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 |
|---|---|---|---|---|---|---|
| ELI LILLY AND CO. | May 6, 2024 | Election of the following directors, each to serve a three-year term: J. Erik Fyrwald Director Elections |
Board | For | FOR 13 funds |
Split 13 FOR, 7 AGAINST |
| ELI LILLY AND CO. | May 6, 2024 | Ratification of the appointment of Ernst & Young LLP as the independent auditor for 2024. Audit-related |
Board | For | FOR 13 funds |
Split 21 FOR, 1 AGAINST |
| EMERSON ELECTRIC CO. | February 6, 2024 | Approval of Emerson Electric Co.'s 2024 Equity Incentive Plan. Compensation |
Board | For | FOR 16 funds |
Split 18 FOR, 1 AGAINST |
| EMERSON ELECTRIC CO. | February 6, 2024 | ELECTION OF DIRECTORS FOR TERMS ENDING IN 2027: James S. Turley Director Elections |
Board | For | FOR 16 funds |
Split 11 FOR, 7 AGAINST |
| EMPIRE STATE REALTY TRUST INC. | May 9, 2024 | Election of Directors: Grant H. Hill Director Elections |
Board | For | FOR 4 funds |
Split 3 FOR, 3 AGAINST |
| EMPIRE STATE REALTY TRUST INC. | May 9, 2024 | Election of Directors: James D. Robinson IV Director Elections |
Board | For | FOR 4 funds |
Split 3 FOR, 3 AGAINST |
| EMPIRE STATE REALTY TRUST INC. | May 9, 2024 | Election of Directors: Patricia S. Han Director Elections |
Board | For | FOR 4 funds |
Split 3 FOR, 3 AGAINST |
| EMPIRE STATE REALTY TRUST INC. | May 9, 2024 | Election of Directors: R. Paige Hood Director Elections |
Board | For | FOR 4 funds |
Split 3 FOR, 3 AGAINST |
| EMPIRE STATE REALTY TRUST INC. | May 9, 2024 | Election of Directors: S. Michael Giliberto Director Elections |
Board | For | FOR 4 funds |
Split 3 FOR, 3 AGAINST |
| EMPIRE STATE REALTY TRUST INC. | May 9, 2024 | Election of Directors: Steven J. Gilbert Director Elections |
Board | For | FOR 4 funds |
Split 3 FOR, 3 AGAINST |
| EMPIRE STATE REALTY TRUST INC. | May 9, 2024 | Election of Directors: Thomas J. DeRosa Director Elections |
Board | For | FOR 4 funds |
Split 3 FOR, 3 AGAINST |
| EMS-CHEMIE HOLDING AG | August 12, 2023 | Elect Bernhard Merki as Director, Board Chair, and Member of the Compensation Committee Director Elections |
Board | For | AGAINST 4 funds |
Split 3 FOR, 3 AGAINST |
| EMS-CHEMIE HOLDING AG | August 12, 2023 | Elect Joachim Streu as Director and Member of the Compensation Committee Director Elections |
Board | For | FOR 4 funds |
Split 3 FOR, 3 AGAINST |
| EN JAPAN INC. | June 26, 2024 | Elect Director Suzuki, Takatsugu Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| ENANTA PHARMACEUTICALS INC. | March 6, 2024 | To approve an amendment to our 2019 Equity Incentive Plan. Compensation |
Board | For | AGAINST 5 funds |
Split 5 FOR, 2 AGAINST |
| ENCORE WIRE CORP. | May 7, 2024 | Election of Directors: William R. Thomas Director Elections |
Board | For | FOR 20 funds |
Split 3 FOR, 3 WITHHOLD |
| ENCORE WIRE CORP. | June 26, 2024 | The Compensation Proposal. To consider and approve, by advisory (non-binding) vote, compensation that will or may become payable by the Company to its named executive officers in connection with the merger contemplated by the Merger Agreement. Say-on-Pay |
Board | For | AGAINST 20 funds |
Split 3 FOR, 3 AGAINST |
| ENEOS HOLDINGS INC. | June 26, 2024 | Elect Director Miyata, Tomohide Director Elections |
Board | For | FOR 5 funds |
Split 4 FOR, 4 AGAINST |
| ENEOS HOLDINGS INC. | June 26, 2024 | Elect Director and Audit Committee Member Tochinoki, Mayumi Director Elections |
Board | For | AGAINST 5 funds |
Split 4 FOR, 4 AGAINST |
| ENEOS HOLDINGS INC. | June 26, 2024 | Elect Director and Audit Committee Member Toyoda, Akiko Director Elections |
Board | For | AGAINST 5 funds |
Split 4 FOR, 4 AGAINST |
| ENERGIZER HOLDINGS INC. | January 29, 2024 | Election of Directors: Robert V. Vitale Director Elections |
Board | For | FOR 13 funds |
Split 4 FOR, 2 AGAINST |
| ENERGY VAULT HOLDINGS INC. | May 24, 2024 | Election of Class III members of the Board of Directors: Bill Gross Director Elections |
Board | For | WITHHOLD 3 funds |
Split 5 FOR, 2 WITHHOLD |
| ENERPAC TOOL GROUP CORP. | January 25, 2024 | Advisory vote to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 17 funds |
Split 4 FOR, 2 AGAINST |
| ENERSYS | August 3, 2023 | Elect four (4) Class I director nominees: Caroline Chan Director Elections |
Board | For | FOR 19 funds |
Split 5 FOR, 5 AGAINST |
| ENERSYS | August 3, 2023 | Elect four (4) Class I director nominees: Rudolph Wynter Director Elections |
Board | For | FOR 19 funds |
Split 5 FOR, 5 AGAINST |
| ENERSYS | August 3, 2023 | Elect four (4) Class I director nominees: Steven M. Fludder Director Elections |
Board | For | FOR 19 funds |
Split 5 FOR, 5 AGAINST |
| ENETI INC. | December 29, 2023 | Approve Merger Agreement Extraordinary Transactions |
Board | For | FOR 8 funds |
Split 6 FOR, 1 ABSTAIN |
| ENFUSION INC. | June 13, 2024 | Election of Class III Directors: Jan R. Hauser Director Elections |
Board | For | WITHHOLD 11 funds |
Split 4 FOR, 2 WITHHOLD |
| ENGAGESMART INC. | January 23, 2024 | To adopt the Agreement and Plan of Merger (as it may be amended, supplemented or modified from time to time, the ''Merger Agreement''), dated as of October 23, 2023, by and among EngageSmart, Inc. (''EngageSmart''), Icefall Parent, LLC (''Parent'') and Icefall Merger Sub, Inc. (''Merger Sub''), pursuant to which Merger Sub will merge with and into EngageSmart, with EngageSmart surviving as a wholly owned subsidiary of Parent (the ''Merger''). Extraordinary Transactions |
Board | For | FOR 11 funds |
Split 4 FOR, 3 ABSTAIN |
| ENGIE SA | April 30, 2024 | Reelect Fabrice Bregier as Director Director Elections |
Board | For | FOR 4 funds |
Split 3 FOR, 3 AGAINST |
| ENN NATURAL GAS CO. LTD. | June 27, 2024 | Approve Appointment of Auditor Audit-related |
Board | For | FOR 6 funds |
Split 1 FOR, 1 ABSTAIN |
| ENNIS INC. | July 13, 2023 | Election of Directors: Aaron Carter Director Elections |
Board | For | FOR 19 funds |
Split 5 FOR, 2 AGAINST |
| ENOVA INTERNATIONAL INC. | May 8, 2024 | To approve the Enova International, Inc. Fourth Amended and Restated 2014 Long-Term Incentive Plan. Compensation |
Board | For | FOR 20 funds |
Split 3 FOR, 2 AGAINST |
| ENOVIS CORP. | May 20, 2024 | Election of Directors: A. Clayton Perfall Director Elections |
Board | For | FOR 20 funds |
Split 7 FOR, 1 AGAINST |
| ENOVIS CORP. | May 20, 2024 | Election of Directors: Angela S. Lalor Director Elections |
Board | For | FOR 20 funds |
Split 7 FOR, 1 AGAINST |
| ENOVIS CORP. | May 20, 2024 | Election of Directors: Barbara W. Bodem Director Elections |
Board | For | FOR 20 funds |
Split 7 FOR, 1 AGAINST |
| ENOVIS CORP. | May 20, 2024 | Election of Directors: Brady Shirley Director Elections |
Board | For | FOR 20 funds |
Split 7 FOR, 1 AGAINST |
| ENOVIS CORP. | May 20, 2024 | Election of Directors: Christine Ortiz Director Elections |
Board | For | FOR 20 funds |
Split 7 FOR, 1 AGAINST |
| ENOVIS CORP. | May 20, 2024 | Election of Directors: Liam J. Kelly Director Elections |
Board | For | FOR 20 funds |
Split 7 FOR, 1 AGAINST |
| ENOVIS CORP. | May 20, 2024 | Election of Directors: Philip A. Okala Director Elections |
Board | For | FOR 20 funds |
Split 7 FOR, 1 AGAINST |
| ENOVIS CORP. | May 20, 2024 | Election of Directors: Rajiv Vinnakota Director Elections |
Board | For | FOR 20 funds |
Split 7 FOR, 1 AGAINST |
| ENOVIS CORP. | May 20, 2024 | Election of Directors: Sharon Wienbar Director Elections |
Board | For | FOR 20 funds |
Split 7 FOR, 1 AGAINST |
| ENPHASE ENERGY INC. | May 15, 2024 | To elect our two nominees for director named below to hold office as members of the Board of Directors until the 2027 Annual Meeting of the Stockholders: Badrinarayanan Kothandaraman Director Elections |
Board | For | FOR 15 funds |
Split 3 FOR, 1 WITHHOLD |
| ENSTAR GROUP LTD. | June 6, 2024 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 20 funds |
Split 4 FOR, 3 AGAINST |
| ENTAIN PLC | April 24, 2024 | Authorise Issue of Equity without Pre-emptive Rights Capital Structure |
Board | For | FOR 8 funds |
Split 10 FOR, 1 ABSTAIN |
| ENTAIN PLC | April 24, 2024 | Elect Ronald Kramer as Director Director Elections |
Board | For | FOR 8 funds |
Split 6 FOR, 4 AGAINST |
| ENTERGY CORP. | May 3, 2024 | Election of Directors: Stuart L. Levenick Director Elections |
Board | For | FOR 8 funds |
Split 20 FOR, 1 AGAINST |
| ENTERGY CORP. | May 3, 2024 | Ratification of the Appointment of Deloitte & Touche LLP as Entergy's Independent Registered Public Accountants for 2024. Audit-related |
Board | For | FOR 8 funds |
Split 20 FOR, 1 AGAINST |
| ENTRAVISION COMMUNICATIONS CORP. | May 30, 2024 | To approve an amendment and restatement of the Entravision Communications Corporation 2004 Equity Incentive Plan, as previously amended, to, among other things, increase the number of shares of the Company's Class A common stock authorized for issuance thereunder by 7,500,000 shares. Compensation |
Board | For | FOR 20 funds |
Split 4 FOR, 2 AGAINST |
| ENVELA CORP. | June 28, 2024 | The election as directors of all nominees listed: Jim R. Ruth Director Elections |
Board | For | WITHHOLD 7 funds |
Split 5 FOR, 1 WITHHOLD |
| EPAM SYSTEMS INC. | May 31, 2024 | Election of Directors: DeAnne Aguirre Director Elections |
Board | For | FOR 15 funds |
Split 18 FOR, 1 AGAINST |
| EPAM SYSTEMS INC. | May 31, 2024 | Election of Directors: Robert E. Segert Director Elections |
Board | For | FOR 15 funds |
Split 16 FOR, 3 AGAINST |
| EPR PROPERTIES | May 29, 2024 | Election of Trustees: James B. Connor Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 5 AGAINST |
| EQRX INC. | November 8, 2023 | To adopt the Agreement and Plan of Merger, dated July 31, 2023 (as it may be amended from time to time) (the "merger agreement"), by and among EQRX, Inc. ("EQRX"), Revolution Medicines, Inc. ("Revolution Medicines"), Equinox Merger Sub I, Inc., a wholly owned subsidiary of Revolution Medicines and Equinox Merger Sub LLC, a wholly owned subsidiary of Revolution Medicines (the "EQRX merger agreement proposal"). Extraordinary Transactions |
Board | For | FOR 11 funds |
Split 3 FOR, 3 ABSTAIN |
| EQT CORP. | April 17, 2024 | Election of 11 Directors: Dr. Kathryn J. Jackson Director Elections |
Board | For | FOR 14 funds |
Split 19 FOR, 1 AGAINST |
| EQUINIX INC. | May 23, 2024 | Approval, by a non-binding advisory vote, of the compensation of our named executive officers Say-on-Pay |
Board | For | FOR 6 funds |
Split 13 FOR, 9 AGAINST |
| EQUITY BANCSHARES INC. | April 23, 2024 | Advisory vote to approve the compensation paid to the named executive officers of the Company. Say-on-Pay |
Board | For | AGAINST 21 funds |
Split 4 FOR, 2 AGAINST |
| EQUITY BANCSHARES INC. | April 23, 2024 | Approval of the First Amendment to the Equity Bancshares, Inc. 2022 Omnibus Equity Incentive Plan to increase the number of shares available for issuance under the plan. Compensation |
Board | For | AGAINST 20 funds |
Split 4 FOR, 2 AGAINST |
| EQUITY BANCSHARES INC. | April 23, 2024 | Election of Directors: Class II: Brad S. Elliott Director Elections |
Board | For | AGAINST 20 funds |
Split 4 FOR, 2 AGAINST |
| EQUITY BANCSHARES INC. | April 23, 2024 | Election of Directors: Class II: Gregory H. Kossover Director Elections |
Board | For | AGAINST 20 funds |
Split 4 FOR, 2 AGAINST |
| EQUITY BANCSHARES INC. | April 23, 2024 | Election of Directors: Class II: Junetta M. Everett Director Elections |
Board | For | AGAINST 20 funds |
Split 4 FOR, 2 AGAINST |
| EQUITY BANCSHARES INC. | April 23, 2024 | Election of Directors: Class II: Kevin E. Cook Director Elections |
Board | For | AGAINST 20 funds |
Split 4 FOR, 2 AGAINST |
| EQUITY COMMONWEALTH | June 18, 2024 | To approve, on a non-binding advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 3 FOR, 3 AGAINST |
| EQUITY RESIDENTIAL | June 20, 2024 | Approval of Executive Compensation. Say-on-Pay |
Board | For | FOR 6 funds |
Split 21 FOR, 1 AGAINST |
| EQUITY RESIDENTIAL | June 20, 2024 | Election of Trustees: Linda Walker Bynoe Director Elections |
Board | For | FOR 5 funds |
Split 13 FOR, 8 WITHHOLD |
| EQUITY RESIDENTIAL | June 20, 2024 | Election of Trustees: Mark S. Shapiro Director Elections |
Board | For | FOR 5 funds |
Split 21 FOR, 1 WITHHOLD |
| EQUITY RESIDENTIAL | June 20, 2024 | Ratification of the selection of Ernst & Young LLP as the Company's independent registered public accounting firm for 2024. Audit-related |
Board | For | FOR 5 funds |
Split 21 FOR, 1 AGAINST |
| ERASCA INC. | June 20, 2024 | To elect two directors to serve as Class III directors for a three-year term expiring at the 2027 Annual Meeting of Stockholders and until their respective successors shall have been duly elected and qualified: Jean I. Liu, J.D. Director Elections |
Board | For | WITHHOLD 9 funds |
Split 4 FOR, 2 WITHHOLD |
| ESCO TECHNOLOGIES INC. | February 7, 2024 | Election of Directors: Janice L. Hess Director Elections |
Board | For | FOR 21 funds |
Split 4 FOR, 2 WITHHOLD |
| ESR GROUP LTD. | May 31, 2024 | Authorize Board to Fix Remuneration of Directors Compensation |
Board | For | FOR 9 funds |
Split 4 FOR, 3 AGAINST |
| ESSA BANCORP INC. | March 7, 2024 | Election of Directors: Philip H. Hosbach, IV for a three-year term to expire in 2027 Director Elections |
Board | For | FOR 16 funds |
Split 5 FOR, 2 WITHHOLD |
| ESSENT GROUP LTD | May 1, 2024 | Election of Directors: Aditya Dutt Director Elections |
Board | For | FOR 19 funds |
Split 4 FOR, 4 WITHHOLD |
| ESSENT GROUP LTD | May 1, 2024 | Election of Directors: Henna Karna Director Elections |
Board | For | FOR 19 funds |
Split 4 FOR, 4 WITHHOLD |
| ESSENT GROUP LTD | May 1, 2024 | Election of Directors: Roy J. Kasmar Director Elections |
Board | For | FOR 19 funds |
Split 4 FOR, 4 WITHHOLD |
| ESSENT GROUP LTD. | May 1, 2024 | PROVIDE A NON-BINDING, ADVISORY VOTE ON OUR EXECUTIVE COMPENSATION. Say-on-Pay |
Board | For | AGAINST 20 funds |
Split 4 FOR, 4 AGAINST |
| ESSEX PROPERTY TRUST INC. | May 14, 2024 | Advisory vote to approve the Company's named executive officer compensation. Say-on-Pay |
Board | For | FOR 6 funds |
Split 20 FOR, 1 AGAINST |
| ESSEX PROPERTY TRUST INC. | May 14, 2024 | Ratification of the appointment of KPMG LLP as the independent registered public accounting firm for the Company for the year ending December 31, 2024. Audit-related |
Board | For | FOR 5 funds |
Split 20 FOR, 1 AGAINST |
| ESSILORLUXOTTICA SA | April 30, 2024 | Approve Compensation Report of Corporate Officers Compensation |
Board | For | AGAINST 2 funds |
Split 5 FOR, 5 AGAINST |
| ESSILORLUXOTTICA SA | April 30, 2024 | Approve Remuneration Policy of Chairman and CEO Compensation |
Board | For | AGAINST 2 funds |
Split 5 FOR, 5 AGAINST |
| ESSILORLUXOTTICA SA | April 30, 2024 | Approve Remuneration Policy of Vice-CEO Compensation |
Board | For | AGAINST 2 funds |
Split 5 FOR, 5 AGAINST |
| ESSILORLUXOTTICA SA | April 30, 2024 | Elect Romolo Bardin as Director Director Elections |
Board | For | FOR 2 funds |
Split 10 FOR, 1 AGAINST |
| ESTEE LAUDER COMPANIES INC. | November 17, 2023 | Advisory vote to approve executive compensation. Say-on-Pay |
Board | For | AGAINST 14 funds |
Split 5 FOR, 16 AGAINST |
| ESTEE LAUDER COMPANIES INC. | November 17, 2023 | Election of five (5) Class II Directors: Angela Wei Dong Director Elections |
Board | For | WITHHOLD 13 funds |
Split 12 FOR, 11 WITHHOLD |
| ESTEE LAUDER COMPANIES INC. | November 17, 2023 | Election of five (5) Class II Directors: Charlene Barshefsky Director Elections |
Board | For | WITHHOLD 13 funds |
Split 9 FOR, 14 WITHHOLD |
| ESTEE LAUDER COMPANIES INC. | November 17, 2023 | Election of five (5) Class II Directors: Fabrizio Freda Director Elections |
Board | For | WITHHOLD 13 funds |
Split 22 FOR, 2 WITHHOLD |
| ESTEE LAUDER COMPANIES INC. | November 17, 2023 | Election of five (5) Class II Directors: Gary M. Lauder Director Elections |
Board | For | WITHHOLD 13 funds |
Split 22 FOR, 2 WITHHOLD |
| ESTEE LAUDER COMPANIES INC. | November 17, 2023 | Election of five (5) Class II Directors: Jane Lauder Director Elections |
Board | For | WITHHOLD 13 funds |
Split 22 FOR, 2 WITHHOLD |
| ETSY INC. | June 13, 2024 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 14 funds |
Split 7 FOR, 12 AGAINST |
| ETSY INC. | June 13, 2024 | Approval of the Etsy, Inc. 2024 Equity Incentive Plan. Compensation |
Board | For | AGAINST 13 funds |
Split 18 FOR, 2 AGAINST |
| ETSY INC. | June 13, 2024 | Election of Directors to serve until our 2027 Annual Meeting of Stockholders: Gary S. Briggs Director Elections |
Board | For | AGAINST 13 funds |
Split 9 FOR, 10 AGAINST |
| ETSY INC. | June 13, 2024 | Election of Directors to serve until our 2027 Annual Meeting of Stockholders: Marla Blow Director Elections |
Board | For | AGAINST 13 funds |
Split 9 FOR, 10 AGAINST |
| ETSY INC. | June 13, 2024 | Election of Directors to serve until our 2027 Annual Meeting of Stockholders: Melissa Reiff Director Elections |
Board | For | AGAINST 13 funds |
Split 9 FOR, 10 AGAINST |
| EURAZEO SE | May 7, 2024 | Approve Compensation Report of Corporate Officers Compensation |
Board | For | AGAINST 3 funds |
Split 3 FOR, 3 AGAINST |
| EURAZEO SE | May 7, 2024 | Approve Compensation of Christophe Baviere, Management Board Member Compensation |
Board | For | FOR 3 funds |
Split 3 FOR, 3 AGAINST |
| EURAZEO SE | May 7, 2024 | Approve Compensation of William Kadouch-Chassaing, Management Board Member Compensation |
Board | For | FOR 3 funds |
Split 3 FOR, 3 AGAINST |
| EURAZEO SE | May 7, 2024 | Approve Remuneration Policy of Management Board Members Compensation |
Board | For | AGAINST 3 funds |
Split 3 FOR, 3 AGAINST |
| EUROFINS SCIENTIFIC SE | April 25, 2024 | Approve Remuneration Report Compensation |
Board | For | AGAINST 2 funds |
Split 2 FOR, 4 AGAINST |
| EUROFINS SCIENTIFIC SE | April 25, 2024 | Reelect Evie Roos as Non-Executive Director Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 6 AGAINST |
| EUROFINS SCIENTIFIC SE | April 25, 2024 | Reelect Pascal Rakovsky as Non-Executive Director Director Elections |
Board | For | FOR 2 funds |
Split 4 FOR, 2 AGAINST |
| EUROFINS SCIENTIFIC SE | April 25, 2024 | Reelect Patrizia Luchetta as Non-Executive Director Director Elections |
Board | For | FOR 2 funds |
Split 1 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.