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 |
|---|---|---|---|---|---|---|
| BECTON, DICKINSON AND CO. | January 23, 2024 | Election of Directors: Thomas E. Polen Director Elections |
Board | For | FOR 16 funds |
Split 22 FOR, 1 AGAINST |
| BECTON, DICKINSON AND CO. | January 23, 2024 | Election of Directors: Timothy M. Ring Director Elections |
Board | For | FOR 16 funds |
Split 20 FOR, 3 AGAINST |
| BECTON, DICKINSON AND CO. | January 23, 2024 | Ratification of the selection of the independent registered public accounting firm. Audit-related |
Board | For | FOR 16 funds |
Split 22 FOR, 1 AGAINST |
| BEIERSDORF AG | April 18, 2024 | Elect Frederic Pflanz to the Supervisory Board Director Elections |
Board | For | AGAINST 1 fund |
Split 7 FOR, 1 AGAINST |
| BEIERSDORF AG | April 18, 2024 | Elect Reinhard Poellath to the Supervisory Board Director Elections |
Board | For | AGAINST 1 fund |
Split 3 FOR, 4 AGAINST |
| BEIERSDORF AG | April 18, 2024 | Elect Wolfgang Herz to the Supervisory Board Director Elections |
Board | For | AGAINST 1 fund |
Split 7 FOR, 1 AGAINST |
| BELDEN INC. | May 23, 2024 | Election of Directors: David J. Aldrich Director Elections |
Board | For | FOR 19 funds |
Split 12 FOR, 1 AGAINST |
| BELLEVUE GOLD LTD. | November 23, 2023 | Elect Stephen Parsons as Director Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 1 AGAINST |
| BELLRING BRANDS INC. | January 31, 2024 | Election of Directors: Thomas P. Erickson Director Elections |
Board | For | WITHHOLD 18 funds |
Split 5 FOR, 4 WITHHOLD |
| BENTLEY SYSTEMS INC. | May 23, 2024 | Election of Directors: Barry J. Bentley Director Elections |
Board | For | WITHHOLD 10 funds |
Split 2 FOR, 7 WITHHOLD |
| BENTLEY SYSTEMS INC. | May 23, 2024 | Election of Directors: Janet B. Haugen Director Elections |
Board | For | WITHHOLD 10 funds |
Split 2 FOR, 7 WITHHOLD |
| BENTLEY SYSTEMS INC. | May 23, 2024 | Election of Directors: Keith A. Bentley Director Elections |
Board | For | WITHHOLD 10 funds |
Split 2 FOR, 7 WITHHOLD |
| BENTLEY SYSTEMS INC. | May 23, 2024 | Election of Directors: Raymond B. Bentley Director Elections |
Board | For | WITHHOLD 10 funds |
Split 2 FOR, 7 WITHHOLD |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Election of Directors: Charlotte Guyman Director Elections |
Board | For | WITHHOLD 13 funds |
Split 2 FOR, 17 WITHHOLD |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Election of Directors: Christopher C. Davis Director Elections |
Board | For | FOR 13 funds |
Split 10 FOR, 8 WITHHOLD |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Election of Directors: Howard G. Buffett Director Elections |
Board | For | FOR 13 funds |
Split 11 FOR, 7 WITHHOLD |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Election of Directors: Kenneth I. Chenault Director Elections |
Board | For | WITHHOLD 13 funds |
Split 7 FOR, 10 WITHHOLD |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Election of Directors: Meryl B. Witmer Director Elections |
Board | For | FOR 13 funds |
Split 11 FOR, 7 WITHHOLD |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Election of Directors: Ronald L. Olson Director Elections |
Board | For | FOR 13 funds |
Split 11 FOR, 7 WITHHOLD |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Election of Directors: Stephen B. Burke Director Elections |
Board | For | WITHHOLD 13 funds |
Split 7 FOR, 10 WITHHOLD |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Election of Directors: Susan A. Buffett Director Elections |
Board | For | FOR 13 funds |
Split 11 FOR, 7 WITHHOLD |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Election of Directors: Susan L. Decker Director Elections |
Board | For | FOR 13 funds |
Split 2 FOR, 17 WITHHOLD |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Election of Directors: Thomas S. Murphy, Jr. Director Elections |
Board | For | WITHHOLD 13 funds |
Split 7 FOR, 10 WITHHOLD |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Election of Directors: Wallace R. Weitz Director Elections |
Board | For | FOR 13 funds |
Split 11 FOR, 7 WITHHOLD |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Election of Directors: Warren E. Buffett Director Elections |
Board | For | FOR 13 funds |
Split 17 FOR, 2 WITHHOLD |
| BEYOND INC. | May 21, 2024 | The approval of the grant of a performance-based stock option to Marcus A. Lemonis, the Company's Executive Chairman. Compensation |
Board | For | AGAINST 17 funds |
Split 2 FOR, 3 AGAINST |
| BGC GROUP INC. | November 14, 2023 | Approval, on an advisory basis, of executive compensation. Say-on-Pay |
Board | For | AGAINST 14 funds |
Split 4 FOR, 3 AGAINST |
| BGC GROUP INC. | November 14, 2023 | Election of Directors: Arthur U. Mbanefo Director Elections |
Board | For | WITHHOLD 13 funds |
Split 4 FOR, 3 WITHHOLD |
| BGC GROUP INC. | November 14, 2023 | Election of Directors: David P. Richards Director Elections |
Board | For | WITHHOLD 13 funds |
Split 4 FOR, 3 WITHHOLD |
| BGC GROUP INC. | November 14, 2023 | Election of Directors: Howard W. Lutnick Director Elections |
Board | For | WITHHOLD 13 funds |
Split 4 FOR, 3 WITHHOLD |
| BGC GROUP INC. | November 14, 2023 | Election of Directors: Linda A. Bell Director Elections |
Board | For | WITHHOLD 13 funds |
Split 4 FOR, 3 WITHHOLD |
| BHARAT PETROLEUM CORPORATION LTD. | August 28, 2023 | Elect Rajkumar Dubey as Director Director Elections |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| BHARAT PETROLEUM CORPORATION LTD. | August 28, 2023 | Elect Sushma Agarwal as Director Director Elections |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| BHARAT PETROLEUM CORPORATION LTD. | August 28, 2023 | Reelect Sanjay Khanna as Director Director Elections |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| BIC CAMERA INC. | November 22, 2023 | Elect Director Akiho, Toru Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| BILL HOLDINGS INC. | December 7, 2023 | To elect the directors listed below: Peter Kight Director Elections |
Board | For | WITHHOLD 14 funds |
Split 2 FOR, 4 WITHHOLD |
| BILL HOLDINGS INC. | December 7, 2023 | To elect the directors listed below: Scott Wagner Director Elections |
Board | For | WITHHOLD 14 funds |
Split 2 FOR, 4 WITHHOLD |
| BILL HOLDINGS INC. | December 7, 2023 | To elect the directors listed below: Tina Reich Director Elections |
Board | For | WITHHOLD 14 funds |
Split 2 FOR, 4 WITHHOLD |
| BIM BIRLESIK MAGAZALAR AS | June 27, 2024 | Elect Directors and Approve Their Remuneration Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| BIO-RAD LABORATORIES INC. | April 23, 2024 | Nominees: Arnold A. Pinkston Director Elections |
Board | For | FOR 17 funds |
Split 9 FOR, 7 AGAINST |
| BIO-RAD LABORATORIES INC. | April 23, 2024 | Nominees: Melinda Litherland Director Elections |
Board | For | AGAINST 17 funds |
Split 9 FOR, 7 AGAINST |
| BIO-TECHNE CORP. | October 26, 2023 | Approve, on an advisory basis, the compensation of our executive officers. Say-on-Pay |
Board | For | AGAINST 11 funds |
Split 1 FOR, 21 AGAINST |
| BIO-TECHNE CORP. | October 26, 2023 | Election of Directors: John L. Higgins Director Elections |
Board | For | FOR 10 funds |
Split 14 FOR, 7 AGAINST |
| BIO-TECHNE CORP. | October 26, 2023 | Election of Directors: Joseph D. Keegan Director Elections |
Board | For | AGAINST 10 funds |
Split 12 FOR, 9 AGAINST |
| BIO-TECHNE CORP. | October 26, 2023 | Election of Directors: Julie L. Bushman Director Elections |
Board | For | AGAINST 10 funds |
Split 12 FOR, 9 AGAINST |
| BIO-TECHNE CORP. | October 26, 2023 | Election of Directors: Randolph Steer Director Elections |
Board | For | AGAINST 10 funds |
Split 5 FOR, 17 AGAINST |
| BIO-TECHNE CORP. | October 26, 2023 | Election of Directors: Robert V. Baumgartner Director Elections |
Board | For | FOR 10 funds |
Split 14 FOR, 7 AGAINST |
| BIO-TECHNE CORP. | October 26, 2023 | Election of Directors: Rupert Vessey Director Elections |
Board | For | AGAINST 10 funds |
Split 12 FOR, 9 AGAINST |
| BIOATLA INC. | June 13, 2024 | Elect the Class I director listed in the accompanying Proxy Statement, to serve a three-year term expiring at the 2027 annual meeting of stockholders or until such director's successor is duly elected and qualified or until such director's earlier death, resignation, disqualification or removal: Sylvia McBrinn Director Elections |
Board | For | WITHHOLD 9 funds |
Split 5 FOR, 2 WITHHOLD |
| BIOLIFE SOLUTIONS INC. | July 21, 2023 | Election of Directors: Joseph C. Schick Director Elections |
Board | For | WITHHOLD 11 funds |
Split 5 FOR, 2 WITHHOLD |
| BIOLIFE SOLUTIONS INC. | July 21, 2023 | Election of Directors: Joydeep Goswami Director Elections |
Board | For | FOR 11 funds |
Split 5 FOR, 2 WITHHOLD |
| BIOMERIEUX SA | May 23, 2024 | Elect Viviane Monges as Director Director Elections |
Board | For | FOR 2 funds |
Split 3 FOR, 3 AGAINST |
| BIOMERIEUX SA | May 23, 2024 | Reelect Harold Boel as Director Director Elections |
Board | For | AGAINST 2 funds |
Split 3 FOR, 3 AGAINST |
| BIPROGY INC. | June 26, 2024 | Elect Director Saito, Noboru Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 1 AGAINST |
| BLACK HILLS CORP. | April 23, 2024 | Election of Directors: Barry M. Granger Director Elections |
Board | For | FOR 10 funds |
Split 4 FOR, 4 WITHHOLD |
| BLACK HILLS CORP. | April 23, 2024 | Election of Directors: Steven R. Mills Director Elections |
Board | For | FOR 10 funds |
Split 4 FOR, 4 WITHHOLD |
| BLACK HILLS CORP. | April 23, 2024 | Election of Directors: Tony A. Jensen Director Elections |
Board | For | FOR 10 funds |
Split 4 FOR, 4 WITHHOLD |
| BLACK KNIGHT INC. | July 12, 2023 | Approval of a non-binding advisory resolution on the compensation paid to our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 1 FOR, 10 AGAINST |
| BLACKLINE INC. | May 9, 2024 | Election of Directors: Sophia Velastegui Director Elections |
Board | For | WITHHOLD 10 funds |
Split 3 FOR, 4 WITHHOLD |
| BLACKROCK INC. | May 15, 2024 | Approval, in a non-binding advisory vote, of the compensation for named executive officers. Say-on-Pay |
Board | For | AGAINST 16 funds |
Split 10 FOR, 9 AGAINST |
| BLACKROCK INC. | May 15, 2024 | Election of Directors: Gordon M. Nixon Director Elections |
Board | For | FOR 15 funds |
Split 19 FOR, 1 AGAINST |
| BLACKROCK INC. | May 15, 2024 | Election of Directors: Laurence D. Fink Director Elections |
Board | For | FOR 15 funds |
Split 19 FOR, 1 AGAINST |
| BLACKROCK INC. | May 15, 2024 | Election of Directors: Marco Antonio Slim Domit Director Elections |
Board | For | FOR 15 funds |
Split 17 FOR, 3 AGAINST |
| BLACKROCK INC. | May 15, 2024 | Ratification of the appointment of Deloitte LLP BlackRock's independent registered public accounting firm for the fiscal year 2024. Audit-related |
Board | For | FOR 15 funds |
Split 19 FOR, 1 AGAINST |
| BLADE AIR MOBILITY INC. | May 2, 2024 | Election of Class III Directors to be elected for terms expiring in 2027: Susan Lyne Director Elections |
Board | For | WITHHOLD 11 funds |
Split 5 FOR, 2 WITHHOLD |
| BLINK CHARGING CO. | July 24, 2023 | Approve an amendment to the 2018 Incentive Compensation Plan increasing the number of shares of common stock reserved for issuance by 2,000,000 shares. Compensation |
Board | For | AGAINST 1 fund |
Split 4 FOR, 2 AGAINST |
| BLOCK INC. | June 18, 2024 | TO ELECT TWO CLASS III DIRECTORS TO SERVE UNTIL OUR 2027 ANNUAL MEETING OF STCOKHOLDERS AND UNTIL THEIR SUCCESSORS ARE DULY ELECTED AND QUALIFIED: RANDALL GARUTTI Director Elections |
Board | For | WITHHOLD 14 funds |
Split 6 FOR, 5 WITHHOLD |
| BLOOMIN' BRANDS INC. | April 23, 2024 | Election of Directors: R. Michael Mohan Director Elections |
Board | For | FOR 14 funds |
Split 3 FOR, 2 AGAINST |
| BLUEGREEN VACATIONS HOLDING CORP. | December 21, 2023 | Election of thirteen directors: Alan B. Levan Director Elections |
Board | For | WITHHOLD 11 funds |
Split 5 FOR, 2 WITHHOLD |
| BLUEGREEN VACATIONS HOLDING CORP. | December 21, 2023 | Election of thirteen directors: Darwin Dornbush Director Elections |
Board | For | WITHHOLD 11 funds |
Split 5 FOR, 2 WITHHOLD |
| BLUEGREEN VACATIONS HOLDING CORP. | December 21, 2023 | Election of thirteen directors: Jarett S. Levan Director Elections |
Board | For | WITHHOLD 11 funds |
Split 5 FOR, 2 WITHHOLD |
| BLUEGREEN VACATIONS HOLDING CORP. | December 21, 2023 | Election of thirteen directors: Joel Levy Director Elections |
Board | For | WITHHOLD 11 funds |
Split 5 FOR, 2 WITHHOLD |
| BLUEGREEN VACATIONS HOLDING CORP. | December 21, 2023 | Election of thirteen directors: John E. Abdo Director Elections |
Board | For | WITHHOLD 11 funds |
Split 5 FOR, 2 WITHHOLD |
| BLUEGREEN VACATIONS HOLDING CORP. | December 21, 2023 | Election of thirteen directors: Mark A. Nerenhausen Director Elections |
Board | For | WITHHOLD 11 funds |
Split 5 FOR, 2 WITHHOLD |
| BLUEGREEN VACATIONS HOLDING CORP. | December 21, 2023 | Election of thirteen directors: Norman H. Becker Director Elections |
Board | For | WITHHOLD 11 funds |
Split 5 FOR, 2 WITHHOLD |
| BLUEGREEN VACATIONS HOLDING CORP. | December 21, 2023 | Election of thirteen directors: Orlando Sharpe Director Elections |
Board | For | WITHHOLD 11 funds |
Split 5 FOR, 2 WITHHOLD |
| BLUEGREEN VACATIONS HOLDING CORP. | December 21, 2023 | Election of thirteen directors: Seth M. Wise Director Elections |
Board | For | WITHHOLD 11 funds |
Split 5 FOR, 2 WITHHOLD |
| BLUEGREEN VACATIONS HOLDING CORP. | December 21, 2023 | Election of thirteen directors: William Nicholson Director Elections |
Board | For | WITHHOLD 11 funds |
Split 5 FOR, 2 WITHHOLD |
| BLUEGREEN VACATIONS HOLDING CORP. | January 11, 2024 | Approval, on a non-binding advisory basis, of the compensation that may be paid or become payable to the named executive officers of Bluegreen Vacations Holding Corporation that is based on or otherwise relates to the merger. Say-on-Pay |
Board | For | AGAINST 12 funds |
Split 6 FOR, 2 AGAINST |
| BLUEPRINT MEDICINES CORP. | June 12, 2024 | Election of Directors: Daniella Beckman Director Elections |
Board | For | WITHHOLD 4 funds |
Split 4 FOR, 3 WITHHOLD |
| BLUEPRINT MEDICINES CORP. | June 12, 2024 | Election of Directors: Habib Dable Director Elections |
Board | For | WITHHOLD 4 funds |
Split 4 FOR, 3 WITHHOLD |
| BLUEPRINT MEDICINES CORP. | June 12, 2024 | Election of Directors: Lynn Seely Director Elections |
Board | For | WITHHOLD 4 funds |
Split 4 FOR, 3 WITHHOLD |
| BML INC. | June 27, 2024 | Elect Director Kondo, Kensuke Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| BOEING CO. | May 17, 2024 | Approve, on an Advisory Basis, Named Executive Officer Compensation. Say-on-Pay |
Board | For | AGAINST 11 funds |
Split 7 FOR, 13 AGAINST |
| BOEING CO. | May 17, 2024 | Election of Directors: Akhil Johri Director Elections |
Board | For | FOR 10 funds |
Split 21 FOR, 1 AGAINST |
| BOEING CO. | May 17, 2024 | Election of Directors: David L. Calhoun Director Elections |
Board | For | FOR 10 funds |
Split 21 FOR, 1 AGAINST |
| BOEING CO. | May 17, 2024 | Election of Directors: David L. Joyce Director Elections |
Board | For | AGAINST 10 funds |
Split 7 FOR, 14 AGAINST |
| BOEING CO. | May 17, 2024 | Election of Directors: John M. Richardson Director Elections |
Board | For | FOR 10 funds |
Split 21 FOR, 1 AGAINST |
| BOEING CO. | May 17, 2024 | Election of Directors: Lynn J. Good Director Elections |
Board | For | AGAINST 10 funds |
Split 11 FOR, 9 AGAINST |
| BOEING CO. | May 17, 2024 | Election of Directors: Lynne M. Doughtie Director Elections |
Board | For | AGAINST 10 funds |
Split 21 FOR, 1 AGAINST |
| BOEING CO. | May 17, 2024 | Election of Directors: Robert A. Bradway Director Elections |
Board | For | FOR 10 funds |
Split 20 FOR, 2 AGAINST |
| BOEING CO. | May 17, 2024 | Election of Directors: Steven M. Mollenkopf Director Elections |
Board | For | AGAINST 10 funds |
Split 20 FOR, 2 AGAINST |
| BOK FINANCIAL CORP. | April 30, 2024 | Election of Directors: Chester E. Cadieux, III Director Elections |
Board | For | WITHHOLD 20 funds |
Split 1 FOR, 3 WITHHOLD |
| BOK FINANCIAL CORP. | April 30, 2024 | Election of Directors: Claudia San Pedro Director Elections |
Board | For | FOR 20 funds |
Split 1 FOR, 3 WITHHOLD |
| BOK FINANCIAL CORP. | April 30, 2024 | Election of Directors: David F. Griffin Director Elections |
Board | For | FOR 20 funds |
Split 1 FOR, 3 WITHHOLD |
| BOK FINANCIAL CORP. | April 30, 2024 | Election of Directors: Emmet C. Richards Director Elections |
Board | For | FOR 20 funds |
Split 1 FOR, 3 WITHHOLD |
| BOK FINANCIAL CORP. | April 30, 2024 | Election of Directors: Michael C. Turpen Director Elections |
Board | For | FOR 20 funds |
Split 1 FOR, 3 WITHHOLD |
| BOK FINANCIAL CORP. | April 30, 2024 | Election of Directors: Rose Washington-Jones Director Elections |
Board | For | FOR 20 funds |
Split 1 FOR, 3 WITHHOLD |
| BOK FINANCIAL CORP. | April 30, 2024 | Election of Directors: Steven Bangert Director Elections |
Board | For | FOR 20 funds |
Split 1 FOR, 3 WITHHOLD |
| BOK FINANCIAL CORP. | April 30, 2024 | Election of Directors: Steven J. Malcolm Director Elections |
Board | For | FOR 20 funds |
Split 1 FOR, 3 WITHHOLD |
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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.