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
9,154 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 |
|---|---|---|---|---|---|---|
| KLABIN SA | April 16, 2024 | Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? Shareholder Rights and Defenses |
Other | None | FOR 3 funds |
ABSTAIN 1 fund |
| KYOKUTO KAIHATSU KOGYO CO. LTD. | June 26, 2024 | Approve Additional Dividend so that Dividend Equals to Either 100 Percent of Earnings per Share or 6 Percent of Net Asset per Share whichever Is Higher Capital Structure |
Other | Against | FOR 3 funds |
AGAINST 1 fund |
| LONGI GREEN ENERGY TECHNOLOGY CO. LTD. | December 25, 2023 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 5 funds |
ABSTAIN 1 fund |
| LSB INDUSTRIES INC. | May 23, 2024 | Proposal to approve the Amended and Restated Section 382 Rights Agreement in order to extend the term of the Company's existing rights plan. Shareholder Rights and Defenses |
Other | For | AGAINST 18 funds |
FOR 6 funds |
| LUMEN TECHNOLOGIES INC. | May 15, 2024 | Ratify the Amendment and Restatement of Our NOL Rights Plan. Shareholder Rights and Defenses |
Other | For | AGAINST 2 funds |
FOR 7 funds |
| LUZHOU LAOJIAO CO. LTD. | June 27, 2024 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 5 funds |
ABSTAIN 1 fund |
| MERIDIANLINK INC. | June 6, 2024 | Approval of the adjournment of the annual meeting to the extent there are insufficient votes at the annual meeting to approve any of proposals 1-4. Corporate Governance |
Other | For | AGAINST 18 funds |
FOR 8 funds |
| METALLURGICAL CORPORATION OF CHINA LTD. | September 11, 2023 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 7 funds |
ABSTAIN 1 fund |
| MICRON TECHNOLOGY INC. | January 18, 2024 | PROPOSAL BY THE COMPANY TO APPROVE, ON A NON-BINDING ADVISORY BASIS, THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS AS DESCRIBED IN THE PROXY STATEMENT. Say-on-Pay |
Other | For | AGAINST 15 funds |
FOR 19 funds |
| MIXI INC. | June 26, 2024 | Amend Articles to Allow Virtual Only Shareholder Meetings Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 1 fund |
| NEW CHINA LIFE INSURANCE COMPANY LTD. | June 28, 2024 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 7 funds |
ABSTAIN 1 fund |
| NEW CHINA LIFE INSURANCE COMPANY LTD. | June 28, 2024 | Amend Rules of Procedures of the Board of Directors Corporate Governance |
Other | For | AGAINST 7 funds |
ABSTAIN 1 fund |
| NINETY ONE LTD. | July 26, 2023 | Approve Climate Strategy Environment or Climate |
Other | For | AGAINST 6 funds |
FOR 1 fund |
| NIPPON FILCON CO. LTD. | February 27, 2024 | Amend Articles to Abolish Board Structure with Statutory Auditors - Adopt Board Structure with Audit Committee - Amend Provisions on Number of Directors - Authorize Board to Determine Income Allocation Corporate Governance |
Other | For | FOR 3 funds |
AGAINST 1 fund |
| NIPPON FINE CHEMICAL CO. LTD. | June 26, 2024 | Initiate Share Repurchase Program Capital Structure |
Other | Against | FOR 2 funds |
AGAINST 1 fund |
| NIPPON SIGNAL CO. LTD. | June 21, 2024 | Amend Articles to Amend Provisions on Number of Directors Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 2 funds |
| NISSAN SHATAI CO. LTD. | June 26, 2024 | Amend Articles to Establish Minority Shareholder Protection Committee Corporate Governance |
Other | Against | FOR 3 funds |
AGAINST 1 fund |
| NISSAN TOKYO SALES HOLDINGS CO. LTD. | June 26, 2024 | Approve Alternate Final Dividend of JPY 16 per Share Capital Structure |
Other | Against | FOR 3 funds |
AGAINST 1 fund |
| ONE STOP SYSTEMS INC. | May 15, 2024 | To approve the adjournment of the Annual Meeting to another place, or a later date or dates, if necessary or appropriate, to solicit additional proxies in the event we have not received sufficient votes in favor of the foregoing proposals. Corporate Governance |
Other | For | AGAINST 1 fund |
FOR 1 fund |
| OPPEIN HOME GROUP INC. | May 15, 2024 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 6 funds |
ABSTAIN 1 fund |
| ORICA LTD. | December 13, 2023 | Approve Advisory Vote on Climate Action Report Environment or Climate |
Other | For | AGAINST 8 funds |
FOR 9 funds |
| OSAKA STEEL CO. LTD. | June 24, 2024 | Amend Articles to Add Provision on Management Plan to Improve Price to Book Value Ratio Corporate Governance |
Other | Against | FOR 3 funds |
AGAINST 1 fund |
| OTIS WORLDWIDE CORP. | May 16, 2024 | Shareholder proposal regarding policy on majority voting in director elections Corporate Governance |
Other | Against | FOR 15 funds |
AGAINST 21 funds |
| PACKAGING CORPORATION OF AMERICA | May 8, 2024 | Proposal to amend the Director Election Resignation Bylaw. Corporate Governance |
Other | Against | FOR 17 funds |
AGAINST 18 funds |
| PENNON GROUP PLC | July 20, 2023 | Approve Climate-Related Financial Disclosures Environment or Climate |
Other | For | AGAINST 10 funds |
FOR 1 fund |
| PETROCHINA COMPANY LTD. | June 5, 2024 | Approve Report of the Board of Directors Corporate Governance |
Other | For | AGAINST 7 funds |
FOR 1 fund |
| PFSWEB INC. | August 29, 2023 | Approve adjournments of the Annual Meeting from time to time to solicit additional proxies if there are insufficient votes at the time of the Annual Meeting to constitute a quorum or to approve Proposals 1-4 Corporate Governance |
Other | For | AGAINST 13 funds |
FOR 1 fund |
| PFSWEB INC. | August 29, 2023 | Approve an amendment to the Rights Agreement with Computershare Inc. as rights agent; Shareholder Rights and Defenses |
Other | For | AGAINST 13 funds |
FOR 1 fund |
| QINGHAI SALT LAKE INDUSTRY CO. LTD. | May 7, 2024 | Elect He Ping as Director Director Elections |
Other | For | FOR 5 funds |
AGAINST 1 fund |
| QINGHAI SALT LAKE INDUSTRY CO. LTD. | May 7, 2024 | Elect Yun Hongwei as Director Director Elections |
Other | For | FOR 5 funds |
AGAINST 1 fund |
| QUEBECOR INC. | May 9, 2024 | SP 1: Approve Incentive Compensation Relating to ESG Goals Compensation |
Other | Against | AGAINST 10 funds |
FOR 1 fund |
| RENOVARO BIOSCIENCES INC. | January 25, 2024 | Approval of Adjournment, if Necessary, to Solicit Additional Proxies. To approve the adjournment of the Special Meeting, if necessary, for the purpose of soliciting additional proxies to approve any one or more of Proposals 1, 2, 3 and 4. Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 1 fund |
| RONGSHENG PETROCHEMICAL CO. LTD. | May 24, 2024 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 5 funds |
ABSTAIN 1 fund |
| RYOBI LTD. | March 27, 2024 | Amend Articles to Allow Virtual Only Shareholder Meetings Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 1 fund |
| SANDRIDGE ENERGY INC. | June 12, 2024 | Approve an extension of the Tax Benefits Preservation Plan from July 1, 2023 to July 1, 2026. Shareholder Rights and Defenses |
Other | For | AGAINST 14 funds |
FOR 7 funds |
| SASOL LTD. | November 17, 2023 | Approve Climate Change Report Environment or Climate |
Other | For | AGAINST 8 funds |
ABSTAIN 1 fund |
| SATORI ELECTRIC CO. LTD. | August 23, 2023 | Amend Articles to Allow Virtual Only Shareholder Meetings Corporate Governance |
Other | For | AGAINST 3 funds |
FOR 1 fund |
| SHANDONG GOLD MINING CO. LTD. | March 7, 2024 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 5 funds |
ABSTAIN 1 fund |
| SHANDONG HUALU-HENGSHENG CHEMICAL CO. LTD. | July 28, 2023 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 7 funds |
ABSTAIN 1 fund |
| SHANXI COKING COAL ENERGY GROUP CO. LTD. | December 20, 2023 | Elect Zhao Jianze as Director Director Elections |
Other | For | FOR 7 funds |
AGAINST 1 fund |
| SHELL PLC | May 21, 2024 | Approve the Shell Energy Transition Strategy Environment or Climate |
Other | For | AGAINST 2 funds |
FOR 3 funds |
| SHELL PLC | May 21, 2024 | Approve the Shell Energy Transition Strategy Environment or Climate |
Other | For | AGAINST 9 funds |
FOR 11 funds |
| SHENWAN HONGYUAN GROUP CO. LTD. | June 28, 2024 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 6 funds |
ABSTAIN 1 fund |
| SICHUAN ROAD & BRIDGE CO. LTD. | July 6, 2023 | Approve Formulation of Articles of Association (Draft) (Applicable After the Listing of GDR) Corporate Governance |
Other | For | AGAINST 7 funds |
ABSTAIN 1 fund |
| SICHUAN ROAD & BRIDGE CO. LTD. | October 30, 2023 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 7 funds |
ABSTAIN 1 fund |
| SILVERSUN TECHNOLOGIES INC. | May 30, 2024 | To approve separately a feature of the t Amended and Restated Certificate of Incorporation providing for exculpation of directors and officers to the extent permitted by the Delaware General Corporation Law. Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 1 fund |
| SILVERSUN TECHNOLOGIES INC. | May 30, 2024 | To approve the adoption of the Fifth Amended and Restated Certificate of Incorporation (the "Amended and Restated Certificate of Incorporation"), copy of the form of which is attached as Annex B to the accompanying proxy statement, which, if approved would became effective prior to and in connection with the closing of the Equity Investment (the "General Charter Proposal"). Corporate Governance |
Other | For | AGAINST 2 funds |
FOR 1 fund |
| SOUTHWEST GAS HOLDINGS INC. | May 2, 2024 | To APPROVE, the Company's Tax-Free Spin Protection Plan. Shareholder Rights and Defenses |
Other | For | AGAINST 12 funds |
FOR 13 funds |
| SSE PLC | July 20, 2023 | Approve Net Zero Transition Report Environment or Climate |
Other | For | AGAINST 12 funds |
FOR 10 funds |
| STRAUMANN HOLDING AG | April 12, 2024 | Transact Other Business (Voting) Corporate Governance |
Other | For | AGAINST 2 funds |
ABSTAIN 4 funds |
| TAMRON CO. LTD. | March 27, 2024 | Amend Articles to Adopt Board Structure with Audit Committee - Amend Provisions on Number of Directors - Authorize Directors to Execute Day to Day Operations without Full Board Approval - Authorize Board to Determine Income Allocation Corporate Governance |
Other | For | FOR 2 funds |
AGAINST 1 fund |
| TCL TECHNOLOGY GROUP CORP. | May 24, 2024 | Elect Liao Qian as Director Director Elections |
Other | For | FOR 7 funds |
AGAINST 1 fund |
| TENMA CORP. | June 26, 2024 | Amend Articles to Require Individual Compensation Disclosure for Directors Compensation |
Other | Against | FOR 3 funds |
AGAINST 1 fund |
| TOA ROAD CORP. | June 27, 2024 | Approve Additional Allocation of Income so that Final Dividend per Share Equals to 8 Percent of Net Asset per Share Capital Structure |
Other | Against | FOR 3 funds |
AGAINST 1 fund |
| TONAMI HOLDINGS CO. LTD. | June 26, 2024 | Amend Articles to Adopt Board Structure with Audit Committee - Amend Provisions on Number of Directors - Indemnify Directors - Authorize Board to Determine Income Allocation Corporate Governance |
Other | For | FOR 3 funds |
AGAINST 1 fund |
| TORIGOE CO. LTD. | March 28, 2024 | Amend Articles to Disclose Cost of Equity Capital in Corporate Governance Report Corporate Governance |
Other | Against | FOR 3 funds |
AGAINST 1 fund |
| TORIGOE CO. LTD. | March 28, 2024 | Amend Articles to Require Individual Compensation Disclosure for Directors Compensation |
Other | Against | FOR 3 funds |
AGAINST 1 fund |
| TORIGOE CO. LTD. | March 28, 2024 | Approve Additional Allocation of Income so that Final Dividend per Share Equals to JPY 45 Capital Structure |
Other | Against | FOR 3 funds |
AGAINST 1 fund |
| TORONTO-DOMINION BANK | April 18, 2024 | SP 3: Introduce Incentive Compensation for All Employees Against ESG Objectives Compensation |
Other | Against | AGAINST 12 funds |
FOR 1 fund |
| TOTALENERGIES SE | May 24, 2024 | Approve Report on Progress of Company's Sustainability and Climate Transition Plan (Advisory) Environment or Climate |
Other | For | AGAINST 6 funds |
FOR 11 funds |
| TOTALENERGIES SE | May 24, 2024 | Approve Report on Progress of Company's Sustainability and Climate Transition Plan (Advisory) Environment or Climate |
Other | For | AGAINST 2 funds |
FOR 2 funds |
| TOYO SECURITIES CO. LTD. | June 26, 2024 | Amend Articles to Add Provision on Management Plan to Improve Price to Book Value Ratio Corporate Governance |
Other | Against | FOR 2 funds |
AGAINST 1 fund |
| TOYO SECURITIES CO. LTD. | June 26, 2024 | Approve Additional Allocation of Income so that Final Dividend per Share Equals to JPY 36 Capital Structure |
Other | Against | FOR 2 funds |
AGAINST 1 fund |
| UNILEVER PLC | May 1, 2024 | Approve Climate Transition Action Plan Environment or Climate |
Other | For | AGAINST 3 funds |
FOR 1 fund |
| UNITED AIRLINES HOLDINGS INC. | May 22, 2024 | A Vote to Approve the Company's Tax Benefits Preservation Plan. Shareholder Rights and Defenses |
Other | For | AGAINST 17 funds |
FOR 18 funds |
| UPLAND SOFTWARE INC. | June 5, 2024 | To approve the Upland Software, Inc. 2024 Tax Benefit Preservation Plan. Shareholder Rights and Defenses |
Other | For | AGAINST 13 funds |
FOR 1 fund |
| VECTOR GROUP LTD. | July 26, 2023 | Advisory vote on a stockholder proposal requesting the Company to amend its governing documents to require the Chairman of the Board of Directors to be an independent director. Corporate Governance |
Other | Against | AGAINST 10 funds |
FOR 7 funds |
| VICTORIA PLC | November 13, 2023 | Accept Financial Statements and Statutory Reports Corporate Governance |
Other | For | AGAINST 4 funds |
FOR 1 fund |
| VITAL KSK HOLDINGS INC. | June 26, 2024 | Initiate Share Repurchase Program Capital Structure |
Other | Against | FOR 3 funds |
AGAINST 1 fund |
| WESTPAC BANKING CORP. | December 14, 2023 | Approve Westpac Climate Change Position Statement and Action Plan Environment or Climate |
Other | For | AGAINST 8 funds |
FOR 9 funds |
| WULIANGYE YIBIN CO. LTD. | June 28, 2024 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 5 funds |
ABSTAIN 1 fund |
| XEROX HOLDINGS CORP. | May 22, 2024 | Consider a shareholder proposal requesting a director election resignation bylaw, if properly presented at the meeting. Corporate Governance |
Other | Against | FOR 20 funds |
AGAINST 8 funds |
| YAMATO CORP. | June 18, 2024 | Approve Additional Allocation of Income so that Final Dividend per Share Equals to JPY 100 Capital Structure |
Other | Against | FOR 3 funds |
AGAINST 1 fund |
| YANKUANG ENERGY GROUP COMPANY LTD. | October 27, 2023 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 7 funds |
ABSTAIN 1 fund |
| YANKUANG ENERGY GROUP COMPANY LTD. | June 21, 2024 | Amend Articles of Association and Relevant Rules of Procedure Corporate Governance |
Other | For | AGAINST 6 funds |
ABSTAIN 1 fund |
| YODOGAWA STEEL WORKS LTD. | June 25, 2024 | Approve Additional Allocation of Income so that Dividend Equals to 6 Percent of Equity Capital Structure |
Other | Against | FOR 3 funds |
AGAINST 1 fund |
| YODOGAWA STEEL WORKS LTD. | June 25, 2024 | Cancel the Company's Treasury Shares Capital Structure |
Other | Against | FOR 3 funds |
AGAINST 1 fund |
| YUNNAN ENERGY NEW MATERIAL CO. LTD. | December 29, 2023 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 7 funds |
ABSTAIN 1 fund |
| ZHUZHOU CRRC TIMES ELECTRIC CO. LTD. | June 27, 2024 | Amend Articles of Association Corporate Governance |
Other | For | AGAINST 7 funds |
ABSTAIN 1 fund |
| ZOETIS INC. | May 22, 2024 | Shareholder proposal regarding an improvement to our director resignation policy. Corporate Governance |
Other | Against | FOR 15 funds |
AGAINST 21 funds |
| 1-800 FLOWERS.COM INC. | December 14, 2023 | To approve, on an advisory basis, the Company's executive compensation for its named executive officers. Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 8 funds |
| 1-800-FLOWERS.COM INC. | December 14, 2023 | Election of Directors: Christopher G. McCann Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 7 funds |
| 1-800-FLOWERS.COM INC. | December 14, 2023 | Election of Directors: James F. McCann Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 7 funds |
| 1STDIBS.COM INC. | May 9, 2024 | The election of two Class III directors to serve until the 2027 Annual Meeting of Stockholders or until their successors are duly elected and qualified: Lori A. Hickok Director Elections |
Board | For | WITHHOLD 11 funds |
FOR 1 fund |
| 2U INC. | May 20, 2024 | Approval, on a non-binding advisory basis, of the compensation of the Company's Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 8 funds |
| 360 SECURITY TECHNOLOGY INC. | May 10, 2024 | Elect Liu Shi'an as Director Director Elections |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| 37 INTERACTIVE ENTERTAINMENT NETWORK TECHNOLOGY GROUP CO. LTD. | May 10, 2024 | Approve to Appoint Auditor Audit-related |
Board | For | FOR 5 funds |
ABSTAIN 1 fund |
| 4D MOLECULAR THERAPEUTICS INC. | May 21, 2024 | Election of one Class I director to hold office until the 2027 Annual Meeting of Stockholders or until their successor is elected: David Kirn, M.D. Director Elections |
Board | For | WITHHOLD 11 funds |
FOR 8 funds |
| A-LIVING SMART CITY SERVICES CO. LTD. | July 20, 2023 | Elect Huang Fengchao as Director Director Elections |
Board | For | FOR 7 funds |
AGAINST 1 fund |
| A.P. MOLLER-MAERSK A/S | March 14, 2024 | Elect Allan Thygesen as New Director Director Elections |
Board | For | FOR 4 funds |
ABSTAIN 7 funds |
| A.P. MOLLER-MAERSK A/S | April 26, 2024 | Elect Robert M. Uggla as Director Director Elections |
Board | For | FOR 4 funds |
ABSTAIN 7 funds |
| AAC TECHNOLOGIES HOLDINGS INC. | May 23, 2024 | Authorize Board to Fix Directors' Fees Compensation |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| AAC TECHNOLOGIES HOLDINGS INC. | May 23, 2024 | Elect Peng Zhiyuan as Director Director Elections |
Board | For | FOR 8 funds |
AGAINST 1 fund |
| AADI BIOSCIENCE INC. | June 11, 2024 | To approve, on an advisory basis, the compensation of the named executive officers identified in the 2023 Summary Compensation Table in the "Executive Compensation" section of the proxy statement. Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| AADI BIOSCIENCE INC. | June 11, 2024 | To elect two Class I directors to serve on the Company's board of directors until the Company's 2027 annual meeting of stockholders and until their successors are duly elected and qualified, or until their earlier resignation, death or removal: Caley Castelein, M.D. Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 5 funds |
| AARON'S COMPANY INC. | May 15, 2024 | Approval, on a non-binding, advisory basis, of the Company's named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 8 funds |
| ABACUS GROUP | November 17, 2023 | Approve Grant of Performance Rights to Steven Sewell Compensation |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| ABACUS GROUP | November 17, 2023 | Approve Remuneration Report Compensation |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| ABACUS GROUP | November 17, 2023 | Elect Myra Salkinder as Director Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| ABB LTD. | March 21, 2024 | Elect Johan Forssell as Director Director Elections |
Board | For | FOR 3 funds |
AGAINST 1 fund |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.