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 |
|---|---|---|---|---|---|---|
| UOL GROUP LTD. | April 24, 2024 | Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights Capital Structure |
Board | For | AGAINST 5 funds |
FOR 1 fund |
| UPLAND SOFTWARE INC. | June 5, 2024 | Election of two Class I Directors: Stephen E. Courter Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 1 fund |
| UPLAND SOFTWARE INC. | June 5, 2024 | Election of two Class I Directors: Teresa Miles Walsh Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 1 fund |
| UPLAND SOFTWARE INC. | June 5, 2024 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 14 funds |
FOR 1 fund |
| UPSTART HOLDINGS INC. | May 29, 2024 | Election of Directors: Dave Girouard Director Elections |
Board | For | WITHHOLD 5 funds |
FOR 6 funds |
| UPSTART HOLDINGS INC. | May 29, 2024 | The approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 6 funds |
FOR 6 funds |
| URBAN ONE INC. | September 14, 2023 | Election of Class A Directors: Brian W. McNeill Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 7 funds |
| URBAN ONE INC. | September 14, 2023 | Election of Class A Directors: Terry L. Jones Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 7 funds |
| URBAN ONE INC. | September 14, 2023 | Election of Class B Directors: Alfred C. Liggins, III Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 7 funds |
| URBAN ONE INC. | September 14, 2023 | Election of Class B Directors: Catherine L. Hughes Director Elections |
Board | For | WITHHOLD 13 funds |
FOR 7 funds |
| USCB FINANCIAL HOLDINGS INC. | May 28, 2024 | Election of Directors: NOMINEES for a one-year term expiring in 2025: Ramon Abadin Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 7 funds |
| USIO INC. | July 12, 2023 | Election of Directors: Bradley Rollins (Term ending 2026) Director Elections |
Board | For | FOR 6 funds |
WITHHOLD 1 fund |
| USIO INC. | June 18, 2024 | To approve, on an advisory basis, the compensation paid to our Named Executive Officers for the year ended December 31, 2023. Say-on-Pay |
Board | For | AGAINST 1 fund |
FOR 1 fund |
| UTZ BRANDS INC. | April 25, 2024 | Election of four Class I Directors to serve on the Company's Board of Directors until the 2027 annual meeting of stockholders or until their successors are elected and qualified: John Altmeyer Director Elections |
Board | For | WITHHOLD 17 funds |
FOR 3 funds |
| UWM HOLDINGS CORP. | June 4, 2024 | Election of Directors: Melinda Wilner Director Elections |
Board | For | WITHHOLD 7 funds |
FOR 6 funds |
| UWM HOLDINGS CORP. | June 4, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 8 funds |
FOR 6 funds |
| V TECHNOLOGY CO. LTD. | June 26, 2024 | Elect Director Sugimoto, Shigeto Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| V2X INC. | May 9, 2024 | Election of Four Class I Directors: Charles L. Prow Director Elections |
Board | For | AGAINST 20 funds |
FOR 6 funds |
| V2X INC. | May 9, 2024 | Election of Four Class I Directors: Dino M. Cusumano Director Elections |
Board | For | AGAINST 20 funds |
FOR 6 funds |
| V2X INC. | May 9, 2024 | Election of Four Class I Directors: Lee E. Evangelakos Director Elections |
Board | For | AGAINST 20 funds |
FOR 6 funds |
| VAALCO ENERGY INC. | June 6, 2024 | To approve, on an advisory basis, the compensation of our named executive officers; and Say-on-Pay |
Board | For | AGAINST 5 funds |
FOR 8 funds |
| VALOR HOLDINGS CO. LTD. | June 27, 2024 | Elect Director Koike, Takayuki Director Elections |
Board | For | FOR 3 funds |
AGAINST 2 funds |
| VALUE LINE INC. | October 6, 2023 | ELECTION OF NOMINEES AS DIRECTORS: H.A. Brecher Director Elections |
Board | For | WITHHOLD 10 funds |
FOR 8 funds |
| VANDA PHARMACEUTICALS INC. | May 17, 2024 | To elect two Class III Directors: Mihael H. Polymeropoulos, M.D. Director Elections |
Board | For | AGAINST 17 funds |
FOR 7 funds |
| VARUN BEVERAGES LTD. | April 3, 2024 | Elect Naresh Trehan as Director Director Elections |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| VARUN BEVERAGES LTD. | April 3, 2024 | Reelect Raj Gandhi as Director Director Elections |
Board | For | AGAINST 3 funds |
FOR 1 fund |
| VASTNED RETAIL NV | April 25, 2024 | Reelect Ber Buschman to Supervisory Board Director Elections |
Board | For | FOR 1 fund |
AGAINST 1 fund |
| VAT GROUP AG | May 14, 2024 | Reappoint Libo Zhang as Member of the Nomination and Compensation Committee Director Elections |
Board | For | AGAINST 5 funds |
FOR 7 funds |
| VEDANTA LTD. | July 12, 2023 | Approve Reappointment and Remuneration of Navin Agarwal as Whole-Time Director Compensation |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| VEDANTA LTD. | July 12, 2023 | Reelect Priya Agarwal as Director Director Elections |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| VEDANTA LTD. | August 25, 2023 | Elect Arun Misra as Director and Approve Appointment of Arun Misra as Whole-Time Director designated as Executive Director Director Elections |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| VENTIA SERVICES GROUP LTD. | May 23, 2024 | Approve Issuance of Share Appreciation Rights and Dividend Equivalent Rights to Dean Banks Compensation |
Board | For | FOR 6 funds |
AGAINST 1 fund |
| VENTYX BIOSCIENCES INC. | June 5, 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 (the "Say-on-Pay Vote"). Say-on-Pay |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| VERACYTE INC. | June 12, 2024 | The approval of an amendment to our Veracyte, Inc. 2023 Equity Incentive Plan. Compensation |
Board | For | AGAINST 19 funds |
FOR 7 funds |
| VERITEX HOLDINGS INC. | May 15, 2024 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 6 funds |
| VERRICA PHARMACEUTICALS INC. | June 6, 2024 | Election of Directors: Ted White Director Elections |
Board | For | WITHHOLD 1 fund |
FOR 7 funds |
| VERTEX INC. | June 12, 2024 | Election of directors: Stefanie Westphal Thompson Director Elections |
Board | For | WITHHOLD 14 funds |
FOR 1 fund |
| VIANT TECHNOLOGY INC. | June 4, 2024 | To elect two Class III directors, Tim Vanderhook and Vivian Yang, to hold office until our Annual Meeting of Stockholders in 2027 and until their successors are duly elected and qualified, or until their earlier death, resignation or removal: Tim Vanderhook Director Elections |
Board | For | WITHHOLD 11 funds |
FOR 5 funds |
| VICTORIA PLC | September 29, 2023 | Re-elect Andrew Harrison as Director Director Elections |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| VICTORY CAPITAL HOLDINGS INC. | May 8, 2024 | Election of Class III Directors: David C. Brown Director Elections |
Board | For | AGAINST 18 funds |
FOR 7 funds |
| VIEMED HEALTHCARE INC. | June 6, 2024 | Election of Directors: Bruce Greenstein Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 7 funds |
| VIEMED HEALTHCARE INC. | June 6, 2024 | Election of Directors: Nitin Kaushal Director Elections |
Board | For | FOR 10 funds |
WITHHOLD 7 funds |
| VIKING THERAPEUTICS INC. | May 21, 2024 | ELECTION OF DIRECTORS FOR CLASS III (term to expire in 2027): Brian Lian, Ph.D. Director Elections |
Board | For | WITHHOLD 2 funds |
FOR 7 funds |
| VIKING THERAPEUTICS INC. | May 21, 2024 | TO APPROVE OUR 2024 EQUITY INCENTIVE PLAN. Compensation |
Board | For | AGAINST 2 funds |
FOR 7 funds |
| VILLAGE SUPER MARKET INC. | December 15, 2023 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 8 funds |
| VINCE HOLDING CORP. | June 4, 2024 | To approve, by non-binding vote, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 4 funds |
FOR 1 fund |
| VIRTRA INC. | October 23, 2023 | Election of Directors: Gregg C.E. Johnson Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 1 fund |
| VIRTRA INC. | October 23, 2023 | To hold a non-binding advisory vote on executive compensation. Say-on-Pay |
Board | For | AGAINST 10 funds |
FOR 1 fund |
| VIRTU FINANCIAL INC. | June 6, 2024 | Advisory Vote to Approve Compensation of Named Executive Officers. Say-on-Pay |
Board | For | AGAINST 18 funds |
FOR 5 funds |
| VISHAY INTERTECHNOLOGY INC. | May 21, 2024 | Election of Directors: Nominees for 3-year terms: Marc Zandman Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 11 funds |
| VITAL KSK HOLDINGS INC. | June 26, 2024 | Elect Director Katsura, Jun Director Elections |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| VIVENDI SE | April 29, 2024 | Reelect Yannick Bollore as Supervisory Board Member Director Elections |
Board | For | AGAINST 4 funds |
FOR 7 funds |
| VIZIO HOLDING CORP. | June 12, 2024 | Election of Directors: William Wang Director Elections |
Board | For | WITHHOLD 9 funds |
FOR 7 funds |
| VMWARE INC. | July 13, 2023 | Advisory vote to approve named executive officer compensation, as described in VMware's Proxy Statement. Say-on-Pay |
Board | For | AGAINST 11 funds |
FOR 8 funds |
| VMWARE INC. | July 13, 2023 | Election of Directors: Egon Durban Director Elections |
Board | For | AGAINST 10 funds |
FOR 8 funds |
| VODAFONE GROUP PLC | July 25, 2023 | Approve Remuneration Report Compensation |
Board | For | AGAINST 11 funds |
FOR 10 funds |
| VOLTRONIC POWER TECHNOLOGY CORP. | June 14, 2024 | Elect PASSUELLO FABIO, with Shareholder No. YB4492XXX, as Non-Independent Director Director Elections |
Board | For | FOR 3 funds |
AGAINST 1 fund |
| VOXX INTERNATIONAL CORP. | July 20, 2023 | To elect our board of eight directors: Beat Kahli Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 1 fund |
| VOXX INTERNATIONAL CORP. | July 20, 2023 | To elect our board of eight directors: Charles M. Stoehr Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 1 fund |
| VOXX INTERNATIONAL CORP. | July 20, 2023 | To elect our board of eight directors: Denise Waund Gibson Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 1 fund |
| VOXX INTERNATIONAL CORP. | July 20, 2023 | To elect our board of eight directors: John J. Shalam Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 1 fund |
| VOXX INTERNATIONAL CORP. | July 20, 2023 | To elect our board of eight directors: Patrick M. Lavelle Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 1 fund |
| VOXX INTERNATIONAL CORP. | July 20, 2023 | To elect our board of eight directors: Steve Downing Director Elections |
Board | For | WITHHOLD 18 funds |
FOR 1 fund |
| VOYAGER THERAPEUTICS INC. | June 5, 2024 | To elect each of the following directors to serve as a Class III director until the 2027 Annual Meeting of Stockholders and until his or her successor is duly elected and qualified: Michael Higgins Director Elections |
Board | For | WITHHOLD 17 funds |
FOR 6 funds |
| VSE CORP. | May 21, 2024 | Approval, on a non-binding advisory basis, of VSE's named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 20 funds |
FOR 7 funds |
| VSE CORP. | May 21, 2024 | Election of Directors: Anita D. Britt Director Elections |
Board | For | WITHHOLD 19 funds |
FOR 7 funds |
| VSE CORP. | May 21, 2024 | Election of Directors: Edward P. Dolanski Director Elections |
Board | For | WITHHOLD 19 funds |
FOR 7 funds |
| VSE CORP. | May 21, 2024 | Election of Directors: John E. Potter Director Elections |
Board | For | WITHHOLD 19 funds |
FOR 7 funds |
| VSE CORP. | May 21, 2024 | Election of Directors: Lloyd E. Johnson Director Elections |
Board | For | WITHHOLD 19 funds |
FOR 7 funds |
| W-SCOPE CORP. | April 25, 2024 | Elect Director Lee Junbom Director Elections |
Board | For | FOR 2 funds |
AGAINST 1 fund |
| WALGREENS BOOTS ALLIANCE INC. | January 25, 2024 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 16 funds |
FOR 17 funds |
| WALGREENS BOOTS ALLIANCE INC. | January 25, 2024 | Election of 11 directors named in the proxy statement: Bryan C. Hanson Director Elections |
Board | For | AGAINST 15 funds |
FOR 17 funds |
| WALGREENS BOOTS ALLIANCE INC. | January 25, 2024 | Election of 11 directors named in the proxy statement: Ginger L. Graham Director Elections |
Board | For | AGAINST 15 funds |
FOR 17 funds |
| WALGREENS BOOTS ALLIANCE INC. | January 25, 2024 | Election of 11 directors named in the proxy statement: John A. Lederer Director Elections |
Board | For | AGAINST 15 funds |
FOR 17 funds |
| WALGREENS BOOTS ALLIANCE INC. | January 25, 2024 | Election of 11 directors named in the proxy statement: Nancy M. Schlichting Director Elections |
Board | For | AGAINST 15 funds |
FOR 17 funds |
| WALGREENS BOOTS ALLIANCE INC. | January 25, 2024 | Election of 11 directors named in the proxy statement: Valerie B. Jarrett Director Elections |
Board | For | AGAINST 15 funds |
FOR 17 funds |
| WALMART INC. | June 5, 2024 | Election of Directors: Marissa A. Mayer Director Elections |
Board | For | AGAINST 15 funds |
FOR 21 funds |
| WALMART INC. | June 5, 2024 | Election of Directors: Randall L. Stephenson Director Elections |
Board | For | AGAINST 15 funds |
FOR 21 funds |
| WALVAX BIOTECHNOLOGY CO. LTD. | August 21, 2023 | Approve to Appoint Auditor Audit-related |
Board | For | FOR 3 funds |
ABSTAIN 1 fund |
| WANHUA CHEMICAL GROUP CO. LTD. | April 8, 2024 | Approve Payment of Remuneration to Auditors Audit-related |
Board | For | FOR 5 funds |
AGAINST 1 fund |
| WANHUA CHEMICAL GROUP CO. LTD. | April 8, 2024 | Approve to Appoint Auditor Audit-related |
Board | For | FOR 5 funds |
ABSTAIN 1 fund |
| WARBY PARKER INC. | June 7, 2024 | Election of Directors: Neil Blumenthal Director Elections |
Board | For | WITHHOLD 12 funds |
FOR 6 funds |
| WATSCO INC. | June 3, 2024 | To elect the following nominee as a Common stock director until the Annual Meeting of Shareholders in 2027 or until his successor is duly elected and qualified: Barry S. Logan: Director Elections |
Board | For | AGAINST 12 funds |
FOR 10 funds |
| WEIS MARKETS INC. | May 2, 2024 | Election of Directors: Jonathan H. Weis Director Elections |
Board | For | WITHHOLD 20 funds |
FOR 6 funds |
| WEN'S FOODSTUFF GROUP CO. LTD. | May 21, 2024 | Approve to Appoint Auditor Audit-related |
Board | For | FOR 5 funds |
ABSTAIN 1 fund |
| WESBANCO INC. | April 17, 2024 | To approve an advisory (non-binding) vote on executive compensation paid to Wesbanco's named executive officers. Say-on-Pay |
Board | For | AGAINST 21 funds |
FOR 7 funds |
| WESCO INTERNATIONAL INC. | May 23, 2024 | Elect ten Directors for a one-year term expiring in 2025: Laura K. Thompson Director Elections |
Board | For | WITHHOLD 19 funds |
FOR 8 funds |
| WESTROCK COFFEE CO. | June 6, 2024 | Election of Directors: R. Patrick Kruczek Director Elections |
Board | For | FOR 1 fund |
AGAINST 6 funds |
| WESTWOOD HOLDINGS GROUP INC. | May 1, 2024 | To approve the Tenth Amended and Restated Westwood Holdings Group, Inc. Stock Incentive Plan. Compensation |
Board | For | AGAINST 16 funds |
FOR 1 fund |
| WEYCO GROUP INC. | May 7, 2024 | Approval of the Weyco Group, Inc. 2024 Incentive Plan. Compensation |
Board | For | AGAINST 18 funds |
FOR 5 funds |
| WEYCO GROUP INC. | May 7, 2024 | Election of Directors for their respective terms: Cory L. Nettles Director Elections |
Board | For | FOR 18 funds |
WITHHOLD 5 funds |
| WEYCO GROUP INC. | May 7, 2024 | Election of Directors for their respective terms: Frederick P. Stratton, Jr. Director Elections |
Board | For | FOR 18 funds |
WITHHOLD 5 funds |
| WEYCO GROUP INC. | May 7, 2024 | Election of Directors for their respective terms: Robert Feitler Director Elections |
Board | For | FOR 18 funds |
WITHHOLD 5 funds |
| WEYCO GROUP INC. | May 7, 2024 | Election of Directors for their respective terms: Tina Chang Director Elections |
Board | For | FOR 18 funds |
WITHHOLD 5 funds |
| WH GROUP LTD. | May 9, 2024 | Elect Wan Long as Director Director Elections |
Board | For | FOR 9 funds |
AGAINST 7 funds |
| WIDEOPENWEST INC. | May 9, 2024 | Election of Directors: Teresa Elder Director Elections |
Board | For | AGAINST 13 funds |
FOR 6 funds |
| WILL SEMICONDUCTOR CO., LTD. SHANGHAI | June 25, 2024 | Approve Appointment of Auditor and Internal Control Auditor Audit-related |
Board | For | FOR 5 funds |
ABSTAIN 1 fund |
| WILLAMETTE VALLEY VINEYARDS INC. | July 15, 2023 | Election of Directors to be elected for terms expiring in 2026: James W. Bernau Director Elections |
Board | For | WITHHOLD 11 funds |
FOR 1 fund |
| WILLDAN GROUP INC. | June 13, 2024 | Approval, on a non-binding advisory basis, of our named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 20 funds |
FOR 7 funds |
| WILLIAM PENN BANCORPORATION | November 15, 2023 | Election of Directors (Three-Year Terms): Glenn Davis Director Elections |
Board | For | FOR 5 funds |
WITHHOLD 1 fund |
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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.