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 |
|---|---|---|---|---|---|---|
| BOLLORE SE | May 22, 2024 | Reelect Sophie Johanna Kloosterman as Director Director Elections |
Board | For | AGAINST 4 funds |
Split 3 FOR, 3 AGAINST |
| BOOZ ALLEN HAMILTON HOLDING CORP. | July 26, 2023 | Approval of the 2023 Equity Incentive Plan. Compensation |
Board | For | FOR 13 funds |
Split 4 FOR, 1 AGAINST |
| BORAL LTD. | October 26, 2023 | Approve Issuance of LTI Rights to Vik Bansal Compensation |
Board | For | FOR 7 funds |
Split 1 FOR, 1 AGAINST |
| BORAL LTD. | October 26, 2023 | Approve Remuneration Report Compensation |
Board | For | AGAINST 7 funds |
Split 1 FOR, 1 AGAINST |
| BORAL LTD. | October 26, 2023 | Elect Ryan Stokes as Director Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 1 AGAINST |
| BORGWARNER INC. | April 24, 2024 | Approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 23 funds |
Split 19 FOR, 1 AGAINST |
| BORR DRILLING LTD. | August 31, 2023 | Reelect Alexandra Kate Blankenship as Director Director Elections |
Board | For | FOR 13 funds |
Split 2 FOR, 3 AGAINST |
| BOSTON BEER COMPANY INC. | May 7, 2024 | Election of Directors: Cynthia L. Swanson Director Elections |
Board | For | FOR 13 funds |
Split 8 FOR, 2 WITHHOLD |
| BOSTON BEER COMPANY INC. | May 7, 2024 | Election of Directors: Jean-Michel Valette Director Elections |
Board | For | WITHHOLD 13 funds |
Split 3 FOR, 6 WITHHOLD |
| BOSTON BEER COMPANY INC. | May 7, 2024 | Election of Directors: Meghan V. Joyce Director Elections |
Board | For | WITHHOLD 13 funds |
Split 3 FOR, 6 WITHHOLD |
| BOSTON PROPERTIES INC. | May 22, 2024 | To approve, by non-binding, advisory resolution, the Company's named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 6 funds |
Split 9 FOR, 9 AGAINST |
| BOSTON SCIENTIFIC CORP. | May 2, 2024 | To approve, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | Contested | FOR 17 funds |
Split 21 FOR, 1 AGAINST |
| BOSTON SCIENTIFIC CORP. | May 2, 2024 | To ratify the appointment of Ernst & Young LLP as our independent registered public accounting firm for the 2024 fiscal year. Audit-related |
Board | Contested | FOR 16 funds |
Split 21 FOR, 1 AGAINST |
| BOUYGUES SA | April 25, 2024 | Authorize Repurchase of Up to 5 Percent of Issued Share Capital Capital Structure |
Board | For | AGAINST 4 funds |
Split 3 FOR, 3 AGAINST |
| BOWLERO CORP. | December 12, 2023 | Election of Directors: John A. Young Director Elections |
Board | For | WITHHOLD 7 funds |
Split 4 FOR, 2 WITHHOLD |
| BOWLERO CORP. | December 12, 2023 | Election of Directors: Michael J. Angelakis Director Elections |
Board | For | WITHHOLD 7 funds |
Split 4 FOR, 2 WITHHOLD |
| BOWLERO CORP. | December 12, 2023 | Election of Directors: Robert J. Bass Director Elections |
Board | For | WITHHOLD 7 funds |
Split 4 FOR, 2 WITHHOLD |
| BREVILLE GROUP LTD. | November 8, 2023 | Approve Grant of Rights to Jim Clayton Compensation |
Board | For | AGAINST 5 funds |
Split 1 FOR, 1 AGAINST |
| BREVILLE GROUP LTD. | November 8, 2023 | Approve Remuneration Report Compensation |
Board | For | AGAINST 5 funds |
Split 1 FOR, 1 AGAINST |
| BREVILLE GROUP LTD. | November 8, 2023 | Elect Dean Howell as Director Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 1 AGAINST |
| BRICKWORKS LTD. | November 21, 2023 | Elect Joel. A. Fitzgibbon as Director Director Elections |
Board | For | FOR 10 funds |
Split 1 FOR, 1 AGAINST |
| BRIDGEBIO PHARMA INC. | June 21, 2024 | To cast a non-binding, advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 2 funds |
Split 4 FOR, 3 AGAINST |
| BRIGHTCOVE INC. | May 8, 2024 | To elect the following Class III Director Nominees: Diane Hessan Director Elections |
Board | For | FOR 10 funds |
Split 5 FOR, 2 WITHHOLD |
| BRIGHTCOVE INC. | May 8, 2024 | To elect the following Class III Director Nominees: Gary Haroian Director Elections |
Board | For | FOR 10 funds |
Split 5 FOR, 2 WITHHOLD |
| BRIGHTVIEW HOLDINGS INC. | March 5, 2024 | Election of Directors: Jane Okun Bomba Director Elections |
Board | For | WITHHOLD 19 funds |
Split 5 FOR, 2 WITHHOLD |
| BRIGHTVIEW HOLDINGS INC. | March 5, 2024 | To approve the amendment to the BrightView Holdings, Inc. Amended and Restated 2018 Omnibus Incentive Plan. Compensation |
Board | For | AGAINST 19 funds |
Split 5 FOR, 2 AGAINST |
| BRISTOL-MYERS SQUIBB CO. | May 7, 2024 | Advisory Vote to Approve the Compensation of our Named Executive Officers Say-on-Pay |
Board | For | FOR 19 funds |
Split 20 FOR, 1 AGAINST |
| BRITISH LAND CO. PLC | July 11, 2023 | Authorise Issue of Equity without Pre-emptive Rights Capital Structure |
Board | For | FOR 2 funds |
Split 3 FOR, 4 AGAINST |
| BRITISH LAND CO. PLC | July 11, 2023 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment Capital Structure |
Board | For | FOR 2 funds |
Split 3 FOR, 4 AGAINST |
| BROADCOM INC. | April 22, 2024 | Advisory vote to approve the named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 18 funds |
Split 18 FOR, 4 AGAINST |
| BROADCOM INC. | April 22, 2024 | Election of Directors: Eddy W. Hartenstein Director Elections |
Board | For | AGAINST 17 funds |
Split 17 FOR, 3 AGAINST |
| BROADCOM INC. | April 22, 2024 | Election of Directors: Harry L. You Director Elections |
Board | For | AGAINST 17 funds |
Split 19 FOR, 3 AGAINST |
| BROADRIDGE FINANCIAL SOLUTIONS INC. | November 9, 2023 | Advisory vote to approve the compensation of the Company's Named Executive Officers (the Say on Pay Vote); Say-on-Pay |
Board | For | FOR 16 funds |
Split 20 FOR, 1 AGAINST |
| BROOKFIELD INFRASTRUCTURE CORP. | June 18, 2024 | Elect Director Anne Schaumburg Director Elections |
Board | For | FOR 15 funds |
Split 4 FOR, 3 WITHHOLD |
| BROOKFIELD INFRASTRUCTURE CORP. | June 18, 2024 | Elect Director Daniel Muniz Quintanilla Director Elections |
Board | For | FOR 15 funds |
Split 4 FOR, 3 WITHHOLD |
| BROOKFIELD INFRASTRUCTURE CORP. | June 18, 2024 | Elect Director John Mullen Director Elections |
Board | For | FOR 15 funds |
Split 4 FOR, 3 WITHHOLD |
| BROOKFIELD INFRASTRUCTURE CORP. | June 18, 2024 | Elect Director Rajeev Vasudeva Director Elections |
Board | For | FOR 15 funds |
Split 4 FOR, 3 WITHHOLD |
| BROOKFIELD INFRASTRUCTURE CORP. | June 18, 2024 | Elect Director Roslyn Kelly Director Elections |
Board | For | FOR 15 funds |
Split 4 FOR, 3 WITHHOLD |
| BROOKFIELD INFRASTRUCTURE CORP. | June 18, 2024 | Elect Director Suzanne Nimocks Director Elections |
Board | For | FOR 15 funds |
Split 4 FOR, 3 WITHHOLD |
| BROOKFIELD INFRASTRUCTURE CORP. | June 18, 2024 | Elect Director William Cox Director Elections |
Board | For | FOR 15 funds |
Split 4 FOR, 3 WITHHOLD |
| BROOKFIELD RENEWABLE CORP. | June 24, 2024 | Elect Director Lou Maroun Director Elections |
Board | For | FOR 19 funds |
Split 1 FOR, 2 WITHHOLD |
| BROOKFIELD RENEWABLE CORP. | June 24, 2024 | Elect Director Nancy Dorn Director Elections |
Board | For | FOR 19 funds |
Split 1 FOR, 2 WITHHOLD |
| BROOKFIELD RENEWABLE CORP. | June 24, 2024 | Elect Director Stephen Westwell Director Elections |
Board | For | FOR 19 funds |
Split 1 FOR, 2 WITHHOLD |
| BROOKLINE BANCORP INC. | May 8, 2024 | Election of Directors: Thomas J. Hollister Director Elections |
Board | For | FOR 20 funds |
Split 3 FOR, 3 AGAINST |
| BROOKLINE BANCORP INC. | May 8, 2024 | Election of Directors: Willard I. Hill, Jr. Director Elections |
Board | For | FOR 20 funds |
Split 3 FOR, 3 AGAINST |
| BROTHER INDUSTRIES LTD. | June 25, 2024 | Elect Director Ikeda, Kazufumi Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 4 AGAINST |
| BROWN-FORMAN CORP. | July 27, 2023 | Election of Directors: Campbell P. Brown Director Elections |
Board | For | AGAINST 10 funds |
Split 2 FOR, 4 AGAINST |
| BROWN-FORMAN CORP. | July 27, 2023 | Election of Directors: Michael A. Todman Director Elections |
Board | For | AGAINST 10 funds |
Split 2 FOR, 4 AGAINST |
| BRUKER CORP. | May 30, 2024 | Approval on an advisory basis of the 2023 compensation of our named executive officers, as discussed in the Proxy Statement. Say-on-Pay |
Board | For | FOR 13 funds |
Split 5 FOR, 4 AGAINST |
| BRUKER CORP. | May 30, 2024 | Election of three Class III directors to serve for a three-year term expiring in 2027: William A. Linton Director Elections |
Board | For | FOR 12 funds |
Split 9 FOR, 1 WITHHOLD |
| BT GROUP PLC | July 13, 2023 | Re-elect Allison Kirkby as Director Director Elections |
Board | For | FOR 14 funds |
Split 4 FOR, 4 AGAINST |
| BUCKLE INC. | June 3, 2024 | Election of Directors: Karen B. Rhoads Director Elections |
Board | For | FOR 16 funds |
Split 2 FOR, 4 WITHHOLD |
| BUILD-A-BEAR WORKSHOP INC. | June 13, 2024 | Election of Directors: George Carrara Director Elections |
Board | For | FOR 16 funds |
Split 6 FOR, 2 AGAINST |
| BUILDERS FIRSTSOURCE INC. | June 4, 2024 | Election of Directors: Cleveland A. Christophe Director Elections |
Board | Not determined | FOR 20 funds |
Split 1 FOR, 17 AGAINST |
| BUILDERS FIRSTSOURCE INC. | June 4, 2024 | Election of Directors: W. Bradley Hayes Director Elections |
Board | Not determined | Split 18 FOR, 2 AGAINST |
FOR 19 funds |
| BUNGE GLOBAL SA | May 15, 2024 | Election of Directors: Carol Browner Director Elections |
Board | For | FOR 15 funds |
Split 18 FOR, 1 AGAINST |
| BUNGE LTD. | October 5, 2023 | To approve the acquisition of Viterra Limited, including the issuance of 65,611,831 common shares, par value $0.01 per share, of Bunge Limited. Extraordinary Transactions |
Board | For | FOR 14 funds |
Split 10 FOR, 8 ABSTAIN |
| BUNKA SHUTTER CO. LTD. | June 18, 2024 | Elect Director Ogura, Hiroyuki Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| BURBERRY GROUP PLC | July 12, 2023 | Re-elect Antoine de Saint-Affrique as Director Director Elections |
Board | For | FOR 12 funds |
Split 1 FOR, 8 AGAINST |
| BUREAU VERITAS SA | June 20, 2024 | Elect BPIFRANCE INVESTISSEMENT as Director Director Elections |
Board | For | AGAINST 4 funds |
Split 3 FOR, 3 AGAINST |
| BUREAU VERITAS SA | June 20, 2024 | Reelect Christine Anglade as Director Director Elections |
Board | For | AGAINST 4 funds |
Split 3 FOR, 3 AGAINST |
| BUREAU VERITAS SA | June 20, 2024 | Reelect Claude Ehlinger as Director Director Elections |
Board | For | AGAINST 4 funds |
Split 3 FOR, 3 AGAINST |
| BUSINESS FIRST BANCSHARES INC. | July 27, 2023 | Proposal - To approve, on a non-binding, advisory basis, the compensation of the Company's NEOs (the "Say-on-Pay Proposal"); and Say-on-Pay |
Board | For | AGAINST 17 funds |
Split 4 FOR, 2 AGAINST |
| BYD COMPANY LTD. | September 19, 2023 | Elect Cai Hong-ping as Director Director Elections |
Board | For | FOR 5 funds |
Split 2 FOR, 1 AGAINST |
| BYD COMPANY LTD. | September 19, 2023 | Elect Lv Xiang-yang as Director Director Elections |
Board | For | FOR 5 funds |
Split 2 FOR, 1 AGAINST |
| BYD COMPANY LTD. | September 19, 2023 | Elect Zhang Min as Director Director Elections |
Board | For | FOR 5 funds |
Split 2 FOR, 1 AGAINST |
| C&F FINANCIAL CORP. | April 16, 2024 | To elect directors as instructed below: C. Elis Olsson Director Elections |
Board | For | FOR 16 funds |
Split 5 FOR, 2 WITHHOLD |
| C.H. ROBINSON WORLDWIDE INC. | May 9, 2024 | Election of Directors: Henry J. Maier Director Elections |
Board | For | AGAINST 15 funds |
Split 19 FOR, 2 AGAINST |
| C.H. ROBINSON WORLDWIDE INC. | May 9, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 16 funds |
Split 19 FOR, 2 AGAINST |
| C3.AI INC. | October 4, 2023 | Election of Class III Directors Nominees: Michael G. McCaffery Director Elections |
Board | For | WITHHOLD 5 funds |
Split 4 FOR, 5 WITHHOLD |
| CABLE ONE INC. | May 16, 2024 | Election of Directors: Katharine B. Weymouth Director Elections |
Board | For | FOR 19 funds |
Split 4 FOR, 5 AGAINST |
| CABOT CORP. | March 7, 2024 | Election of Directors: Christine Y. Yan Director Elections |
Board | For | FOR 12 funds |
Split 5 FOR, 4 AGAINST |
| CABOT CORP. | March 7, 2024 | Election of Directors: Cynthia A. Arnold Director Elections |
Board | For | FOR 12 funds |
Split 5 FOR, 4 AGAINST |
| CADENCE DESIGN SYSTEMS INC. | May 2, 2024 | Advisory resolution to approve named executive officer compensation. Say-on-Pay |
Board | Not determined | FOR 12 funds |
Split 22 FOR, 1 AGAINST |
| CADIZ INC. | June 11, 2024 | ELECTION OF DIRECTORS: Maria Dreyfus Director Elections |
Board | For | FOR 2 funds |
Split 5 FOR, 2 WITHHOLD |
| CADIZ INC. | June 11, 2024 | ELECTION OF DIRECTORS: Maria Echaveste Director Elections |
Board | For | FOR 2 funds |
Split 5 FOR, 2 WITHHOLD |
| CADIZ INC. | June 11, 2024 | ELECTION OF DIRECTORS: Stephen E. Courter Director Elections |
Board | For | WITHHOLD 2 funds |
Split 5 FOR, 2 WITHHOLD |
| CAESARS ENTERTAINMENT INC. | June 11, 2024 | COMPANY PROPOSAL: APPROVE THE CAESARS ENTERTAINMENT, INC. SECOND AMENDED AND RESTATED 2015 EQUITY INCENTIVE PLAN. Compensation |
Board | For | AGAINST 15 funds |
Split 20 FOR, 1 AGAINST |
| CAL-MAINE FOODS INC. | October 6, 2023 | Advisory vote to approve our executive compensation. Say-on-Pay |
Board | For | FOR 17 funds |
Split 7 FOR, 1 AGAINST |
| CAL-MAINE FOODS INC. | October 6, 2023 | Election of Directors: James E. Poole Director Elections |
Board | For | WITHHOLD 16 funds |
Split 4 FOR, 2 WITHHOLD |
| CAL-MAINE FOODS INC. | October 6, 2023 | Election of Directors: Letitia C. Hughes Director Elections |
Board | For | WITHHOLD 16 funds |
Split 4 FOR, 2 WITHHOLD |
| CALBEE INC. | June 25, 2024 | Elect Director Ehara, Makoto Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| CALBEE INC. | June 25, 2024 | Elect Director Mogi, Yuzaburo Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| CALBEE INC. | June 25, 2024 | Elect Director Wern Yuen Tan Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| CALEDONIA MINING CORPORATION PLC | May 7, 2024 | Re-elect Johan Holtzhausen as Director Director Elections |
Board | For | AGAINST 14 funds |
Split 5 FOR, 1 AGAINST |
| CALEDONIA MINING CORPORATION PLC | May 7, 2024 | Re-elect John Kelly as Director Director Elections |
Board | For | ABSTAIN 14 funds |
Split 1 FOR, 5 AGAINST |
| CALEDONIA MINING CORPORATION PLC | May 7, 2024 | Re-elect Victor Gapare as Director Director Elections |
Board | For | FOR 14 funds |
Split 5 FOR, 1 AGAINST |
| CALIFORNIA RESOURCES CORP. | June 26, 2024 | A proposal (the "stock issuance proposal") to approve, for purposes of complying with Section 312.03 of the NYSE Listed Company Manual, the issuance of shares of California Resources Corporation common stock pursuant to the terms of the Agreement and Plan of Merger, dated February 7, 2024, among California Resources Corporation, Petra Merger Sub I, LLC, Petra Merger Sub C, LLC, Petra Merger Sub O, LLC, Petra Merger Sub O2, LLC, Petra Merger Sub O3, LLC, Petra Merger Sub S, LLC, IKAV Impact USA Inc., CPPIB Vedder US Holdings LLC, Opps Xb Aera E CTB, LLC, Opps XI Aera E CTB, LLC, Green Gate COI, LLC, IKAV Impact S.a.r.l., Simlog Inc., IKAV Energy Inc., CPP Investment Board Private Holdings (6), Inc., OCM Opps Xb AIF Holdings (Delaware), L.P., Oaktree Huntington Investment Fund II AIF (Delaware), L.P. - Class C, OCM Opps XI AIV Holdings (Delaware), L.P., and OCM Aera E Holdings, LLC. Extraordinary Transactions |
Board | For | FOR 16 funds |
Split 3 FOR, 3 ABSTAIN |
| CALIX INC. | May 9, 2024 | To approve, on a non-binding, advisory basis, Calix's named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 17 funds |
Split 4 FOR, 5 AGAINST |
| CALIX INC. | May 9, 2024 | To elect each of the two director nominees named in the proxy statement: Kevin Peters Director Elections |
Board | For | FOR 16 funds |
Split 4 FOR, 5 WITHHOLD |
| CALLON PETROLEUM CO. | March 27, 2024 | The adoption of the Agreement and Plan of Merger, dated as of January 3, 2024, by and among APA Corporation, a Delaware corporation ("APA"), Astro Comet Merger Sub Corp., a Delaware corporation and a wholly owned, direct subsidiary of APA ("Merger Sub"), and Callon, as it may be amended from time to time, pursuant to which Merger Sub will merge with and into Callon, with Callon surviving the merger as a wholly owned, direct subsidiary of APA (the "merger"), and the approval of the transactions contemplated thereby (the "Merger Proposal"). Extraordinary Transactions |
Board | For | FOR 16 funds |
Split 4 FOR, 3 ABSTAIN |
| CAMBIUM NETWORKS CORP. | June 6, 2024 | The election of two Class II directors and one Class I director: Vikram Verma (Class II) Director Elections |
Board | For | FOR 10 funds |
Split 5 FOR, 2 WITHHOLD |
| CAMPING WORLD HOLDINGS INC. | May 14, 2024 | Election of Class II Directors: Andris Baltins Director Elections |
Board | For | WITHHOLD 13 funds |
Split 3 FOR, 2 WITHHOLD |
| CAMPING WORLD HOLDINGS INC. | May 14, 2024 | Election of Class II Directors: Brent L. Moody Director Elections |
Board | For | WITHHOLD 13 funds |
Split 3 FOR, 2 WITHHOLD |
| CANADIAN PACIFIC KANSAS CITY LTD. | April 24, 2024 | Elect Director Henry J. Maier Director Elections |
Board | For | FOR 7 funds |
Split 2 FOR, 2 AGAINST |
| CANADIAN PACIFIC KANSAS CITY LTD. | April 24, 2024 | Elect Director John Baird Director Elections |
Board | For | FOR 7 funds |
Split 2 FOR, 2 AGAINST |
| CANNAE HOLDINGS INC. | June 19, 2024 | Approval of the redomestication of the Company from the State of Delaware to the State of Nevada by conversion. Extraordinary Transactions |
Board | For | AGAINST 11 funds |
Split 3 FOR, 2 AGAINST |
| CANON INC. | March 28, 2024 | Elect Director Mitarai, Fujio Director Elections |
Board | For | FOR 2 funds |
Split 5 FOR, 4 AGAINST |
| CANON MARKETING JAPAN INC. | March 27, 2024 | Appoint Statutory Auditor Hashimoto, Iwao Compensation |
Board | For | AGAINST 4 funds |
Split 1 FOR, 1 AGAINST |
| CANON MARKETING JAPAN INC. | March 27, 2024 | Elect Director Adachi, Masachika Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 1 AGAINST |
← Previous Page 7 of 48 Next →
How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.