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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

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.

CompanyMeetingProposalOn the ballot from Board recommendedDimensionalEquitable
AMC NETWORKS INC. June 12, 2024 Vote on Proposal to Approve the Company's Amended and Restated 2011 Stock Plan for Non-Employee Directors
Compensation
Board For AGAINST
18 funds
Split
4 FOR, 3 AGAINST
AMDOCS LTD. February 2, 2024 To approve an amendment to the Amdocs Limited 1998 Stock Option and Incentive Plan increasing the number of shares authorized for issuance under the plan and the sublimit on "full value" awards under the plan, in each case, by 3,000,000 shares
Compensation
Board For FOR
17 funds
Split
5 FOR, 1 AGAINST
AMEDISYS INC. September 8, 2023 To adopt the Agreement and Plan of Merger (as it may be amended from time to time, the "Merger Agreement"), dated as of June 26, 2023, by and among UnitedHealth Group Incorporated ("Parent"), Amedisys, Inc. ("Amedisys") and Aurora Holdings Merger Sub Inc., a wholly owned subsidiary of Parent ("Merger Sub"), pursuant to which Merger Sub will merge with and into Amedisys, with Amedisys continuing as the surviving corporation and as a wholly owned subsidiary of Parent (the "Merger").
Extraordinary Transactions
Board For FOR
18 funds
Split
3 FOR, 4 ABSTAIN
AMERANT BANCORP INC. May 8, 2024 To elect directors to serve until the 2025 annual meeting of shareholders: Erin D. Knight
Director Elections
Board For FOR
19 funds
Split
4 FOR, 2 AGAINST
AMERANT BANCORP INC. May 8, 2024 To elect directors to serve until the 2025 annual meeting of shareholders: Miguel A. Capriles L.
Director Elections
Board For FOR
19 funds
Split
4 FOR, 2 AGAINST
AMERANT BANCORP INC. May 8, 2024 To elect directors to serve until the 2025 annual meeting of shareholders: Pamella J. Dana
Director Elections
Board For FOR
19 funds
Split
4 FOR, 2 AGAINST
AMERANT BANCORP INC. May 8, 2024 To elect directors to serve until the 2025 annual meeting of shareholders: Samantha Holroyd
Director Elections
Board For FOR
19 funds
Split
4 FOR, 2 AGAINST
AMEREN CORP. May 9, 2024 COMPANY PROPOSAL - ELECTION OF DIRECTORS-NOMINEES FOR DIRECTOR: RAFAEL FLORES
Director Elections
Board Not determined FOR
8 funds
Split
18 FOR, 1 AGAINST
AMERICAN AIRLINES GROUP INC. June 5, 2024 Advisory vote to approve executive compensation (Say-on-Pay)
Say-on-Pay
Board For AGAINST
10 funds
Split
7 FOR, 13 AGAINST
AMERICAN ASSETS TRUST INC. June 3, 2024 Election of Directors: Dr. Robert S. Sullivan
Director Elections
Board For WITHHOLD
4 funds
Split
3 FOR, 4 WITHHOLD
AMERICAN ASSETS TRUST INC. June 3, 2024 Election of Directors: Joy L. Schaefer
Director Elections
Board For WITHHOLD
4 funds
Split
3 FOR, 4 WITHHOLD
AMERICAN ASSETS TRUST INC. June 3, 2024 Election of Directors: Nina A. Tran
Director Elections
Board For WITHHOLD
4 funds
Split
3 FOR, 4 WITHHOLD
AMERICAN ASSETS TRUST INC. June 3, 2024 Election of Directors: Thomas S. Olinger
Director Elections
Board For FOR
4 funds
Split
3 FOR, 4 WITHHOLD
AMERICAN AXLE & MANUFACTURING HOLDINGS INC. May 2, 2024 Election of Directors: Peter D. Lyons
Director Elections
Board For FOR
18 funds
Split
3 FOR, 2 AGAINST
AMERICAN AXLE & MANUFACTURING HOLDINGS INC. May 2, 2024 Election of Directors: Samuel Valenti III
Director Elections
Board For FOR
18 funds
Split
3 FOR, 2 AGAINST
AMERICAN AXLE & MANUFACTURING HOLDINGS INC. May 2, 2024 Election of Directors: William L. Kozyra
Director Elections
Board For FOR
18 funds
Split
3 FOR, 2 AGAINST
AMERICAN COASTAL INSURANCE CORP. May 14, 2024 Election of Directors To be elected for terms expiring in 2025: Alec L. Poitevint, II Class B Nominee
Director Elections
Board For FOR
6 funds
Split
5 FOR, 2 AGAINST
AMERICAN COASTAL INSURANCE CORP. May 14, 2024 Election of Directors To be elected for terms expiring in 2025: Patrick F. Maroney Class B Nominee
Director Elections
Board For FOR
6 funds
Split
5 FOR, 2 AGAINST
AMERICAN COASTAL INSURANCE CORP. May 14, 2024 Election of Directors To be elected for terms expiring in 2025: Sherrill W. Hudson Class B Nominee
Director Elections
Board For FOR
6 funds
Split
5 FOR, 2 AGAINST
AMERICAN COASTAL INSURANCE CORP. May 14, 2024 Election of Directors To be elected for terms expiring in 2025: William H. Hood, III Class B Nominee
Director Elections
Board For FOR
6 funds
Split
5 FOR, 2 AGAINST
AMERICAN EAGLE OUTFITTERS INC. June 27, 2024 Proposal One. Election of Directors: David M. Sable
Director Elections
Board For FOR
21 funds
Split
4 FOR, 3 AGAINST
AMERICAN EAGLE OUTFITTERS INC. June 27, 2024 Proposal One. Election of Directors: Janice E. Page
Director Elections
Board For FOR
21 funds
Split
4 FOR, 3 AGAINST
AMERICAN EAGLE OUTFITTERS INC. June 27, 2024 Proposal One. Election of Directors: Noel J. Spiegel
Director Elections
Board For FOR
21 funds
Split
4 FOR, 3 AGAINST
AMERICAN ELECTRIC POWER COMPANY INC. April 23, 2024 Election of Directors: Sandra Beach Lin
Director Elections
Board For FOR
8 funds
Split
17 FOR, 1 AGAINST
AMERICAN EQUITY INVESTMENT LIFE HOLDING CO. November 10, 2023 The Merger Proposal - To approve the Agreement and Plan of Merger (the "Merger Agreement"), dated as of July 4, 2023, by and among AEL, Brookfield Reinsurance Ltd. ("Parent"), Arches Merger Sub Inc. ("Merger Sub"), and, solely for the purposes set forth in the Merger Agreement, Brookfield Asset Management Ltd., and the transactions contemplated by the Merger Agreement, including the merger of Merger Sub with and into AEL, with AEL surviving the merger as an indirect wholly owned subsidiary of Parent (the "Merger").
Extraordinary Transactions
Board For FOR
19 funds
Split
4 FOR, 3 ABSTAIN
AMERICAN FINANCIAL GROUP INC. May 23, 2024 Election of Directors: William W. Verity
Director Elections
Board For FOR
16 funds
Split
3 FOR, 4 WITHHOLD
AMERICAN INTERNATIONAL GROUP INC. May 15, 2024 Advisory Vote to Approve Named Executive Officer Compensation.
Say-on-Pay
Board For AGAINST
18 funds
Split
8 FOR, 9 AGAINST
AMERICAN INTERNATIONAL GROUP INC. May 15, 2024 Election of Directors: DIANA M. MURPHY
Director Elections
Board For FOR
17 funds
Split
17 FOR, 1 AGAINST
AMERICAN INTERNATIONAL GROUP INC. May 15, 2024 Election of Directors: LINDA A. MILLS
Director Elections
Board For FOR
17 funds
Split
10 FOR, 7 AGAINST
AMERICAN INTERNATIONAL GROUP INC. May 15, 2024 Ratify Appointment of PricewaterhouseCoopers LLP to Serve as Independent Auditor for 2024.
Audit-related
Board For FOR
17 funds
Split
17 FOR, 1 AGAINST
AMERICAN NATIONAL BANKSHARES INC. November 14, 2023 Proposal to approve the Agreement and Plan of Merger, dated as of July 24, 2023, as it may be amended from time to time, by and between Atlantic Union Bankshares Corporation ("Atlantic Union") and American National Bankshares Inc. ("American National"), under which American National will merge with and into Atlantic Union, with Atlantic Union continuing as the surviving corporation (the "merger").
Extraordinary Transactions
Board For FOR
17 funds
Split
4 FOR, 2 ABSTAIN
AMERICAN NATIONAL BANKSHARES INC. November 14, 2023 Proposal to approve, on an advisory (non-binding) basis, specified compensation that may be paid or become payable to the named executive officers of American National that is based on or otherwise relates to the merger.
Say-on-Pay
Board For AGAINST
18 funds
Split
4 FOR, 2 AGAINST
AMERICAN SOFTWARE INC. August 22, 2023 Election of Directors: Thomas L. Newberry, V
Director Elections
Board For FOR
12 funds
Split
6 FOR, 2 AGAINST
AMERICAN SOFTWARE INC. August 22, 2023 Election of Directors: W. Dennis Hogue
Director Elections
Board For AGAINST
12 funds
Split
6 FOR, 2 AGAINST
AMERICAN STATES WATER CO. May 21, 2024 Election of Class I Directors: Mr. Steven D. Davis
Director Elections
Board For FOR
13 funds
Split
3 FOR, 2 WITHHOLD
AMERICAN STATES WATER CO. May 21, 2024 Election of Class I Directors: Ms. Anne M. Holloway
Director Elections
Board For FOR
13 funds
Split
3 FOR, 2 WITHHOLD
AMERICAN TOWER CORP. May 22, 2024 To ratify the selection of Deloitte & Touche LLP as the Company's independent registered public accounting firm for 2024.
Audit-related
Board For FOR
5 funds
Split
20 FOR, 1 AGAINST
AMERIPRISE FINANCIAL INC. April 24, 2024 Election of Directors: Amy DiGeso
Director Elections
Board For FOR
16 funds
Split
20 FOR, 1 AGAINST
AMERIPRISE FINANCIAL INC. April 24, 2024 Election of Directors: James M. Cracchiolo
Director Elections
Board For FOR
16 funds
Split
20 FOR, 1 AGAINST
AMERIPRISE FINANCIAL INC. April 24, 2024 To approve the compensation of the named executive officers by a nonbinding advisory vote.
Say-on-Pay
Board For FOR
17 funds
Split
20 FOR, 1 AGAINST
AMERISAFE INC. June 7, 2024 Election of Directors: Philip A. Garcia
Director Elections
Board For FOR
15 funds
Split
4 FOR, 2 WITHHOLD
AMERISAFE INC. June 7, 2024 Election of Directors: Randall E. Roach
Director Elections
Board For FOR
15 funds
Split
4 FOR, 2 WITHHOLD
AMES NATIONAL CORP. April 24, 2024 Election of Directors, who will serve a three-year term: Lisa M. Eslinger
Director Elections
Board For FOR
16 funds
Split
5 FOR, 2 WITHHOLD
AMETEK INC. May 7, 2024 Election of Directors for a term of three years: Suzanne L. Stefany
Director Elections
Board For FOR
17 funds
Split
10 FOR, 11 AGAINST
AMGEN INC. May 31, 2024 Advisory vote to approve our executive compensation.
Say-on-Pay
Board For FOR
15 funds
Split
23 FOR, 1 AGAINST
AMGEN INC. May 31, 2024 To ratify the selection of Ernst & Young LLP as our independent registered public accountants for the fiscal year ending December 31, 2024.
Audit-related
Board For FOR
14 funds
Split
23 FOR, 1 AGAINST
AMKOR TECHNOLOGY INC. May 14, 2024 Election of Directors: Winston J. Churchill
Director Elections
Board For FOR
17 funds
Split
4 FOR, 5 WITHHOLD
AMNEAL PHARMACEUTICALS INC. May 2, 2024 Election of Directors: Paul Meister
Director Elections
Board For AGAINST
16 funds
Split
3 FOR, 3 AGAINST
AMPHASTAR PHARMACEUTICALS INC. June 3, 2024 To approve the amendment and restatement of our 2015 Equity Incentive Plan.
Compensation
Board For AGAINST
9 funds
Split
3 FOR, 3 AGAINST
AMPHENOL CORP. May 16, 2024 Advisory Vote to Approve Compensation of Named Executive Officers
Say-on-Pay
Board For FOR
15 funds
Split
24 FOR, 1 AGAINST
AMPHENOL CORP. May 16, 2024 Election of Nine Directors: Anne Clarke Wolff
Director Elections
Board For AGAINST
14 funds
Split
23 FOR, 2 AGAINST
AMPHENOL CORP. May 16, 2024 Ratification and Approval of 2024 Restricted Stock Plan for Directors of Amphenol Corporation
Compensation
Board For FOR
14 funds
Split
24 FOR, 1 AGAINST
AMPHENOL CORP. May 16, 2024 Ratification of the selection of Deloitte & Touche LLP as Independent Public Accountants
Audit-related
Board For FOR
14 funds
Split
24 FOR, 1 AGAINST
AMPLIFON SPA April 24, 2024 Approve Second Section of the Remuneration Report
Compensation
Board For AGAINST
3 funds
Split
4 FOR, 3 AGAINST
AMPLITUDE INC. June 11, 2024 The election of four Class III directors to hold office until the 2027 Annual Meeting of Stockholders, and until each such director's respective successor is elected and qualified: Ron Gill
Director Elections
Board For WITHHOLD
6 funds
Split
3 FOR, 2 WITHHOLD
ANA HOLDINGS INC. June 27, 2024 Elect Director Shibata, Koji
Director Elections
Board For FOR
2 funds
Split
4 FOR, 4 AGAINST
ANALOG DEVICES March 13, 2024 Advisory vote to approve the compensation of our named executive officers.
Say-on-Pay
Board For AGAINST
18 funds
Split
20 FOR, 2 AGAINST
ANAPTYSBIO INC. June 12, 2024 To approve the amendment and restatement of our 2017 Equity Incentive Plan.
Compensation
Board For AGAINST
7 funds
Split
6 FOR, 4 AGAINST
ANAPTYSBIO INC. June 12, 2024 To conduct a non-binding advisory vote on the compensation of our named executive officers as disclosed in the accompanying materials.
Say-on-Pay
Board For AGAINST
8 funds
Split
6 FOR, 4 AGAINST
ANHEUSER-BUSCH INBEV SA/NV April 24, 2024 Reelect Alejandro Santo Domingo as Restricted Share Director
Director Elections
Board For AGAINST
1 fund
Split
4 FOR, 4 AGAINST
ANHEUSER-BUSCH INBEV SA/NV April 24, 2024 Reelect Gregoire de Spoelberch as Director
Director Elections
Board For AGAINST
1 fund
Split
4 FOR, 4 AGAINST
ANHEUSER-BUSCH INBEV SA/NV April 24, 2024 Reelect Martin J. Barrington as Restricted Share Director
Director Elections
Board For AGAINST
1 fund
Split
4 FOR, 3 AGAINST
ANHEUSER-BUSCH INBEV SA/NV April 24, 2024 Reelect Michele Burns as Independent Director
Director Elections
Board For AGAINST
1 fund
Split
4 FOR, 3 AGAINST
ANHEUSER-BUSCH INBEV SA/NV April 24, 2024 Reelect Paul Cornet de Ways Ruart as Director
Director Elections
Board For AGAINST
1 fund
Split
4 FOR, 4 AGAINST
ANHEUSER-BUSCH INBEV SA/NV April 24, 2024 Reelect Paulo Lemann as Director
Director Elections
Board For AGAINST
1 fund
Split
4 FOR, 4 AGAINST
ANHEUSER-BUSCH INBEV SA/NV April 24, 2024 Reelect Salvatore Mancuso as Restricted Share Director
Director Elections
Board For AGAINST
1 fund
Split
4 FOR, 4 AGAINST
ANNALY CAPITAL MANAGEMENT INC. May 15, 2024 Advisory approval of the Company's executive compensation.
Say-on-Pay
Board For AGAINST
1 fund
Split
2 FOR, 4 AGAINST
ANRITSU CORP. June 25, 2024 Elect Director Hamada, Hirokazu
Director Elections
Board For FOR
2 funds
Split
1 FOR, 1 AGAINST
ANSELL LTD. October 24, 2023 Approve Grant of Performance Share Rights to Neil Salmon
Compensation
Board For FOR
7 funds
Split
1 FOR, 1 AGAINST
ANSYS INC. June 7, 2024 Advisory Approval of the Compensation of Our Named Executive Officers
Say-on-Pay
Board For FOR
8 funds
Split
23 FOR, 1 AGAINST
ANTERIX INC. August 8, 2023 To approve the Anterix Inc. 2023 Stock Plan.
Compensation
Board For FOR
10 funds
Split
8 FOR, 1 AGAINST
ANTERIX INC. August 8, 2023 To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
11 funds
Split
8 FOR, 1 AGAINST
ANTERO MIDSTREAM CORP. June 5, 2024 Class II Nominees: Brooks J. Klimley
Director Elections
Board For WITHHOLD
15 funds
Split
3 FOR, 5 WITHHOLD
ANTERO RESOURCES CORP. June 5, 2024 Class II Nominees: Jacqueline C. Mutschler
Director Elections
Board For WITHHOLD
17 funds
Split
2 FOR, 4 WITHHOLD
ANTERO RESOURCES CORP. June 5, 2024 To approve, on an advisory basis, the compensation of Antero Resources Corporation's named executive officers.
Say-on-Pay
Board For AGAINST
18 funds
Split
1 FOR, 7 AGAINST
ANTOFAGASTA PLC May 8, 2024 Re-elect Andronico Luksic as Director
Director Elections
Board For FOR
9 funds
Split
3 FOR, 5 AGAINST
ANYWHERE REAL ESTATE INC. May 2, 2024 Advisory Approval of the Compensation of Our Named Executive Officers.
Say-on-Pay
Board For AGAINST
19 funds
Split
5 FOR, 2 AGAINST
AON PLC June 21, 2024 Ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2024.
Audit-related
Board For FOR
12 funds
Split
17 FOR, 1 AGAINST
AON PLC June 21, 2024 Re-appoint Ernst & Young Chartered Accountants as the Company's statutory auditor under Irish Law.
Audit-related
Board For FOR
12 funds
Split
17 FOR, 1 AGAINST
AOZORA BANK LTD. June 25, 2024 Elect Director Omi, Hideto
Director Elections
Board For FOR
4 funds
Split
1 FOR, 1 AGAINST
APA CORP. March 27, 2024 to consider and vote on a proposal (the "Stock Issuance Proposal") to approve the issuance of shares of APA's common stock, par value $0.625 per share (the "APA Common Stock"), pursuant to the Agreement and Plan of Merger, dated as of January 3, 2024, by and among APA, Astro Comet Merger Sub Corp., a Delaware corporation and a wholly owned, direct subsidiary of APA ("Merger Sub"), and Callon Petroleum Company ("Callon"), as it may be amended from time to time (the "Merger Agreement"), a copy of which is attached as Annex A to the joint proxy statement/prospectus ; and
Extraordinary Transactions
Board For FOR
13 funds
Split
10 FOR, 10 ABSTAIN
APA CORP. May 23, 2024 Advisory Vote to Approve Compensation of APA's Named Executive Officers
Say-on-Pay
Board For AGAINST
14 funds
Split
8 FOR, 12 AGAINST
APA GROUP October 26, 2023 Approve Grant of Performance Rights to Adam Watson
Compensation
Board For FOR
4 funds
Split
4 FOR, 4 AGAINST
APA GROUP October 26, 2023 Approve Remuneration Report
Compensation
Board For FOR
4 funds
Split
4 FOR, 4 AGAINST
APARTMENT INCOME REIT CORP. June 25, 2024 Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to our principal executive officer, principal financial officer, and the three other most highly compensated executive officers calculated in accordance with the Securities and Exchange Commission's rules and regulations, that is based on or otherwise relates to the merger.
Say-on-Pay
Board For AGAINST
4 funds
Split
3 FOR, 5 AGAINST
APOGEE ENTERPRISES INC. June 20, 2024 ELECTION OF DIRECTORS: Christina M. Alvord
Director Elections
Board For FOR
21 funds
Split
4 FOR, 2 AGAINST
APOGEE ENTERPRISES INC. June 20, 2024 ELECTION OF DIRECTORS: Herbert K. Parker
Director Elections
Board For FOR
21 funds
Split
4 FOR, 2 AGAINST
APOLLO GLOBAL MANAGEMENT INC. October 6, 2023 ADVISORY VOTE TO APPROVE THE COMPENSATION OF THE COMPANY'S NAMED EXECUTIVE OFFICERS.
Say-on-Pay
Board For AGAINST
12 funds
Split
2 FOR, 3 AGAINST
APOLLO GLOBAL MANAGEMENT INC. October 6, 2023 ELECTION OF DIRECTORS: David Simon
Director Elections
Board For FOR
11 funds
Split
2 FOR, 3 AGAINST
APOLLO GLOBAL MANAGEMENT INC. October 6, 2023 ELECTION OF DIRECTORS: Marc Beilinson
Director Elections
Board For FOR
11 funds
Split
2 FOR, 3 AGAINST
APOLLO GLOBAL MANAGEMENT INC. June 24, 2024 ELECTION OF DIRECTORS: David Simon
Director Elections
Board For FOR
13 funds
Split
2 FOR, 2 AGAINST
APOLLO GLOBAL MANAGEMENT INC. June 24, 2024 ELECTION OF DIRECTORS: Lynn Swann
Director Elections
Board For AGAINST
13 funds
Split
2 FOR, 3 AGAINST
APOLLO GLOBAL MANAGEMENT INC. June 24, 2024 ELECTION OF DIRECTORS: Marc Beilinson
Director Elections
Board For AGAINST
13 funds
Split
2 FOR, 3 AGAINST
APOLLO GLOBAL MANAGEMENT INC. June 24, 2024 ELECTION OF DIRECTORS: Mitra Hormozi
Director Elections
Board For AGAINST
13 funds
Split
2 FOR, 3 AGAINST
APPFOLIO INC. June 14, 2024 Advisory approval of the compensation of our named executive officers.
Say-on-Pay
Board For WITHHOLD
12 funds
Split
4 FOR, 5 WITHHOLD
APPFOLIO INC. June 14, 2024 Election of Class III Directors: Timothy Bliss
Director Elections
Board For WITHHOLD
11 funds
Split
4 FOR, 5 WITHHOLD
APPFOLIO INC. June 14, 2024 Election of Class III Directors: Winifred Webb
Director Elections
Board For WITHHOLD
11 funds
Split
4 FOR, 5 WITHHOLD
APPLE INC. February 28, 2024 Advisory vote to approve executive compensation
Say-on-Pay
Board For FOR
15 funds
Split
24 FOR, 1 AGAINST
APPLIED INDUSTRIAL TECHNOLOGIES INC. October 24, 2023 Election of Directors: Robert J. Pagano, Jr.
Director Elections
Board For FOR
13 funds
Split
4 FOR, 4 WITHHOLD
APPLIED MATERIALS INC. March 7, 2024 Election of Directors: Alexander A. Karsner
Director Elections
Board For FOR
16 funds
Split
21 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 October 13, 2026 from SEC Form N-PX filings.