
Split
4 FOR, 5 AGAINST
CHICO'S FAS INC. January 3, 2024 Proposal 1 - Proposal to adopt the Agreement and Plan of Merger, dated as of September 27, 2023, by and among Daphne Parent LLC ("Parent"), Daphne Merger Sub, Inc., a direct, wholly owned subsidiary of Parent ("Merger Sub"), and Chico's FAS, Inc., pursuant to which Merger Sub will merge with and into Chico's FAS, Inc. (the "Merger"), with Chico's FAS, Inc. surviving the Merger and becoming a wholly owned subsidiary of Parent, and to approve e the Merger;
Extraordinary Transactions
Board For FOR
20 funds
Split
5 FOR, 1 ABSTAIN
CHINA MEDICAL SYSTEM HOLDINGS LTD. May 9, 2024 Authorize Board to Fix Remuneration of Directors
Compensation
Board For FOR
8 funds
Split
1 FOR, 1 AGAINST
CHINA MENGNIU DAIRY COMPANY LTD. June 12, 2024 Elect Yih Dieter as Director and Authorize Board to Fix His Remuneration
Director Elections
Board For FOR
8 funds
Split
1 FOR, 1 AGAINST
CHINA RESOURCES BEER (HOLDINGS) COMPANY LTD. May 20, 2024 Approve Directors' Fees
Compensation
Board For FOR
6 funds
Split
1 FOR, 1 AGAINST
CHINA RESOURCES BEER (HOLDINGS) COMPANY LTD. May 20, 2024 Elect Houang Tai Ninh as Director
Director Elections
Board For FOR
6 funds
Split
1 FOR, 1 AGAINST
CHINA RESOURCES GAS GROUP LTD. May 24, 2024 Authorize Board to Fix Remuneration of Directors
Compensation
Board For FOR
7 funds
Split
3 FOR, 1 AGAINST
CHINA RESOURCES GAS GROUP LTD. May 24, 2024 Elect Liu Jian as Director
Director Elections
Board For FOR
7 funds
Split
3 FOR, 1 AGAINST
CHINA RESOURCES GAS GROUP LTD. May 24, 2024 Elect Wang Gaoqiang as Director
Director Elections
Board For FOR
7 funds
Split
3 FOR, 1 AGAINST
CHINA RESOURCES GAS GROUP LTD. May 24, 2024 Elect Yu Hon To, David as Director
Director Elections
Board For FOR
7 funds
Split
3 FOR, 1 AGAINST
CHINOOK THERAPEUTICS INC. August 2, 2023 To consider and vote upon the proposal to adopt the Agreement and Plan of Merger, dated as of June 11, 2023 (which, as it may be amended from time to time, we refer to as the "Merger Agreement"), by and among Chinook Therapeutics, Inc., a Delaware corporation (the "Company") Novartis AG, a company organized under the laws of Switzerland ("Novartis"), and Cherry Merger Sub Inc., a Delaware corporation and an indirect wholly owned subsidiary of Novartis ("Merger Sub"), pursuant to which Merger Sub will be merged with and into the Company (the "Merger"), with the Company to survive the Merger as an indirect wholly owned subsidiary of Novartis.
Extraordinary Transactions
Board For FOR
12 funds
Split
5 FOR, 3 ABSTAIN
CHINOOK THERAPEUTICS INC. August 2, 2023 To consider and vote upon the proposal to approve, on an advisory (non-binding) basis, certain compensation that may be paid or become payable to Chinook's named executive officers in connection with the Merger.
Say-on-Pay
Board For AGAINST
13 funds
Split
1 FOR, 8 AGAINST
CHIPOTLE MEXICAN GRILL June 6, 2024 An advisory vote to approve the compensation of our executive officers as disclosed in the proxy statement ("say-on-pay").
Say-on-Pay
Board For FOR
16 funds
Split
20 FOR, 1 AGAINST
CHIPOTLE MEXICAN GRILL INC. June 6, 2024 Election of Ten Directors: Robin Hickenlooper
Director Elections
Board For FOR
15 funds
Split
20 FOR, 1 AGAINST
CHIPOTLE MEXICAN GRILL INC. June 6, 2024 Ratification of the appointment Ernst & Young LLP as our independent registered public accounting firm for the year ending December 31, 2024.
Audit-related
Board For FOR
15 funds
Split
20 FOR, 1 AGAINST
CHIYODA CO. LTD. May 23, 2024 Appoint Statutory Auditor Yamanaka, Masao
Compensation
Board For FOR
2 funds
Split
1 FOR, 1 AGAINST
CHIYODA CO. LTD. May 23, 2024 Elect Director Horinochi, Shintaro
Director Elections
Board For FOR
2 funds
Split
1 FOR, 1 AGAINST
CHOFU SEISAKUSHO CO. LTD. March 28, 2024 Elect Director Kawakami, Yasuo
Director Elections
Board For AGAINST
2 funds
Split
1 FOR, 1 AGAINST
CHOFU SEISAKUSHO CO. LTD. March 28, 2024 Elect Director and Audit Committee Member Mukunashi, Keisuke
Director Elections
Board For AGAINST
2 funds
Split
1 FOR, 1 AGAINST
CHOFU SEISAKUSHO CO. LTD. March 28, 2024 Elect Director and Audit Committee Member Yamamoto, Hiroshi
Director Elections
Board For FOR
2 funds
Split
1 FOR, 1 AGAINST
CHOICEONE FINANCIAL SERVICES INC. May 29, 2024 Election of Directors: Roxanne M. Page
Director Elections
Board For FOR
6 funds
Split
5 FOR, 2 WITHHOLD
CHORD ENERGY CORP. May 1, 2024 To elect nine directors to serve until the 2025 Annual Meeting: Samantha F. Holroyd
Director Elections
Board For FOR
15 funds
Split
4 FOR, 4 AGAINST
CHORD ENERGY CORP. May 14, 2024 The Stock Issuance Proposal - to approve the issuance of shares of common stock of Chord Energy Corporation ("Chord") to Enerplus Corporation's ("Enerplus") shareholders in connection with the transaction whereby Chord will acquire all of the issued and outstanding Enerplus common shares pursuant to a plan of arrangement with Enerplus becoming a wholly-owned subsidiary of Chord (the "stock issuance proposal").
Extraordinary Transactions
Board For FOR
15 funds
Split
4 FOR, 4 ABSTAIN
CHUBB LIMITED May 16, 2024 Election of Evan G. Greenberg as Chairman of the Board of Directors
Corporate Governance
Board For AGAINST
16 funds
Split
18 FOR, 2 AGAINST
CHUBB LTD. May 16, 2024 Election of Auditors: Election of PricewaterhouseCoopers AG (Zurich) as our statutory auditor
Audit-related
Board For FOR
16 funds
Split
18 FOR, 1 AGAINST
CHUBB LTD. May 16, 2024 Election of the Board of Directors: David H. Sidwell
Director Elections
Board For FOR
16 funds
Split
18 FOR, 1 AGAINST
CHUBB LTD. May 16, 2024 Election of the Board of Directors: Evan G. Greenberg
Director Elections
Board For FOR
16 funds
Split
18 FOR, 1 AGAINST
CHUBB LTD. May 16, 2024 Election of the Compensation Committee of the Board of Directors: David H. Sidwell
Director Elections
Board For FOR
16 funds
Split
19 FOR, 1 AGAINST
CHUBB LTD. May 16, 2024 Ratification of appointment of PricewaterhouseCoopers LLP (United States) as independent registered public accounting firm for purposes of U.S. securities law reporting
Audit-related
Board For FOR
16 funds
Split
18 FOR, 1 AGAINST
CHUBU ELECTRIC POWER CO. INC. June 26, 2024 Elect Director Hayashi, Kingo
Director Elections
Board For AGAINST
2 funds
Split
4 FOR, 4 AGAINST
CHUBU ELECTRIC POWER CO. INC. June 26, 2024 Elect Director Katsuno, Satoru
Director Elections
Board For AGAINST
2 funds
Split
4 FOR, 4 AGAINST
CHUDENKO CORP. June 25, 2024 Elect Director Sakotani, Akira
Director Elections
Board For FOR
3 funds
Split
1 FOR, 1 AGAINST
CHUGIN FINANCIAL GROUP INC. June 26, 2024 Elect Director Kato, Sadanori
Director Elections
Board For FOR
3 funds
Split
1 FOR, 1 AGAINST
CHUGOKU ELECTRIC POWER CO. INC. June 26, 2024 Elect Director Nakagawa, Kengo
Director Elections
Board For FOR
2 funds
Split
1 FOR, 1 AGAINST
CHURCH & DWIGHT CO. INC. May 2, 2024 An advisory vote to approve compensation of our named executive officers;
Say-on-Pay
Board Not determined FOR
12 funds
Split
23 FOR, 1 AGAINST
CHURCH & DWIGHT CO. INC. May 2, 2024 Election of ten nominees to serve as directors for a term of one year: Matthew T. Farrell
Director Elections
Board Not determined FOR
11 funds
Split
23 FOR, 1 AGAINST
CHURCH & DWIGHT CO. INC. May 2, 2024 Ratification of the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for 2024;
Audit-related
Board Not determined FOR
11 funds
Split
24 FOR, 1 AGAINST

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← All 20 managers, 2023-2024

How items are matched and positions counted: see the comparison table and the methodology. Built November 1, 2026 from SEC Form N-PX filings.