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 |
|---|---|---|---|---|---|---|
| EURONET WORLDWIDE INC. | May 16, 2024 | Election of Class III Directors: Paul S. Althasen Director Elections |
Board | For | FOR 13 funds |
Split 3 FOR, 6 WITHHOLD |
| EURONEXT NV | May 15, 2024 | Approve Remuneration Report Compensation |
Board | For | AGAINST 2 funds |
Split 1 FOR, 7 AGAINST |
| EVANS BANCORP INC. | May 7, 2024 | Election of Directors: Christina P. Orsi Director Elections |
Board | For | FOR 15 funds |
Split 5 FOR, 2 WITHHOLD |
| EVANS BANCORP INC. | May 7, 2024 | Election of Directors: Kimberley A. Minkel Director Elections |
Board | For | FOR 15 funds |
Split 5 FOR, 2 WITHHOLD |
| EVERCORE INC. | June 18, 2024 | Approval of the Third Amended and Restated 2016 Evercore Inc. Stock Incentive Plan. Compensation |
Board | For | AGAINST 13 funds |
Split 2 FOR, 4 AGAINST |
| EVEREST GROUP LTD. | May 15, 2024 | For the approval, by non-binding advisory vote, of the 2023 compensation paid to the NEOs. Say-on-Pay |
Board | For | FOR 18 funds |
Split 13 FOR, 9 AGAINST |
| EVERI HOLDINGS INC. | May 22, 2024 | Election of three Class I Directors: Atul Bali Director Elections |
Board | For | FOR 9 funds |
Split 4 FOR, 2 WITHHOLD |
| EVERI HOLDINGS INC. | May 22, 2024 | Election of three Class I Directors: Paul W. Finch, Jr. Director Elections |
Board | For | FOR 9 funds |
Split 4 FOR, 2 WITHHOLD |
| EVERQUOTE INC. | June 6, 2024 | Election of Directors: David Blundin Director Elections |
Board | For | WITHHOLD 11 funds |
Split 2 FOR, 6 WITHHOLD |
| EVERQUOTE INC. | June 6, 2024 | Election of Directors: George Neble Director Elections |
Board | For | WITHHOLD 11 funds |
Split 6 FOR, 2 WITHHOLD |
| EVERQUOTE INC. | June 6, 2024 | Election of Directors: John Shields Director Elections |
Board | For | WITHHOLD 11 funds |
Split 6 FOR, 2 WITHHOLD |
| EVERQUOTE INC. | June 6, 2024 | Election of Directors: Paul Deninger Director Elections |
Board | For | WITHHOLD 11 funds |
Split 6 FOR, 2 WITHHOLD |
| EVERQUOTE INC. | June 6, 2024 | Election of Directors: Sanju Bansal Director Elections |
Board | For | WITHHOLD 11 funds |
Split 6 FOR, 2 WITHHOLD |
| EVERSOURCE ENERGY | May 1, 2024 | Consider an advisory proposal approving the compensation of our Named Executive Officers. Say-on-Pay |
Board | Not determined | FOR 12 funds |
Split 21 FOR, 1 AGAINST |
| EVERSOURCE ENERGY | May 1, 2024 | Election of Trustees: Cotton M. Cleveland Director Elections |
Board | Not determined | FOR 11 funds |
Split 20 FOR, 2 AGAINST |
| EVERSOURCE ENERGY | May 1, 2024 | Election of Trustees: Joseph R. Nolan, Jr. Director Elections |
Board | Not determined | FOR 11 funds |
Split 21 FOR, 1 AGAINST |
| EVERSOURCE ENERGY | May 1, 2024 | Ratify the selection of Deloitte & Touche LLP as our independent registered public accounting firm for 2024. Audit-related |
Board | Not determined | FOR 11 funds |
Split 21 FOR, 1 AGAINST |
| EVERTEC INC. | May 23, 2024 | Advisory vote on executive compensation. Say-on-Pay |
Board | For | AGAINST 15 funds |
Split 3 FOR, 3 AGAINST |
| EVERTEC INC. | May 23, 2024 | Election of directors: Aldo J. Polak Director Elections |
Board | For | FOR 14 funds |
Split 3 FOR, 3 AGAINST |
| EVERTEC INC. | May 23, 2024 | Election of directors: Brian J. Smith Director Elections |
Board | For | FOR 14 funds |
Split 3 FOR, 3 AGAINST |
| EVERTEC INC. | May 23, 2024 | Election of directors: Frank G. D'Angelo Director Elections |
Board | For | FOR 14 funds |
Split 3 FOR, 3 AGAINST |
| EVERTEC INC. | May 23, 2024 | Election of directors: Kelly Barrett Director Elections |
Board | For | FOR 14 funds |
Split 3 FOR, 3 AGAINST |
| EVOLUS INC. | June 6, 2024 | Election of Class III directors for a three-year term: Vikram Malik Director Elections |
Board | For | WITHHOLD 2 funds |
Split 4 FOR, 2 WITHHOLD |
| EVOLUS INC. | June 6, 2024 | The approval of the Evolus Inc. 2024 Employee Stock Purchase Plan. Compensation |
Board | For | AGAINST 2 funds |
Split 2 FOR, 3 AGAINST |
| EVONIK INDUSTRIES AG | June 4, 2024 | Approve Remuneration Report Compensation |
Board | For | AGAINST 3 funds |
Split 3 FOR, 3 AGAINST |
| EXCELERATE ENERGY INC. | June 6, 2024 | Election of Directors: Paul T. Hanrahan Director Elections |
Board | For | FOR 12 funds |
Split 3 FOR, 5 WITHHOLD |
| EXEDY CORP. | June 24, 2024 | Elect Director Yoshida, Moritaka Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| EXEDY CORP. | June 24, 2024 | Elect Director Yoshinaga, Tetsuya Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| EXELON CORP. | April 30, 2024 | Election of Directors: John Young Director Elections |
Board | For | FOR 11 funds |
Split 19 FOR, 1 AGAINST |
| EXELON CORP. | April 30, 2024 | Ratification of PricewaterhouseCoopers LLP as Exelon's Independent Auditor for 2024. Audit-related |
Board | For | FOR 11 funds |
Split 19 FOR, 1 AGAINST |
| EXEO GROUP INC. | June 26, 2024 | Elect Director Kajimura, Keigo Director Elections |
Board | For | FOR 6 funds |
Split 1 FOR, 1 AGAINST |
| EXP WORLD HOLDINGS INC. | May 13, 2024 | Election of Directors: Peggie Pelosi Director Elections |
Board | For | AGAINST 5 funds |
Split 3 FOR, 3 AGAINST |
| EXPEDIA GROUP INC. | June 25, 2024 | Election of Directors: Alex von Furstenberg Director Elections |
Board | For | FOR 16 funds |
Split 10 FOR, 9 WITHHOLD |
| EXPEDIA GROUP INC. | June 25, 2024 | Election of Directors: Alexandr Wang* Director Elections |
Board | For | FOR 16 funds |
Split 10 FOR, 9 WITHHOLD |
| EXPEDIA GROUP INC. | June 25, 2024 | Election of Directors: Barry Diller Director Elections |
Board | For | WITHHOLD 16 funds |
Split 18 FOR, 2 WITHHOLD |
| EXPEDIA GROUP INC. | June 25, 2024 | Election of Directors: Beverly Anderson Director Elections |
Board | For | FOR 16 funds |
Split 10 FOR, 9 WITHHOLD |
| EXPEDIA GROUP INC. | June 25, 2024 | Election of Directors: Chelsea Clinton Director Elections |
Board | For | FOR 16 funds |
Split 10 FOR, 9 WITHHOLD |
| EXPEDIA GROUP INC. | June 25, 2024 | Election of Directors: Craig Jacobson Director Elections |
Board | For | FOR 16 funds |
Split 8 FOR, 11 WITHHOLD |
| EXPEDIA GROUP INC. | June 25, 2024 | Election of Directors: Dara Khosrowshahi Director Elections |
Board | For | WITHHOLD 16 funds |
Split 3 FOR, 17 WITHHOLD |
| EXPEDIA GROUP INC. | June 25, 2024 | Election of Directors: Henrique Dubugras* Director Elections |
Board | For | FOR 16 funds |
Split 10 FOR, 9 WITHHOLD |
| EXPEDIA GROUP INC. | June 25, 2024 | Election of Directors: M. Moina Banerjee* Director Elections |
Board | For | FOR 16 funds |
Split 10 FOR, 9 WITHHOLD |
| EXPEDIA GROUP INC. | June 25, 2024 | Election of Directors: Patricia Menendez Cambo* Director Elections |
Board | For | FOR 16 funds |
Split 10 FOR, 9 WITHHOLD |
| EXPEDITORS INT'L OF WASHINGTON INC. | May 7, 2024 | Advisory Vote to Approve Named Executive Officer Compensation Say-on-Pay |
Board | For | AGAINST 17 funds |
Split 22 FOR, 1 AGAINST |
| EXPEDITORS INT'L OF WASHINGTON INC. | May 7, 2024 | Ratification of Independent Registered Public Accounting Firm Audit-related |
Board | For | FOR 16 funds |
Split 22 FOR, 1 AGAINST |
| EXTREME NETWORKS INC. | November 8, 2023 | Approve an amendment and restatement of the Extreme Networks, Inc. 2013 Equity Incentive plan to, among other things, add 5,000,000 shares of our common stock to those reserved for issuance under the plan; and Compensation |
Board | For | FOR 14 funds |
Split 3 FOR, 3 AGAINST |
| EXXON MOBIL CORP. | May 29, 2024 | Election of Directors: Joseph L. Hooley Director Elections |
Board | For | FOR 14 funds |
Split 14 FOR, 8 AGAINST |
| EYEPOINT PHARMACEUTICALS INC. | June 20, 2024 | Election of Directors: Goran Ando, M.D. Director Elections |
Board | For | FOR 1 fund |
Split 5 FOR, 2 WITHHOLD |
| EYEPOINT PHARMACEUTICALS INC. | June 20, 2024 | To approve an amendment to the EyePoint Pharmaceuticals, Inc. 2023 Long-Term Incentive Plan to (i) increase the number of shares of common stock authorized for issuance thereunder by 4,000,000 shares and (ii) increase the individual non-employee director compensation limit contained therein to $850,000 for ongoing directors in any calendar year and $1,100,000 for new directors in any calendar year. Compensation |
Board | For | AGAINST 1 fund |
Split 4 FOR, 3 AGAINST |
| EZAKI GLICO CO. LTD. | March 26, 2024 | Elect Director Ezaki, Etsuro Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 1 AGAINST |
| EZAKI GLICO CO. LTD. | March 26, 2024 | Elect Director Ezaki, Katsuhisa Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 1 AGAINST |
| EZAKI GLICO CO. LTD. | March 26, 2024 | Elect Director Hara, Joji Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 1 AGAINST |
| EZAKI GLICO CO. LTD. | March 26, 2024 | Elect Director Kato, Takatoshi Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 1 AGAINST |
| EZAKI GLICO CO. LTD. | March 26, 2024 | Elect Director Masuda, Tetsuo Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 1 AGAINST |
| FABRINET | December 12, 2023 | Election of Directors: Thomas F. Kelly Director Elections |
Board | For | FOR 17 funds |
Split 3 FOR, 4 WITHHOLD |
| FACTSET RESEARCH SYSTEMS INC. | December 14, 2023 | To vote on a non-binding advisory resolution to approve the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 15 funds |
Split 20 FOR, 1 AGAINST |
| FAIR ISAAC CORP. | February 14, 2024 | To approve the advisory (non-binding) resolution relating to the named executive officer compensation as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 12 funds |
Split 2 FOR, 19 AGAINST |
| FANCL CORP. | June 22, 2024 | Elect Director Shimada, Kazuyuki Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| FANCL CORP. | June 22, 2024 | Elect Director Tsuboi, Junko Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| FARO TECHNOLOGIES INC. | June 13, 2024 | Election of Directors: Jeroen van Rotterdam Director Elections |
Board | For | FOR 17 funds |
Split 6 FOR, 2 WITHHOLD |
| FARO TECHNOLOGIES INC. | June 13, 2024 | Election of Directors: John Donofrio Director Elections |
Board | For | FOR 17 funds |
Split 6 FOR, 2 WITHHOLD |
| FAST RETAILING CO. LTD. | November 30, 2023 | Elect Director Hattori, Nobumichi Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 4 AGAINST |
| FAST RETAILING CO. LTD. | November 30, 2023 | Elect Director Shintaku, Masaaki Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 4 AGAINST |
| FAST RETAILING CO. LTD. | November 30, 2023 | Elect Director Yanai, Tadashi Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 4 AGAINST |
| FASTENAL CO. | April 25, 2024 | Approval, by non-binding vote, of executive compensation. Say-on-Pay |
Board | For | FOR 17 funds |
Split 22 FOR, 1 AGAINST |
| FASTENAL CO. | April 25, 2024 | Ratification of the appointment of KPMG LLP as independent registered public accounting firm for the 2024 fiscal year. Audit-related |
Board | For | FOR 16 funds |
Split 22 FOR, 1 AGAINST |
| FASTLY INC. | June 12, 2024 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 16 funds |
Split 8 FOR, 1 AGAINST |
| FASTLY INC. | June 12, 2024 | To elect each of the Board's three nominees for director named in the accompanying proxy statement, to serve as a Class II member of the Board of Directors until the 2027 annual meeting of stockholders: David Hornik Director Elections |
Board | For | WITHHOLD 15 funds |
Split 4 FOR, 4 WITHHOLD |
| FATE THERAPEUTICS INC. | June 7, 2024 | Election of Class II Directors: Michael Lee Director Elections |
Board | For | FOR 12 funds |
Split 4 FOR, 3 WITHHOLD |
| FATE THERAPEUTICS INC. | June 7, 2024 | Election of Class II Directors: William H. Rastetter, Ph.D. Director Elections |
Board | For | FOR 12 funds |
Split 4 FOR, 3 WITHHOLD |
| FATE THERAPEUTICS INC. | June 7, 2024 | Election of Class II Directors: Yuan Xu, Ph.D. Director Elections |
Board | For | WITHHOLD 12 funds |
Split 4 FOR, 3 WITHHOLD |
| FATE THERAPEUTICS INC. | June 7, 2024 | To approve the amendment and restatement of the Company's 2022 Stock Option and Incentive Plan to increase the number of shares of common stock reserved for issuance thereunder. Compensation |
Board | For | AGAINST 12 funds |
Split 7 FOR, 1 AGAINST |
| FATE THERAPEUTICS INC. | June 7, 2024 | To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy statement. Say-on-Pay |
Board | For | AGAINST 13 funds |
Split 3 FOR, 4 AGAINST |
| FEDEX CORP. | September 21, 2023 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | FOR 16 funds |
Split 17 FOR, 2 AGAINST |
| FERGUSON PLC | May 30, 2024 | RESOLVED, that, on an advisory basis, the board of directors (the "New TopCo Board") of Ferguson Enterprises Inc. ("New TopCo") be, and is hereby, authorized to issue up to 100,000 shares of preferred stock of New TopCo, par value $0.0001 per share, in one or more series, with such terms and conditions and at such future dates as may be expressly determined by the New TopCo Board and as may be permitted by the Delaware General Corporation Law, as in effect from time to time. Capital Structure |
Board | For | AGAINST 15 funds |
Split 3 FOR, 6 AGAINST |
| FERRARI NV | April 17, 2024 | Reelect Adam Keswick as Non-Executive Director Director Elections |
Board | For | FOR 8 funds |
Split 6 FOR, 4 AGAINST |
| FERRARI NV | April 17, 2024 | Reelect Delphine Arnault as Non-Executive Director Director Elections |
Board | For | FOR 8 funds |
Split 6 FOR, 4 AGAINST |
| FERRARI NV | April 17, 2024 | Reelect Eduardo H. Cue as Non-Executive Director Director Elections |
Board | For | FOR 8 funds |
Split 6 FOR, 4 AGAINST |
| FERRARI NV | April 17, 2024 | Reelect Francesca Bellettini as Non-Executive Director Director Elections |
Board | For | FOR 8 funds |
Split 2 FOR, 8 AGAINST |
| FERRARI NV | April 17, 2024 | Reelect John Elkann as Executive Director Director Elections |
Board | For | AGAINST 8 funds |
Split 8 FOR, 2 AGAINST |
| FERRARI NV | April 17, 2024 | Reelect Piero Ferrari as Non-Executive Director Director Elections |
Board | For | AGAINST 8 funds |
Split 8 FOR, 2 AGAINST |
| FERRARI NV | April 17, 2024 | Reelect Sergio Duca as Non-Executive Director Director Elections |
Board | For | FOR 8 funds |
Split 6 FOR, 4 AGAINST |
| FIDELITY NATIONAL FINANCIAL INC. | June 12, 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 16 funds |
Split 2 FOR, 4 AGAINST |
| FIGS INC. | June 5, 2024 | Election of Directors: A.G. Lafley Director Elections |
Board | For | WITHHOLD 19 funds |
Split 4 FOR, 2 WITHHOLD |
| FIGS INC. | June 5, 2024 | Election of Directors: J. Martin Willhite Director Elections |
Board | For | WITHHOLD 19 funds |
Split 3 FOR, 2 WITHHOLD |
| FINANCIAL INSTITUTIONS INC. | June 5, 2024 | Election of Directors: Dawn H. Burlew Director Elections |
Board | For | FOR 20 funds |
Split 4 FOR, 2 WITHHOLD |
| FINANCIAL INSTITUTIONS INC. | June 5, 2024 | Election of Directors: Mark A. Zupan Director Elections |
Board | For | FOR 20 funds |
Split 4 FOR, 2 WITHHOLD |
| FINANCIAL INSTITUTIONS INC. | June 5, 2024 | Election of Directors: Mauricio F. Riveros Director Elections |
Board | For | FOR 20 funds |
Split 4 FOR, 2 WITHHOLD |
| FINANCIAL INSTITUTIONS INC. | June 5, 2024 | Election of Directors: Robert N. Latella Director Elections |
Board | For | FOR 20 funds |
Split 4 FOR, 2 WITHHOLD |
| FIRST ADVANTAGE CORP. | June 7, 2024 | To elect the three Class III director nominees listed in the Proxy Statement: Judith Sim Director Elections |
Board | For | WITHHOLD 21 funds |
Split 4 FOR, 2 WITHHOLD |
| FIRST AMERICAN FINANCIAL CORP. | May 21, 2024 | Election of Class II directors: Dennis J. Gilmore Director Elections |
Board | For | FOR 19 funds |
Split 2 FOR, 4 AGAINST |
| FIRST AMERICAN FINANCIAL CORP. | May 21, 2024 | Election of Class II directors: Margaret M. McCarthy Director Elections |
Board | For | FOR 19 funds |
Split 2 FOR, 4 AGAINST |
| FIRST AMERICAN FINANCIAL CORP. | May 21, 2024 | Election of Class II directors: Martha B. Wyrsch Director Elections |
Board | For | FOR 19 funds |
Split 2 FOR, 4 AGAINST |
| FIRST BANCORP | May 2, 2024 | To approve the 2024 Equity Plan. Compensation |
Board | For | AGAINST 20 funds |
Split 4 FOR, 2 AGAINST |
| FIRST BANCORP | May 23, 2024 | Election of Directors: Roberto R. Herencia Director Elections |
Board | For | FOR 18 funds |
Split 4 FOR, 3 AGAINST |
| FIRST BANCORP INC. | April 24, 2024 | Election of Directors: Bruce B. Tindal Director Elections |
Board | For | FOR 16 funds |
Split 4 FOR, 2 WITHHOLD |
| FIRST BANCORP INC. | April 24, 2024 | Election of Directors: Cornelius J. Russell Director Elections |
Board | For | FOR 16 funds |
Split 4 FOR, 2 WITHHOLD |
| FIRST BANCORP INC. | April 24, 2024 | Election of Directors: Kimberly S. Swan Director Elections |
Board | For | FOR 16 funds |
Split 4 FOR, 2 WITHHOLD |
| FIRST BANCORP INC. | April 24, 2024 | Election of Directors: Renee W. Kelly Director Elections |
Board | For | FOR 16 funds |
Split 4 FOR, 2 WITHHOLD |
| FIRST CITIZENS BANCSHARES INC. | May 1, 2024 | Election of 13 directors for one-year terms: H. Lee Durham, Jr. Director Elections |
Board | Not determined | WITHHOLD 20 funds |
Split 2 FOR, 5 WITHHOLD |
| FIRST CITIZENS BANCSHARES INC. | May 1, 2024 | Election of 13 directors for one-year terms: Robert E. Mason IV Director Elections |
Board | Not determined | WITHHOLD 20 funds |
Split 2 FOR, 5 WITHHOLD |
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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.