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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
CAPCOM CO. LTD. June 20, 2024 Elect Director Tsujimoto, Haruhiro
Director Elections
Board For FOR
4 funds
Split
5 FOR, 4 AGAINST
CAPITAL CITY BANK GROUP INC. April 23, 2024 Election of Directors: To elect as directors the nominees listed below: John G. Sample, Jr.
Director Elections
Board For FOR
20 funds
Split
5 FOR, 2 WITHHOLD
CAPITAL ONE FINANCIAL CORP. May 2, 2024 Election of Directors: Peter Thomas Killalea
Director Elections
Board Not determined FOR
16 funds
Split
15 FOR, 2 AGAINST
CAPITOL FEDERAL FINANCIAL INC. January 23, 2024 Election of Directors: (for three-year terms): Morris J. Huey, II
Director Elections
Board For FOR
20 funds
Split
4 FOR, 3 AGAINST
CAPRI HOLDINGS LTD. August 2, 2023 Election of Directors: Robin Freestone
Director Elections
Board For FOR
18 funds
Split
4 FOR, 4 AGAINST
CAPRI HOLDINGS LTD. October 25, 2023 To adopt a resolution authorizing the Agreement and Plan of Merger, dated as of August 10, 2023, by and among Capri Holdings Limited, Tapestry, Inc., and Sunrise Merger Sub, Inc. (as it may be amended from time to time, the "Merger Agreement").
Extraordinary Transactions
Board For FOR
17 funds
Split
4 FOR, 4 ABSTAIN
CAPRI HOLDINGS LTD. October 25, 2023 To approve, on an advisory (nonbinding) basis, the compensation that may be paid or become payable to Capri Holdings Limited's 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 AGAINST
18 funds
Split
4 FOR, 4 AGAINST
CAPSTAR FINANCIAL HOLDINGS INC. February 29, 2024 To adopt and approve the Agreement and Plan of Merger, dated as of October 26, 2023, by and between CapStar Financial Holdings, Inc. and Old National Bancorp, as it may be amended from time to time (the "Merger Agreement").
Extraordinary Transactions
Board For FOR
18 funds
Split
5 FOR, 2 ABSTAIN
CARDLYTICS INC. May 23, 2024 Advisory vote to approve compensation of named executive officers.
Say-on-Pay
Board For AGAINST
17 funds
Split
1 FOR, 7 AGAINST
CAREDX INC. June 13, 2024 Approval of 2024 Equity Incentive Plan.
Compensation
Board For AGAINST
16 funds
Split
4 FOR, 3 AGAINST
CAREDX INC. June 13, 2024 Election of Directors: George W. Bickerstaff III
Director Elections
Board For FOR
16 funds
Split
4 FOR, 3 WITHHOLD
CARGURUS INC. June 5, 2024 To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers for 2023.
Say-on-Pay
Board For AGAINST
20 funds
Split
8 FOR, 1 AGAINST
CARLISLE COMPANIES INC. May 1, 2024 To elect the three directors nominated by the Board of Directors: Corrine D. Ricard
Director Elections
Board Not determined FOR
16 funds
Split
3 FOR, 5 AGAINST
CARLISLE COMPANIES INC. May 1, 2024 To elect the three directors nominated by the Board of Directors: James D. Frias
Director Elections
Board Not determined FOR
16 funds
Split
3 FOR, 5 AGAINST
CARLISLE COMPANIES INC. May 1, 2024 To elect the three directors nominated by the Board of Directors: Maia A. Hansen
Director Elections
Board Not determined FOR
16 funds
Split
2 FOR, 6 AGAINST
CARLSBERG A/S March 11, 2024 Elect Bob Kunze-Concewitz as Director
Director Elections
Board For FOR
4 funds
Split
3 FOR, 4 ABSTAIN
CARLSBERG A/S March 11, 2024 Reelect Henrik Poulsen as New Director
Director Elections
Board For FOR
4 funds
Split
4 FOR, 3 ABSTAIN
CARLSBERG A/S March 11, 2024 Reelect Lilian Fossum Biner as Director
Director Elections
Board For FOR
4 funds
Split
4 FOR, 3 ABSTAIN
CARLSBERG A/S March 11, 2024 Reelect Magdi Batato as Director
Director Elections
Board For FOR
4 funds
Split
4 FOR, 3 ABSTAIN
CARLSBERG A/S March 11, 2024 Reelect Richard Burrows as Director
Director Elections
Board For FOR
4 funds
Split
1 FOR, 7 ABSTAIN
CARLYLE GROUP INC. May 29, 2024 Approval of The Carlyle Group Inc. Amended and Restated 2012 Equity Incentive Plan
Compensation
Board For AGAINST
15 funds
Split
2 FOR, 4 AGAINST
CARLYLE GROUP INC. May 29, 2024 Election of Directors: Daniel A. D'Aniello
Director Elections
Board For FOR
15 funds
Split
2 FOR, 4 WITHHOLD
CARLYLE GROUP INC. May 29, 2024 Election of Directors: William J. Shaw
Director Elections
Board For FOR
15 funds
Split
2 FOR, 4 WITHHOLD
CARLYLE GROUP INC. May 29, 2024 Non-Binding Vote to Approve Named Executive Officer Compensation ("Say-on-Pay")
Say-on-Pay
Board For AGAINST
16 funds
Split
2 FOR, 4 AGAINST
CARNIVAL CORP. April 5, 2024 To approve the Carnival plc 2024 Employee Share Plan.
Compensation
Board For FOR
13 funds
Split
12 FOR, 7 AGAINST
CARNIVAL CORP. April 5, 2024 To approve, subject to Proposal 18 passing, the disapplication of pre-emption rights in relation to the allotment of new shares and sale of treasury shares by Carnival plc (in accordance with customary practice for UK companies).
Capital Structure
Board For FOR
13 funds
Split
12 FOR, 7 AGAINST
CARNIVAL CORP. April 5, 2024 To elect Nelda J. Connors as a Director of Carnival Corporation and as a Director of Carnival plc.
Director Elections
Board For FOR
13 funds
Split
10 FOR, 9 AGAINST
CARPARTS.COM INC. May 23, 2024 Election of the following Class III Directors: Dr. Lisa Costa
Director Elections
Board For FOR
12 funds
Split
5 FOR, 2 WITHHOLD
CARPARTS.COM INC. May 23, 2024 Election of the following Class III Directors: Warren "Barry" Phelps III
Director Elections
Board For FOR
12 funds
Split
5 FOR, 2 WITHHOLD
CARREFOUR SA May 24, 2024 Approve Compensation of Alexandre Bompard, Chairman and CEO
Compensation
Board For AGAINST
4 funds
Split
3 FOR, 3 AGAINST
CARREFOUR SA May 24, 2024 Ratify Appointment of Eduardo Rossi as Director
Director Elections
Board For FOR
4 funds
Split
3 FOR, 3 AGAINST
CARREFOUR SA May 24, 2024 Reelect Arthur Sadoun as Director
Director Elections
Board For FOR
4 funds
Split
3 FOR, 3 AGAINST
CARREFOUR SA May 24, 2024 Reelect Aurore Domont as Director
Director Elections
Board For FOR
4 funds
Split
3 FOR, 3 AGAINST
CARREFOUR SA May 24, 2024 Reelect Patricia Moulin Lemoine as Director
Director Elections
Board For FOR
4 funds
Split
3 FOR, 3 AGAINST
CARRIAGE SERVICES INC. May 14, 2024 To approve on an advisory basis our 2023 Named Executive Officers' compensation.
Say-on-Pay
Board For FOR
20 funds
Split
5 FOR, 2 AGAINST
CARRIER GLOBAL CORP. April 18, 2024 Advisory Vote to Approve Named Executive Officer Compensation
Say-on-Pay
Board For AGAINST
20 funds
Split
17 FOR, 2 AGAINST
CARROLS RESTAURANT GROUP INC. May 14, 2024 To approve the adoption of the Agreement and Plan of Merger, dated as of January 16, 2024, by and among Restaurant Brands International Inc., BK Cheshire Corp. and Carrols Restaurant Group, Inc. (as it may be amended from time to time, the "Merger Agreement").
Extraordinary Transactions
Board For FOR
17 funds
Split
6 FOR, 2 ABSTAIN
CARROLS RESTAURANT GROUP INC. May 14, 2024 To approve, on an advisory (non-binding) basis, the compensation that will or may become payable by Carrols to its named executive officers in connection with the merger of BK Cheshire Corp. with and into Carrols Restaurant Group, Inc.
Say-on-Pay
Board For AGAINST
18 funds
Split
6 FOR, 2 AGAINST
CARVANA CO. May 6, 2024 Election of Directors: Ira Platt
Director Elections
Board For WITHHOLD
9 funds
Split
1 FOR, 7 WITHHOLD
CASIO COMPUTER CO. LTD. June 27, 2024 Elect Director Masuda, Yuichi
Director Elections
Board For FOR
3 funds
Split
1 FOR, 1 AGAINST
CASS INFORMATION SYSTEMS INC. April 16, 2024 Election of Directors: Franklin D. Wicks, Jr.
Director Elections
Board For FOR
17 funds
Split
5 FOR, 2 AGAINST
CASS INFORMATION SYSTEMS INC. April 16, 2024 Election of Directors: Robert A. Ebel
Director Elections
Board For FOR
17 funds
Split
5 FOR, 2 AGAINST
CATALENT INC. May 29, 2024 To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Catalent's named executive officers that is based on or otherwise relates to the Merger; and
Say-on-Pay
Board For FOR
16 funds
Split
11 FOR, 7 AGAINST
CATERPILLAR INC. June 12, 2024 Advisory Vote to Approve Executive Compensation
Say-on-Pay
Board For FOR
17 funds
Split
22 FOR, 1 AGAINST
CATERPILLAR INC. June 12, 2024 Election of Directors: David W. MacLennan
Director Elections
Board For FOR
16 funds
Split
22 FOR, 1 AGAINST
CATERPILLAR INC. June 12, 2024 Ratification of our Independent Registered Public Accounting Firm
Audit-related
Board For FOR
16 funds
Split
22 FOR, 1 AGAINST
CATO CORP. May 23, 2024 ELECTION OF DIRECTORS: Bailey W. Patrick
Director Elections
Board For WITHHOLD
18 funds
Split
5 FOR, 2 WITHHOLD
CAVCO INDUSTRIES INC. August 1, 2023 Election of Directors: Susan L. Blount
Director Elections
Board For FOR
18 funds
Split
3 FOR, 2 AGAINST
CBIZ INC. May 9, 2024 Election of Directors: A. Haag Sherman
Director Elections
Board For FOR
18 funds
Split
3 FOR, 3 AGAINST
CBOE GLOBAL MARKETS INC. May 16, 2024 Approve, in a non-binding resolution, the compensation paid to our executive officers.
Say-on-Pay
Board For AGAINST
14 funds
Split
19 FOR, 1 AGAINST
CCC INTELLIGENT SOLUTIONS HOLDINGS INC. May 23, 2024 Election of Directors: Githesh Ramamurthy
Director Elections
Board For WITHHOLD
14 funds
Split
4 FOR, 1 WITHHOLD
CDW CORP. May 21, 2024 To approve, on an advisory basis, named executive officer compensation.
Say-on-Pay
Board For FOR
17 funds
Split
21 FOR, 1 AGAINST
CECO ENVIRONMENTAL CORP. May 20, 2024 Election of Directors: Richard F. Wallman
Director Elections
Board For FOR
20 funds
Split
4 FOR, 2 AGAINST
CELCUITY INC. May 9, 2024 Elect seven directors: David F. Dalvey
Director Elections
Board For FOR
5 funds
Split
2 FOR, 5 WITHHOLD
CELLNEX TELECOM S.A. April 25, 2024 REELECT ALEXANDRA REICH AS DIRECTOR
Director Elections
Board For FOR
2 funds
Split
9 FOR, 1 AGAINST
CENCORA INC. March 12, 2024 Advisory vote to approve the compensation of the Company's names executive officers.
Say-on-Pay
Board For FOR
15 funds
Split
21 FOR, 1 AGAINST
CENCORA INC. March 12, 2024 Ratification of Ernst & Young LLP as the Company's independent registered public accounting firm for fiscal year 2024
Audit-related
Board For FOR
14 funds
Split
21 FOR, 1 AGAINST
CENTRAL GARDEN & PET CO. February 13, 2024 Election of Directors: Brendan P. Dougher
Director Elections
Board For WITHHOLD
20 funds
Split
3 FOR, 2 WITHHOLD
CENTRAL GARDEN & PET CO. February 13, 2024 Election of Directors: Brooks M. Pennington III
Director Elections
Board For WITHHOLD
20 funds
Split
2 FOR, 3 WITHHOLD
CENTRAL GARDEN & PET CO. February 13, 2024 Election of Directors: Courtnee Chun
Director Elections
Board For WITHHOLD
20 funds
Split
3 FOR, 2 WITHHOLD
CENTRAL GARDEN & PET CO. February 13, 2024 Election of Directors: Lisa Coleman
Director Elections
Board For WITHHOLD
20 funds
Split
3 FOR, 2 WITHHOLD
CENTRAL GLASS CO. LTD. June 27, 2024 Elect Director Maeda, Kazuhiko
Director Elections
Board For FOR
3 funds
Split
1 FOR, 1 AGAINST
CENTRAL JAPAN RAILWAY CO. June 21, 2024 Elect Director Niwa, Shunsuke
Director Elections
Board For FOR
2 funds
Split
4 FOR, 4 AGAINST
CENTRAL RETAIL CORP. PUBLIC CO. LTD. April 25, 2024 Elect Prin Chirathivat as Director
Director Elections
Board For FOR
2 funds
Split
1 FOR, 1 AGAINST
CENTRAL RETAIL CORP. PUBLIC CO. LTD. April 25, 2024 Elect Sukulaya Uahwatanasakul as Director and Amendment of the Authorized Directors to Sign Bind the Company
Director Elections
Board For FOR
2 funds
Split
1 FOR, 1 AGAINST
CENTRAL RETAIL CORP. PUBLIC CO. LTD. April 25, 2024 Elect Yuwadee Chirathivat as Director
Director Elections
Board For FOR
2 funds
Split
1 FOR, 1 AGAINST
CENTRAL VALLEY COMMUNITY BANCORP February 8, 2024 Approval of Merger Agreement. To approve the principal terms of the Agreement and Plan of Reorganization and Merger, dated as of October 10, 2023, by and among Central Valley Community Bancorp and Community West Bancshares (the "merger agreement") and the transactions contemplated by the merger agreement, including the merger of Community West Bancshares with and into Central Valley Community Bancorp (the "merger"), with Central Valley Community Bancorp surviving the merger, and the issuance of Central Valley Community Bancorp common stock to the Community West Bancshares shareholders in connection with the merger (the "Central Valley share issuance"), as described in the joint proxy statement/prospectus.
Extraordinary Transactions
Board For FOR
17 funds
Split
5 FOR, 2 ABSTAIN
CENTURY ALUMINUM CO. June 3, 2024 Election of Directors: Errol Glasser
Director Elections
Board For FOR
15 funds
Split
3 FOR, 2 WITHHOLD
CENTURY ALUMINUM CO. June 3, 2024 Proposal to approve, on an advisory basis, the compensation of the named executive officers.
Say-on-Pay
Board For AGAINST
16 funds
Split
3 FOR, 2 AGAINST
CENTURY THERAPEUTICS INC. June 20, 2024 Election of Class III directors for a three year term expiring in 2027: Joseph Jimenez
Director Elections
Board For WITHHOLD
4 funds
Split
5 FOR, 2 WITHHOLD
CEREVEL THERAPEUTICS HOLDINGS INC. February 16, 2024 To approve, on a non-binding, advisory basis, certain compensation that will or may be paid or become payable to Cerevel's named executive officers that is based on or otherwise relates to the Merger; and
Say-on-Pay
Board For AGAINST
1 fund
Split
1 FOR, 8 AGAINST
CEVA INC. May 21, 2024 Advisory vote to approve named executive officer compensation;
Say-on-Pay
Board For AGAINST
16 funds
Split
5 FOR, 2 AGAINST
CGI INC. January 31, 2024 Elect Director George A. Cope
Director Elections
Board For FOR
12 funds
Split
1 FOR, 1 WITHHOLD
CGI INC. January 31, 2024 Elect Director Mary G. Powell
Director Elections
Board For FOR
12 funds
Split
1 FOR, 1 WITHHOLD
CGI INC. January 31, 2024 Elect Director Michael B. Pedersen
Director Elections
Board For FOR
12 funds
Split
1 FOR, 1 WITHHOLD
CHALLENGER LTD. October 26, 2023 Approve Grant of Hurdled Performance Share Rights to Nicolas Hamilton
Compensation
Board For FOR
11 funds
Split
1 FOR, 1 AGAINST
CHANGE HOLDINGS INC. June 26, 2024 Elect Director Fukudome, Hiroshi
Director Elections
Board For FOR
2 funds
Split
1 FOR, 1 AGAINST
CHARLES RIVER LABORATORIES INTERNATIONAL INC. May 8, 2024 Election of Directors: Martin W. Mackay
Director Elections
Board For FOR
16 funds
Split
14 FOR, 3 AGAINST
CHARLES SCHWAB CORP. May 23, 2024 Election of Five Directors for Three-Year Terms: Joan T. Dea
Director Elections
Board For FOR
15 funds
Split
11 FOR, 10 AGAINST
CHART INDUSTRIES INC. May 21, 2024 To approve and adopt the Chart Industries, Inc. 2024 Omnibus Equity Plan; and
Compensation
Board For AGAINST
3 funds
Split
6 FOR, 5 AGAINST
CHARTER COMMUNICATIONS INC. April 23, 2024 Approval of the amendment increasing the number of shares in the Company's 2019 Stock Incentive Plan.
Compensation
Board For AGAINST
19 funds
Split
21 FOR, 2 AGAINST
CHARTER COMMUNICATIONS INC. April 23, 2024 Election of Directors: Balan Nair
Director Elections
Board For FOR
19 funds
Split
9 FOR, 13 AGAINST
CHARTER COMMUNICATIONS INC. April 23, 2024 Election of Directors: Eric L. Zinterhofer
Director Elections
Board For AGAINST
19 funds
Split
21 FOR, 3 AGAINST
CHARTER COMMUNICATIONS INC. April 23, 2024 Election of Directors: Gregory B. Maffei
Director Elections
Board For AGAINST
19 funds
Split
3 FOR, 20 AGAINST
CHARTER COMMUNICATIONS INC. April 23, 2024 Election of Directors: John D. Markley, Jr.
Director Elections
Board For FOR
19 funds
Split
22 FOR, 1 AGAINST
CHARTER COMMUNICATIONS INC. April 23, 2024 Election of Directors: Mauricio Ramos
Director Elections
Board For AGAINST
19 funds
Split
21 FOR, 3 AGAINST
CHARTER COMMUNICATIONS INC. April 23, 2024 Election of Directors: Steven A. Miron
Director Elections
Board For AGAINST
19 funds
Split
21 FOR, 3 AGAINST
CHARTER COMMUNICATIONS INC. April 23, 2024 Election of Directors: W. Lance Conn
Director Elections
Board For AGAINST
19 funds
Split
12 FOR, 10 AGAINST
CHARTER COMMUNICATIONS INC. April 23, 2024 The ratification of the appointment of KPMG LLP as the Company's independent registered public accounting firm for the year ended December 31, 2024.
Audit-related
Board For FOR
19 funds
Split
23 FOR, 1 AGAINST
CHASE CORP. October 6, 2023 A proposal to approve and adopt the Agreement and Plan of Merger, dated as of July 21, 2023, by and among Chase Corporation, a Massachusetts corporation ("Chase"), Formulations Parent Corporation, a Delaware corporation ("Parent"), and Formulations Merger Sub Corporation, a Delaware corporation and a direct, wholly owned subsidiary of Parent ("Merger Sub"), as may be amended from time to time (the "Merger Agreement"), pursuant to which Merger Sub will be merged will be merged with and into Chase, with Chase surviving the merger as a wholly owned subsidiary of Parent (the "Merger").
Extraordinary Transactions
Board For FOR
18 funds
Split
6 FOR, 2 ABSTAIN
CHASE CORP. October 6, 2023 A proposal to approve, on a non-binding, advisory basis, certain compensation that will or may be paid by Chase to its named executive officers that is based on or otherwise relates to the Merger.
Say-on-Pay
Board For FOR
19 funds
Split
6 FOR, 2 AGAINST
CHEGG INC. June 5, 2024 Election of three Class II directors: Marne Levine
Director Elections
Board For FOR
20 funds
Split
4 FOR, 3 AGAINST
CHEGG INC. June 5, 2024 Election of three Class II directors: Paul LeBlanc
Director Elections
Board For AGAINST
20 funds
Split
4 FOR, 3 AGAINST
CHEGG INC. June 5, 2024 Election of three Class II directors: Richard Sarnoff
Director Elections
Board For FOR
20 funds
Split
4 FOR, 3 AGAINST
CHEMUNG FINANCIAL CORP. June 4, 2024 Election of Directors: David J. Dalrymple
Director Elections
Board For FOR
18 funds
Split
5 FOR, 2 WITHHOLD
CHEMUNG FINANCIAL CORP. June 4, 2024 Election of Directors: Denise V. Gonick
Director Elections
Board For FOR
18 funds
Split
5 FOR, 2 WITHHOLD
CHEMUNG FINANCIAL CORP. June 4, 2024 Election of Directors: Raimundo C. Archibold Jr.
Director Elections
Board For FOR
18 funds
Split
5 FOR, 2 WITHHOLD
CHENIERE ENERGY INC. May 23, 2024 Election of Directors: G. Andrea Botta
Director Elections
Board For Split
13 FOR, 2 AGAINST
FOR
10 funds
CHESAPEAKE ENERGY CORP. June 6, 2024 Election of Directors: Matthew M. Gallagher
Director Elections
Board For FOR
16 funds
Split
4 FOR, 5 AGAINST
CHESAPEAKE ENERGY CORP. June 18, 2024 To consider and vote on a proposal to approve, by non-binding, advisory vote, certain compensation arrangements for Chesapeake's named executive officers in connection with the Merger contemplated by the Merger Agreement (the "Advisory Chesapeake Compensation Proposal"); and
Say-on-Pay
Board For AGAINST
18 funds
Split
3 FOR, 6 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.