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 |
|---|---|---|---|---|---|---|
| AVID TECHNOLOGY INC. | November 2, 2023 | To adopt the Agreement and Plan of Merger, dated as of August 9, 2023 (as may be amended from time to time, the "merger agreement"), by and among Avid Technology, Inc., a Delaware corporation ("Avid"), Artisan Bidco, Inc., a Delaware corporation ("Parent"), and Artisan Merger Sub, Inc., a Delaware corporation and wholly-owned subsidiary of Parent ("Merger Sub"). Extraordinary Transactions |
Board | For | FOR 12 funds |
Split 5 FOR, 3 ABSTAIN |
| AVIDXCHANGE HOLDINGS INC. | June 20, 2024 | Election of Class III Directors: Teresa Mackintosh Director Elections |
Board | For | WITHHOLD 14 funds |
Split 4 FOR, 3 WITHHOLD |
| AVOLTA AG | May 15, 2024 | Reappoint Enrico Laghi as Member of the Compensation Committee Director Elections |
Board | For | FOR 2 funds |
Split 3 FOR, 3 AGAINST |
| AVOLTA AG | May 15, 2024 | Reappoint Eugenia Ulasewicz as Member of the Compensation Committee Director Elections |
Board | For | FOR 2 funds |
Split 3 FOR, 3 AGAINST |
| AVOLTA AG | May 15, 2024 | Reappoint Joaquin Cabrera as Member of the Compensation Committee Director Elections |
Board | For | FOR 2 funds |
Split 3 FOR, 3 AGAINST |
| AVOLTA AG | May 15, 2024 | Reappoint Luis Camino as Member of the Compensation Committee Director Elections |
Board | For | FOR 2 funds |
Split 3 FOR, 3 AGAINST |
| AWA BANK LTD. | June 27, 2024 | Elect Director Nagaoka, Susumu Director Elections |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| AWA BANK LTD. | June 27, 2024 | Elect Director and Audit Committee Member Noda, Seiko Director Elections |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| AWA BANK LTD. | June 27, 2024 | Elect Director and Audit Committee Member Takegawa, Kuniyuki Director Elections |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| AXA SA | April 23, 2024 | Reelect Marie-France Tschudin as Director Director Elections |
Board | For | FOR 2 funds |
Split 4 FOR, 4 AGAINST |
| AXIAL RETAILING INC. | June 20, 2024 | Elect Director Hara, Kazuhiko Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| AXIS CAPITAL HOLDINGS LTD. | May 16, 2024 | Election of Directors: Barbara Yastine Director Elections |
Board | For | FOR 21 funds |
Split 1 FOR, 3 AGAINST |
| AXIS CAPITAL HOLDINGS LTD. | May 16, 2024 | Election of Directors: Elanor Hardwick Director Elections |
Board | For | FOR 21 funds |
Split 1 FOR, 3 AGAINST |
| AXOGEN INC. | August 15, 2023 | Election of Directors: John H. Johnson Director Elections |
Board | For | FOR 11 funds |
Split 2 FOR, 4 WITHHOLD |
| AXOGEN INC. | August 15, 2023 | To approve the Axogen, Inc. Third Amended and Restated 2019 Long-Term Incentive Plan. Compensation |
Board | For | AGAINST 11 funds |
Split 4 FOR, 2 AGAINST |
| AXOGEN INC. | June 5, 2024 | To approve the Axogen, Inc. Third Amended and Restated 2019 Long-Term Incentive Plan. Compensation |
Board | For | AGAINST 11 funds |
Split 3 FOR, 1 AGAINST |
| AXON ENTERPRISE INC. | May 10, 2024 | Proposal No. 2 requests that shareholders vote to approve the Axon Enterprise, Inc. Amended and Restated 2022 Stock Incentive Plan. Compensation |
Board | For | AGAINST 9 funds |
Split 9 FOR, 8 AGAINST |
| AXON ENTERPRISE INC. | May 10, 2024 | Proposal No. 3 requests that shareholders vote to approve the Axon Enterprise, Inc. 2024 eXponential Stock Plan. Compensation |
Board | For | AGAINST 9 funds |
Split 9 FOR, 8 AGAINST |
| AXON ENTERPRISE INC. | May 10, 2024 | Proposal No. 4 requests that shareholders vote to approve the 2024 CEO Performance Award. Compensation |
Board | For | AGAINST 9 funds |
Split 10 FOR, 7 AGAINST |
| AXON ENTERPRISE INC. | May 10, 2024 | Proposal No. 5 requests that shareholders vote to approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 10 funds |
Split 10 FOR, 7 AGAINST |
| AXONICS INC. | March 22, 2024 | To adopt the Agreement and Plan of Merger, dated January 8, 2024 (such agreement, as it may be amended, modified or supplemented from time to time, the "Merger Agreement"), by and among Axonics, Inc., a Delaware corporation ("Axonics"), Boston Scientific Corporation, a Delaware corporation ("Boston Scientific"), and Sadie Merger Sub, Inc., a Delaware corporation ("Merger Sub"). Upon the terms and subject to the conditions of the Merger Agreement, Boston Scientific will acquire Axonics via a merger of Merger Sub with and into Axonics, with the separate corporate existence of Merger Sub thereupon ceasing and Axonics continuing as the surviving company and a wholly owned subsidiary of Boston Scientific. Extraordinary Transactions |
Board | For | FOR 13 funds |
Split 4 FOR, 2 ABSTAIN |
| AXONICS INC. | March 22, 2024 | To approve on an advisory (non-binding) basis, the compensation that may be paid or become payable to Axonics' 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 | FOR 14 funds |
Split 4 FOR, 3 AGAINST |
| AXOS FINANCIAL INC. | November 9, 2023 | Election of Directors: Edward J. Ratinoff Director Elections |
Board | For | WITHHOLD 18 funds |
Split 4 FOR, 3 WITHHOLD |
| AXOS FINANCIAL INC. | November 9, 2023 | Election of Directors: Nicholas A. Mosich Director Elections |
Board | For | WITHHOLD 18 funds |
Split 4 FOR, 3 WITHHOLD |
| AXOS FINANCIAL INC. | November 9, 2023 | Election of Directors: Tamara N. Bohlig Director Elections |
Board | For | WITHHOLD 18 funds |
Split 4 FOR, 3 WITHHOLD |
| AXOS FINANCIAL INC. | November 9, 2023 | To approve in a non-binding and advisory vote, the compensation of the Company's Named Executive Officers as disclosed in this Proxy Statement. Say-on-Pay |
Board | For | AGAINST 19 funds |
Split 4 FOR, 3 AGAINST |
| AZ-COM MARUWA HOLDINGS INC. | June 26, 2024 | Elect Director Wasami, Masaru Director Elections |
Board | For | AGAINST 2 funds |
Split 1 FOR, 1 AGAINST |
| B&M EUROPEAN VALUE RETAIL SA | July 25, 2023 | Approve Allocation of Income Capital Structure |
Board | For | FOR 11 funds |
Split 1 FOR, 1 ABSTAIN |
| B&M EUROPEAN VALUE RETAIL SA | July 25, 2023 | Approve Discharge of Auditors Audit-related |
Board | For | FOR 11 funds |
Split 1 FOR, 1 ABSTAIN |
| B&M EUROPEAN VALUE RETAIL SA | July 25, 2023 | Approve Dividends Capital Structure |
Board | For | FOR 11 funds |
Split 1 FOR, 1 ABSTAIN |
| B&M EUROPEAN VALUE RETAIL SA | July 25, 2023 | Approve Remuneration Report Compensation |
Board | For | FOR 11 funds |
Split 1 FOR, 1 ABSTAIN |
| B&M EUROPEAN VALUE RETAIL SA | July 25, 2023 | Approve Renewal of the Authorisation Granted to the Board of Directors to Issue New Shares and Amend Articles of Association Capital Structure |
Board | For | FOR 11 funds |
Split 1 FOR, 1 ABSTAIN |
| B&M EUROPEAN VALUE RETAIL SA | July 25, 2023 | Authorise Board to Fix Remuneration of Auditors Audit-related |
Board | For | FOR 11 funds |
Split 1 FOR, 1 ABSTAIN |
| B&M EUROPEAN VALUE RETAIL SA | July 25, 2023 | Authorise Issue of Equity without Pre-emptive Rights Capital Structure |
Board | For | FOR 11 funds |
Split 1 FOR, 1 ABSTAIN |
| B&M EUROPEAN VALUE RETAIL SA | July 25, 2023 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment Capital Structure |
Board | For | FOR 11 funds |
Split 1 FOR, 1 ABSTAIN |
| B&M EUROPEAN VALUE RETAIL SA | July 25, 2023 | Authorise Market Purchase of Ordinary Shares Capital Structure |
Board | For | FOR 11 funds |
Split 1 FOR, 1 ABSTAIN |
| B&M EUROPEAN VALUE RETAIL SA | July 25, 2023 | Re-elect Alejandro Russo as Director Director Elections |
Board | For | FOR 11 funds |
Split 1 FOR, 1 ABSTAIN |
| B&M EUROPEAN VALUE RETAIL SA | July 25, 2023 | Re-elect Michael Schmidt as Director Director Elections |
Board | For | FOR 11 funds |
Split 1 FOR, 1 ABSTAIN |
| B&M EUROPEAN VALUE RETAIL SA | July 25, 2023 | Re-elect Oliver Tant as Director Director Elections |
Board | For | FOR 11 funds |
Split 1 FOR, 1 ABSTAIN |
| B&M EUROPEAN VALUE RETAIL SA | July 25, 2023 | Re-elect Paula MacKenzie as Director Director Elections |
Board | For | FOR 11 funds |
Split 1 FOR, 1 ABSTAIN |
| B&M EUROPEAN VALUE RETAIL SA | July 25, 2023 | Re-elect Peter Bamford as Director Director Elections |
Board | For | FOR 11 funds |
Split 1 FOR, 1 ABSTAIN |
| B&M EUROPEAN VALUE RETAIL SA | July 25, 2023 | Re-elect Ron McMillan as Director Director Elections |
Board | For | FOR 11 funds |
Split 1 FOR, 1 ABSTAIN |
| B&M EUROPEAN VALUE RETAIL SA | July 25, 2023 | Re-elect Tiffany Hall as Director Director Elections |
Board | For | FOR 11 funds |
Split 1 FOR, 1 ABSTAIN |
| B&M EUROPEAN VALUE RETAIL SA | July 25, 2023 | Reappoint KPMG Audit Sarl as Auditors Audit-related |
Board | For | FOR 11 funds |
Split 1 FOR, 1 ABSTAIN |
| B. RILEY FINANCIAL INC. | June 21, 2024 | The election as directors of the nominees listed below: Michael J. Sheldon Director Elections |
Board | For | FOR 6 funds |
Split 4 FOR, 2 AGAINST |
| B. RILEY FINANCIAL INC. | June 21, 2024 | The election as directors of the nominees listed below: Mimi K. Walters Director Elections |
Board | For | FOR 6 funds |
Split 4 FOR, 2 AGAINST |
| B. RILEY FINANCIAL INC. | June 21, 2024 | The election as directors of the nominees listed below: Randall E. Paulson Director Elections |
Board | For | FOR 6 funds |
Split 4 FOR, 2 AGAINST |
| B. RILEY FINANCIAL INC. | June 21, 2024 | The election as directors of the nominees listed below: Renee E. LaBran Director Elections |
Board | For | FOR 6 funds |
Split 4 FOR, 2 AGAINST |
| B. RILEY FINANCIAL INC. | June 21, 2024 | The election as directors of the nominees listed below: Robert D'Agostino Director Elections |
Board | For | FOR 6 funds |
Split 4 FOR, 2 AGAINST |
| B. RILEY FINANCIAL INC. | June 21, 2024 | The election as directors of the nominees listed below: Robert L. Antin Director Elections |
Board | For | FOR 6 funds |
Split 4 FOR, 2 AGAINST |
| B. RILEY FINANCIAL INC. | June 21, 2024 | The election as directors of the nominees listed below: Tammy Brandt Director Elections |
Board | For | FOR 6 funds |
Split 4 FOR, 2 AGAINST |
| BAJAJ AUTO LTD. | July 25, 2023 | Approve Reappointment and Remuneration of Rakesh Sharma as Whole-Time Director Compensation |
Board | For | AGAINST 3 funds |
Split 1 FOR, 2 AGAINST |
| BAJAJ AUTO LTD. | July 25, 2023 | Reelect Madhur Baja as Director Director Elections |
Board | For | AGAINST 3 funds |
Split 1 FOR, 2 AGAINST |
| BAJAJ AUTO LTD. | July 25, 2023 | Reelect Niraj Baja as Director Director Elections |
Board | For | AGAINST 3 funds |
Split 2 FOR, 1 AGAINST |
| BAJAJ FINANCE LTD. | July 26, 2023 | Reelect Rajiv Bajaj as Director Director Elections |
Board | For | AGAINST 2 funds |
Split 1 FOR, 1 AGAINST |
| BAJAJ FINANCE LTD. | March 19, 2024 | Reelect Anami N Roy as Director Director Elections |
Board | For | AGAINST 2 funds |
Split 1 FOR, 1 AGAINST |
| BAKER HUGHES CO. | May 13, 2024 | The election of directors: Cynthia B. Carroll Director Elections |
Board | For | FOR 17 funds |
Split 12 FOR, 7 AGAINST |
| BALCHEM CORP. | June 20, 2024 | Election of Directors: Joyce Lee Director Elections |
Board | For | FOR 13 funds |
Split 3 FOR, 4 AGAINST |
| BALL CORP. | April 24, 2024 | Election of Directors: John A. Bryant Director Elections |
Board | For | FOR 17 funds |
Split 17 FOR, 2 AGAINST |
| BALLY'S CORP. | May 16, 2024 | Approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
Split 5 FOR, 2 AGAINST |
| BALLY'S CORP. | May 16, 2024 | To elect the following nominees to hold office for a term of three years: Jaymin B. Patel Director Elections |
Board | For | WITHHOLD 7 funds |
Split 5 FOR, 2 WITHHOLD |
| BALLY'S CORP. | May 16, 2024 | To elect the following nominees to hold office for a term of three years: Wanda Young Wilson Director Elections |
Board | For | WITHHOLD 7 funds |
Split 5 FOR, 2 WITHHOLD |
| BANCO BTG PACTUAL SA | April 30, 2024 | Elect John Huw Gwili Jenkins as Director Director Elections |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| BANCO BTG PACTUAL SA | April 30, 2024 | Elect Roberto Balls Sallouti as Director Director Elections |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| BANCO DO BRASIL SA | August 4, 2023 | Elect Dario Carnevalli Durigan as Director (Appointed by Uniao) Director Elections |
Board | For | AGAINST 1 fund |
Split 1 FOR, 1 AGAINST |
| BANCO DO BRASIL SA | August 4, 2023 | Elect Paulo Roberto Simao Bijos as Director (Appointed by Uniao) Director Elections |
Board | For | AGAINST 1 fund |
Split 1 FOR, 1 AGAINST |
| BANCO SANTANDER SA | March 21, 2024 | Approve Remuneration Policy Compensation |
Board | For | AGAINST 5 funds |
Split 4 FOR, 4 AGAINST |
| BANDAI NAMCO HOLDINGS INC. | June 24, 2024 | Elect Director Kawaguchi, Masaru Director Elections |
Board | For | FOR 3 funds |
Split 4 FOR, 4 AGAINST |
| BANDWIDTH INC. | May 23, 2024 | To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the Proxy Statement; and Say-on-Pay |
Board | For | AGAINST 18 funds |
Split 6 FOR, 2 AGAINST |
| BANK HAPOALIM BM | November 8, 2023 | Elect Michal (Cohen) Kremer as External Director Director Elections |
Board | For | FOR 1 fund |
Split 4 FOR, 3 ABSTAIN |
| BANK HAPOALIM BM | November 8, 2023 | Elect Michal Halperin as External Director Director Elections |
Board | For | ABSTAIN 1 fund |
Split 3 FOR, 4 ABSTAIN |
| BANK LEUMI LE-ISRAEL B.M | July 17, 2023 | ELECT ESTHER DEUTSCH AS DIRECTOR Director Elections |
Board | For | FOR 1 fund |
Split 3 FOR, 3 ABSTAIN |
| BANK LEUMI LE-ISRAEL LTD. | July 17, 2023 | Elect Avi Bzura as Director Director Elections |
Board | For | AGAINST 1 fund |
Split 3 FOR, 3 AGAINST |
| BANK OF AMERICA CORP. | April 24, 2024 | Amending and restating the Bank of America Corporation Equity Plan Compensation |
Board | For | AGAINST 16 funds |
Split 18 FOR, 1 AGAINST |
| BANK OF AMERICA CORP. | April 24, 2024 | Election of Directors: Clayton S. Rose Director Elections |
Board | For | FOR 16 funds |
Split 18 FOR, 1 AGAINST |
| BANK OF QUEENSLAND LTD. | December 5, 2023 | Approve Grant of Executive Performance Rights to Patrick Allaway Compensation |
Board | For | FOR 7 funds |
Split 1 FOR, 1 AGAINST |
| BANK OF QUEENSLAND LTD. | December 5, 2023 | Approve Remuneration Report Compensation |
Board | For | AGAINST 7 funds |
Split 1 FOR, 1 AGAINST |
| BANK OF QUEENSLAND LTD. | December 5, 2023 | Elect Bruce Carter as Director Director Elections |
Board | For | AGAINST 7 funds |
Split 1 FOR, 1 AGAINST |
| BANK7 CORP. | May 15, 2024 | Election of Directors: Edward "Ed" P. Gray Director Elections |
Board | For | FOR 14 funds |
Split 2 FOR, 6 AGAINST |
| BANK7 CORP. | May 15, 2024 | Election of Directors: Gary D. Whitcomb Director Elections |
Board | For | FOR 14 funds |
Split 2 FOR, 6 AGAINST |
| BANK7 CORP. | May 15, 2024 | Election of Directors: Teresa "Tracy" L. Dick Director Elections |
Board | For | FOR 14 funds |
Split 2 FOR, 6 AGAINST |
| BANKWELL FINANCIAL GROUP INC. | May 29, 2024 | Election of Directors: Carl M. Porto Director Elections |
Board | For | FOR 18 funds |
Split 2 FOR, 5 WITHHOLD |
| BANNER CORP. | May 22, 2024 | Election of Directors: Roberto R. Herencia Director Elections |
Board | For | FOR 20 funds |
Split 3 FOR, 3 AGAINST |
| BARRATT DEVELOPMENTS PLC | October 18, 2023 | Elect Jasi Halai as Director Director Elections |
Board | For | FOR 12 funds |
Split 4 FOR, 4 AGAINST |
| BARRETT BUSINESS SERVICES INC. | June 3, 2024 | Amendment of the Company's Amended and Restated Charter to increase the authorized shares of Common Stock. Capital Structure |
Board | For | FOR 16 funds |
Split 5 FOR, 2 AGAINST |
| BAYCURRENT CONSULTING INC. | May 28, 2024 | Elect Director Abe, Yoshiyuki Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 4 AGAINST |
| BAYER AG | April 26, 2024 | Approve Remuneration Report Compensation |
Board | For | FOR 3 funds |
Split 5 FOR, 3 AGAINST |
| BAYERISCHE MOTOREN WERKE AG | May 15, 2024 | Elect Stefan Quandt to the Supervisory Board Director Elections |
Board | For | AGAINST 3 funds |
Split 4 FOR, 5 AGAINST |
| BB SEGURIDADE PARTICIPACOES SA | April 30, 2024 | Approve Remuneration of Company's Management Compensation |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| BB SEGURIDADE PARTICIPACOES SA | April 30, 2024 | Elect Gilberto Lourenco da Aparecida as Independent Director (Appointed by Banco do Brasil) Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| BB SEGURIDADE PARTICIPACOES SA | April 30, 2024 | Elect Guilherme Santos Mello as Director (Appointed by Uniao) Director Elections |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| BB SEGURIDADE PARTICIPACOES SA | April 30, 2024 | Elect Marcos Rogerio de Souza as Director (Appointed by Uniao) Director Elections |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| BE SEMICONDUCTOR INDUSTRIES NV | April 25, 2024 | Approve Remuneration Report Compensation |
Board | For | AGAINST 4 funds |
Split 2 FOR, 4 AGAINST |
| BEACH ENERGY LTD. | November 14, 2023 | Approve Issuance of Retention Rights to Brett Woods as a One-Off Retention Incentive Grant Compensation |
Board | For | FOR 7 funds |
Split 1 FOR, 1 AGAINST |
| BEACH ENERGY LTD. | November 14, 2023 | Elect Ryan Stokes as Director Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 1 AGAINST |
| BEACON ROOFING SUPPLY INC. | May 15, 2024 | To approve the Company's 2024 Stock Plan. Compensation |
Board | For | FOR 20 funds |
Split 8 FOR, 1 AGAINST |
| BEACON ROOFING SUPPLY INC. | May 15, 2024 | To approve the compensation for our named executive officers as presented in the Compensation Discussion and Analysis, the compensation tables, and the related disclosures contained in the accompanying Proxy Statement on a non-binding, advisory basis. Say-on-Pay |
Board | For | FOR 21 funds |
Split 8 FOR, 1 AGAINST |
| BEAM THERAPEUTICS INC. | June 5, 2024 | Election of the following nominee as a Class I Director for a three-year term ending at our Annual Meeting of Stockholders to be held in 2027: Graham Cooper Director Elections |
Board | For | AGAINST 11 funds |
Split 5 FOR, 3 AGAINST |
| BECTON DICKINSON & CO. | January 23, 2024 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 17 funds |
Split 22 FOR, 1 AGAINST |
| BECTON, DICKINSON AND CO. | January 23, 2024 | Election of Directors: Jeffrey W. Henderson Director Elections |
Board | For | FOR 16 funds |
Split 20 FOR, 3 AGAINST |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.