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 |
|---|---|---|---|---|---|---|
| CHURCHILL DOWNS INC. | April 23, 2024 | Election of Class I Directors: Karole F. Lloyd Director Elections |
Board | For | FOR 7 funds |
Split 2 FOR, 4 WITHHOLD |
| CHURCHILL DOWNS INC. | April 23, 2024 | Election of Class I Directors: Paul C. Varga Director Elections |
Board | For | FOR 7 funds |
Split 2 FOR, 4 WITHHOLD |
| CHUY'S HOLDINGS INC. | July 27, 2023 | Election of Directors: Jody Bilney Director Elections |
Board | For | FOR 19 funds |
Split 5 FOR, 2 WITHHOLD |
| CIENA CORP. | March 21, 2024 | Election of four Class III Directors and one Class II Director: Hassan M. Ahmed, Ph.D. Director Elections |
Board | For | FOR 14 funds |
Split 2 FOR, 5 AGAINST |
| CIENA CORP. | March 21, 2024 | Election of four Class III Directors and one Class II Director: Patrick T. Gallagher Director Elections |
Board | For | FOR 14 funds |
Split 2 FOR, 5 AGAINST |
| CIGNA GROUP | April 24, 2024 | Advisory approval of The Cigna Group's executive compensation. Say-on-Pay |
Board | For | AGAINST 17 funds |
Split 21 FOR, 1 AGAINST |
| CIGNA GROUP | April 24, 2024 | Election of Directors: David M. Cordani Director Elections |
Board | For | FOR 16 funds |
Split 22 FOR, 1 AGAINST |
| CIGNA GROUP | April 24, 2024 | Election of Directors: Kimberly A. Ross Director Elections |
Board | For | FOR 16 funds |
Split 22 FOR, 1 AGAINST |
| CIGNA GROUP | April 24, 2024 | Ratification of the appointment of PricewaterhouseCoopers LLP as The Cigna Group's independent registered public accounting firm for 2024. Audit-related |
Board | For | FOR 16 funds |
Split 21 FOR, 1 AGAINST |
| CIMPRESS PLC | December 14, 2023 | Approve, on a non-binding, advisory basis, the compensation of Cimpress named executive officers, as described in the company's proxy statement. Say-on-Pay |
Board | For | AGAINST 14 funds |
Split 5 FOR, 2 AGAINST |
| CIMPRESS PLC | December 14, 2023 | Reappoint Sophie A. Gasperment to Cimpress' Board of Directors to serve for a term of three years. Director Elections |
Board | For | AGAINST 13 funds |
Split 5 FOR, 2 AGAINST |
| CINEMARK HOLDINGS INC. | May 15, 2024 | Election of Class II directors, each for a term that expires in 2027: Carlos Sepulveda Director Elections |
Board | For | FOR 14 funds |
Split 4 FOR, 2 WITHHOLD |
| CINEMARK HOLDINGS INC. | May 15, 2024 | Election of Class II directors, each for a term that expires in 2027: Darcy Antonellis Director Elections |
Board | For | FOR 14 funds |
Split 4 FOR, 2 WITHHOLD |
| CINEMARK HOLDINGS INC. | May 15, 2024 | Election of Class II directors, each for a term that expires in 2027: Mark Zoradi Director Elections |
Board | For | FOR 14 funds |
Split 4 FOR, 2 WITHHOLD |
| CINTAS CORP. | October 24, 2023 | Election of Directors: Joseph Scaminace Director Elections |
Board | For | FOR 13 funds |
Split 21 FOR, 1 AGAINST |
| CINTAS CORP. | October 24, 2023 | Election of Directors: Scott D. Farmer Director Elections |
Board | For | FOR 13 funds |
Split 21 FOR, 1 AGAINST |
| CINTAS CORP. | October 24, 2023 | To ratify Ernst & Young LLP as our independent registered public accounting firm for fiscal 2024. Audit-related |
Board | For | FOR 13 funds |
Split 21 FOR, 1 AGAINST |
| CIRCOR INTERNATIONAL INC. | August 24, 2023 | To consider and vote on the proposal to adopt the Agreement and Plan of Merger, dated June 5, 2023 (as amended on June 26, 2023 by Amendment No. 1 to Agreement and Plan of Merger, as further amended on June 29, 2023 by Amendment No. 2 to Agreement and Plan of Merger, and as may be further amended, modified or supplemented from time to time, the "Merger Agreement"), by and among CIRCOR International, Inc. ("CIRCOR"), Cube BidCo, Inc. ("Parent"), and Cube Merger Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub"). Upon the terms and subject to the conditions of the Merger Agreement, Merger Sub will merge with and into CIRCOR, with CIRCOR continuing as the surviving corporation and a wholly owned subsidiary of Parent; Extraordinary Transactions |
Board | For | FOR 18 funds |
Split 7 FOR, 2 ABSTAIN |
| CIRRUS LOGIC INC. | July 28, 2023 | Election of Directors: Duy-Loan T. Le Director Elections |
Board | For | WITHHOLD 15 funds |
Split 2 FOR, 5 WITHHOLD |
| CISCO SYSTEMS INC. | December 6, 2023 | Approval, on an advisory basis, of executive compensation. Say-on-Pay |
Board | For | AGAINST 14 funds |
Split 10 FOR, 9 AGAINST |
| CISCO SYSTEMS INC. | December 6, 2023 | Election of Directors: Charles H. Robbins Director Elections |
Board | For | FOR 13 funds |
Split 19 FOR, 1 AGAINST |
| CISCO SYSTEMS INC. | December 6, 2023 | Ratification of PricewaterhouseCoopers LLP as Cisco's independent registered public accounting firm for fiscal 2024. Audit-related |
Board | For | FOR 13 funds |
Split 19 FOR, 1 AGAINST |
| CITIGROUP INC. | April 30, 2024 | Approval of additional shares for, and a term extension and restatement of, the Citigroup 2019 Stock Incentive Plan. Compensation |
Board | For | AGAINST 16 funds |
Split 17 FOR, 1 AGAINST |
| CITIZENS & NORTHERN CORP. | April 25, 2024 | ELECTION OF CLASS I DIRECTORS: Bobbi J. Kilmer Director Elections |
Board | For | WITHHOLD 16 funds |
Split 4 FOR, 2 WITHHOLD |
| CITIZENS & NORTHERN CORP. | April 25, 2024 | ELECTION OF CLASS I DIRECTORS: Robert G. Loughery Director Elections |
Board | For | WITHHOLD 16 funds |
Split 4 FOR, 2 WITHHOLD |
| CITIZENS FINANCIAL GROUP INC. | April 25, 2024 | Advisory Vote on Executive Compensation. Say-on-Pay |
Board | For | AGAINST 17 funds |
Split 10 FOR, 10 AGAINST |
| CITIZENS FINANCIAL SERVICES INC. | April 16, 2024 | Election of Class 1 Directors: R. Joseph Landy Director Elections |
Board | For | WITHHOLD 7 funds |
Split 5 FOR, 2 WITHHOLD |
| CK ASSET HOLDINGS LTD. | May 23, 2024 | Elect Donald Jeffrey Roberts as Director Director Elections |
Board | For | FOR 7 funds |
Split 4 FOR, 3 AGAINST |
| CK ASSET HOLDINGS LTD. | May 23, 2024 | Elect Hung Siu-lin, Katherine as Director Director Elections |
Board | For | FOR 7 funds |
Split 4 FOR, 3 AGAINST |
| CK ASSET HOLDINGS LTD. | May 23, 2024 | Elect Lee Wai Mun, Rose as Director Director Elections |
Board | For | FOR 7 funds |
Split 4 FOR, 3 AGAINST |
| CK HUTCHISON HOLDINGS LTD. | May 23, 2024 | Elect Andrew John Hunter as Director Director Elections |
Board | For | AGAINST 7 funds |
Split 3 FOR, 3 AGAINST |
| CK HUTCHISON HOLDINGS LTD. | May 23, 2024 | Elect Chow Woo Mo Fong, Susan as Director Director Elections |
Board | For | AGAINST 7 funds |
Split 3 FOR, 3 AGAINST |
| CK HUTCHISON HOLDINGS LTD. | May 23, 2024 | Elect George Colin Magnus as Director Director Elections |
Board | For | AGAINST 7 funds |
Split 3 FOR, 3 AGAINST |
| CK HUTCHISON HOLDINGS LTD. | May 23, 2024 | Elect Ip Tak Chuen, Edmond as Director Director Elections |
Board | For | AGAINST 7 funds |
Split 3 FOR, 3 AGAINST |
| CK HUTCHISON HOLDINGS LTD. | May 23, 2024 | Elect Lai Kai Ming, Dominic as Director Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 3 AGAINST |
| CK HUTCHISON HOLDINGS LTD. | May 23, 2024 | Elect Li Tzar Kuoi, Victor as Director Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 3 AGAINST |
| CK HUTCHISON HOLDINGS LTD. | May 23, 2024 | Elect Tsim Sin Ling, Ruth as Director Director Elections |
Board | For | AGAINST 7 funds |
Split 3 FOR, 3 AGAINST |
| CK INFRASTRUCTURE HOLDINGS LTD. | May 22, 2024 | Elect Lan Hong Tsung, David as Director Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 3 AGAINST |
| CKD CORP. | June 21, 2024 | Elect Director Hayashi, Koichi Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| CKD CORP. | June 21, 2024 | Elect Director Okuoka, Katsuhito Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| CLARIVATE PLC | May 7, 2024 | Election of Directors: Richard W. Roedel Director Elections |
Board | For | AGAINST 19 funds |
Split 1 FOR, 3 AGAINST |
| CLEAN ENERGY FUELS CORP. | May 16, 2024 | To approve, on an advisory, non-binding basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 20 funds |
Split 4 FOR, 3 AGAINST |
| CLEANSPARK INC. | March 11, 2024 | Election of Directors: Amanda Cavaleri Director Elections |
Board | For | FOR 20 funds |
Split 5 FOR, 2 WITHHOLD |
| CLEANSPARK INC. | March 11, 2024 | Election of Directors: Roger P. Beynon Director Elections |
Board | For | FOR 20 funds |
Split 5 FOR, 2 WITHHOLD |
| CLEANSPARK INC. | March 11, 2024 | Election of Directors: Thomas L. Wood Director Elections |
Board | For | WITHHOLD 20 funds |
Split 5 FOR, 2 WITHHOLD |
| CLEANUP CORP. | June 26, 2024 | Elect Director Inoue, Kyoichi Director Elections |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| CLEAR CHANNEL OUTDOOR HOLDINGS INC. | May 16, 2024 | Approval of the adoption of the 2012 Third Amended and Restated Equity Incentive Plan to increase the number of shares authorized for issuance under the 2012 Second Amended and Restated Equity Incentive Plan by 36,700,000 shares and eliminate the liberal share recycling provisions with respect to stock options and stock appreciation rights Compensation |
Board | For | FOR 1 fund |
Split 7 FOR, 2 AGAINST |
| CLEARWAY ENERGY INC. | April 25, 2024 | Election of Directors: Vincent Stoquart Director Elections |
Board | For | WITHHOLD 12 funds |
Split 1 FOR, 2 WITHHOLD |
| CLIPPER REALTY INC. | June 18, 2024 | Election of Directors: Richard N. Burger Director Elections |
Board | For | WITHHOLD 4 funds |
Split 6 FOR, 2 WITHHOLD |
| CLIPPER REALTY INC. | June 18, 2024 | Election of Directors: Roberto A. Verrone Director Elections |
Board | For | FOR 4 funds |
Split 6 FOR, 2 WITHHOLD |
| CLIPPER REALTY INC. | June 18, 2024 | Election of Directors: Sam Levinson Director Elections |
Board | For | FOR 4 funds |
Split 6 FOR, 2 WITHHOLD |
| CLIPPER REALTY INC. | June 18, 2024 | The approval of an amendment of the Company's 2015 Non-Employee Director Plan to increase the number of shares of the Company's common stock issuable under the plan. Compensation |
Board | For | AGAINST 4 funds |
Split 2 FOR, 6 AGAINST |
| CLIPPER REALTY INC. | June 18, 2024 | The approval of an amendment of the Company's 2015 Omnibus Incentive Compensation Plan to increase the number of shares of the Company's common stock issuable under the plan. Compensation |
Board | For | AGAINST 4 funds |
Split 6 FOR, 2 AGAINST |
| CLOUDFLARE INC. | June 4, 2024 | Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 11 funds |
Split 2 FOR, 4 AGAINST |
| CLOUDFLARE INC. | June 4, 2024 | Election of Class II directors: Katrin Suder Director Elections |
Board | For | WITHHOLD 10 funds |
Split 3 FOR, 3 WITHHOLD |
| CLOUDFLARE INC. | June 4, 2024 | Election of Class II directors: Maria Eitel Director Elections |
Board | For | WITHHOLD 10 funds |
Split 3 FOR, 3 WITHHOLD |
| CME GROUP INC. | May 9, 2024 | Advisory vote on the compensation of our named executive officers. Say-on-Pay |
Board | Not determined | FOR 15 funds |
Split 18 FOR, 1 AGAINST |
| 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 |
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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.