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 |
|---|---|---|---|---|---|---|
| FIRST CITIZENS BANCSHARES INC. | May 1, 2024 | Election of 13 directors for one-year terms: Robert T. Newcomb 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: Victor E. Bell III Director Elections |
Board | Not determined | WITHHOLD 20 funds |
Split 2 FOR, 5 WITHHOLD |
| FIRST COMMUNITY BANKSHARES INC. | April 23, 2024 | Election of Directors: C. William Davis Director Elections |
Board | For | FOR 19 funds |
Split 4 FOR, 2 WITHHOLD |
| FIRST COMMUNITY BANKSHARES INC. | April 23, 2024 | Election of Directors: Harriet B. Price Director Elections |
Board | For | WITHHOLD 19 funds |
Split 4 FOR, 2 WITHHOLD |
| FIRST COMMUNITY CORP. | May 22, 2024 | Election of Class III Directors: Alexander Snipe, Jr. Director Elections |
Board | For | FOR 16 funds |
Split 5 FOR, 2 WITHHOLD |
| FIRST FINANCIAL CORP. | April 17, 2024 | Election of Directors: James O. McDonald Director Elections |
Board | For | FOR 20 funds |
Split 4 FOR, 3 WITHHOLD |
| FIRST FINANCIAL CORP. | April 17, 2024 | Election of Directors: Susan M. Jensen Director Elections |
Board | For | FOR 20 funds |
Split 4 FOR, 3 WITHHOLD |
| FIRST FINANCIAL CORP. | April 17, 2024 | Election of Directors: Thomas C. Martin Director Elections |
Board | For | FOR 20 funds |
Split 4 FOR, 3 WITHHOLD |
| FIRST FINANCIAL CORP. | April 17, 2024 | Election of Directors: Thomas T. Dinkel Director Elections |
Board | For | FOR 20 funds |
Split 4 FOR, 3 WITHHOLD |
| FIRST FINANCIAL CORP. | April 17, 2024 | Election of Directors: William J. Voges Director Elections |
Board | For | FOR 20 funds |
Split 4 FOR, 3 WITHHOLD |
| FIRST INTERSTATE BANCSYSTEM INC. | May 20, 2024 | Election of Class III Director Nominees: David L. Jahnke Director Elections |
Board | For | FOR 20 funds |
Split 3 FOR, 3 AGAINST |
| FIRST INTERSTATE BANCSYSTEM INC. | May 20, 2024 | Election of Class III Director Nominees: James R. Scott Director Elections |
Board | For | FOR 20 funds |
Split 2 FOR, 4 AGAINST |
| FIRST INTERSTATE BANCSYSTEM INC. | May 20, 2024 | Election of Class III Director Nominees: John M. Heyneman, Jr. Director Elections |
Board | For | FOR 20 funds |
Split 2 FOR, 4 AGAINST |
| FIRST MERCHANTS CORP. | May 7, 2024 | Election of Directors: Michael R. Becher Director Elections |
Board | For | FOR 20 funds |
Split 3 FOR, 3 WITHHOLD |
| FIRST MID BANCSHARES INC. | April 24, 2024 | Election of Directors: Holly B. Adams Director Elections |
Board | For | FOR 19 funds |
Split 4 FOR, 2 WITHHOLD |
| FIRST MID BANCSHARES INC. | April 24, 2024 | Election of Directors: Joseph R. Dively Director Elections |
Board | For | FOR 19 funds |
Split 4 FOR, 2 WITHHOLD |
| FIRST MID BANCSHARES INC. | April 24, 2024 | Election of Directors: Zachary I. Horn Director Elections |
Board | For | FOR 19 funds |
Split 4 FOR, 2 WITHHOLD |
| FIRST OF LONG ISLAND CORP. | April 16, 2024 | Election of Directors (except as marked to the contrary below) for two year terms: Class II Directors: Paul T. Canarick Director Elections |
Board | For | FOR 19 funds |
Split 5 FOR, 2 WITHHOLD |
| FIRST QUANTUM MINERALS LTD. | May 9, 2024 | Advisory Vote on Executive Compensation Approach Compensation |
Board | For | AGAINST 9 funds |
Split 1 FOR, 1 AGAINST |
| FIRST QUANTUM MINERALS LTD. | May 9, 2024 | Elect Director Alison C. Beckett Director Elections |
Board | For | FOR 9 funds |
Split 1 FOR, 1 WITHHOLD |
| FIRST QUANTUM MINERALS LTD. | May 9, 2024 | Elect Director Andrew B. Adams Director Elections |
Board | For | FOR 9 funds |
Split 1 FOR, 1 WITHHOLD |
| FIRST QUANTUM MINERALS LTD. | May 9, 2024 | Elect Director Charles Kevin McArthur Director Elections |
Board | For | FOR 9 funds |
Split 1 FOR, 1 WITHHOLD |
| FIRST QUANTUM MINERALS LTD. | May 9, 2024 | Elect Director Geoff Chater Director Elections |
Board | For | FOR 9 funds |
Split 1 FOR, 1 WITHHOLD |
| FIRST QUANTUM MINERALS LTD. | May 9, 2024 | Elect Director Joanne K. Warner Director Elections |
Board | For | FOR 9 funds |
Split 1 FOR, 1 WITHHOLD |
| FIRST WESTERN FINANCIAL INC. | June 5, 2024 | Advisory, non-binding vote to approve the compensation paid to the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 17 funds |
Split 5 FOR, 2 AGAINST |
| FIRST WESTERN FINANCIAL INC. | June 5, 2024 | Election of Directors: Patrick H. Hamill Director Elections |
Board | For | FOR 16 funds |
Split 5 FOR, 2 WITHHOLD |
| FIRSTCASH HOLDINGS INC. | June 12, 2024 | Election of Directors: Douglas R. Rippel Director Elections |
Board | For | FOR 14 funds |
Split 4 FOR, 4 AGAINST |
| FIRSTCASH HOLDINGS INC. | June 12, 2024 | Election of Directors: James H. Graves Director Elections |
Board | For | FOR 14 funds |
Split 4 FOR, 4 AGAINST |
| FIRSTENERGY CORP. | May 22, 2024 | Election of Directors: Paul Kaleta Director Elections |
Board | For | FOR 8 funds |
Split 18 FOR, 1 AGAINST |
| FISERV INC. | May 15, 2024 | Election of Directors: Frank J. Bisignano Director Elections |
Board | For | FOR 17 funds |
Split 21 FOR, 1 WITHHOLD |
| FISERV INC. | May 15, 2024 | To approve, on an advisory basis, the compensation of the named executive officers of Fiserv, Inc. Say-on-Pay |
Board | For | FOR 18 funds |
Split 21 FOR, 1 AGAINST |
| FISERV INC. | May 15, 2024 | To ratify the appointment of Deloitte & Touche LLP as the independent registered public accounting firm of Fisery, Inc. for 2024. Audit-related |
Board | For | FOR 17 funds |
Split 21 FOR, 1 AGAINST |
| FISHER & PAYKEL HEALTHCARE CORPORATION LTD. | August 29, 2023 | Approve the Increase in Maximum Aggregate Remuneration of Non-Executive Directors Compensation |
Board | For | AGAINST 4 funds |
Split 4 FOR, 4 AGAINST |
| FIVE BELOW INC. | June 11, 2024 | Election of Directors: Thomas G. Vellios Director Elections |
Board | For | FOR 10 funds |
Split 6 FOR, 2 AGAINST |
| FIVE9 INC. | May 14, 2024 | Election of the two (2) members of the Board of Directors identified in Proposal No. 1 to serve as Class I directors until the Company's 2027 Annual Meeting of Stockholders or until their successors are duly elected and qualified: Michael Burdiek Director Elections |
Board | For | WITHHOLD 11 funds |
Split 2 FOR, 5 WITHHOLD |
| FLOOR & DECOR HOLDINGS INC. | May 8, 2024 | Election of Directors: Felicia Thorton Director Elections |
Board | For | FOR 12 funds |
Split 2 FOR, 4 AGAINST |
| FLUIDIGM CORP. | June 27, 2024 | To approve, on an advisory basis, the compensation of our named executive officers as disclosed in this proxy statement. Say-on-Pay |
Board | For | AGAINST 6 funds |
Split 1 FOR, 1 AGAINST |
| FLUSHING FINANCIAL CORP. | May 29, 2024 | Election of Class B Directors (for a term expiring in 2027): Louis C. Grassi Director Elections |
Board | For | FOR 19 funds |
Split 5 FOR, 2 AGAINST |
| FLUSHING FINANCIAL CORP. | May 29, 2024 | Election of Class B Directors (for a term expiring in 2027): Michael A. Azarian Director Elections |
Board | For | FOR 19 funds |
Split 5 FOR, 2 AGAINST |
| FLUSHING FINANCIAL CORP. | May 29, 2024 | Election of Class B Directors (for a term expiring in 2027): Sam S. Han Director Elections |
Board | For | FOR 19 funds |
Split 5 FOR, 2 AGAINST |
| FLUSHING FINANCIAL CORP. | May 29, 2024 | Election of Class B Directors (for a term expiring in 2027): Steven J. D'Iorio Director Elections |
Board | For | FOR 19 funds |
Split 5 FOR, 2 AGAINST |
| FLYWIRE CORP. | June 4, 2024 | Election of two Class III Directors: Edwin Santos Director Elections |
Board | For | WITHHOLD 13 funds |
Split 3 FOR, 4 WITHHOLD |
| FLYWIRE CORP. | June 4, 2024 | Election of two Class III Directors: Phillip Riese Director Elections |
Board | For | WITHHOLD 13 funds |
Split 3 FOR, 4 WITHHOLD |
| FORD MOTOR CO. | May 9, 2024 | Approval of the 2024 Stock Plan for Non-Employee Directors. Compensation |
Board | Not determined | FOR 17 funds |
Split 14 FOR, 2 AGAINST |
| FORD MOTOR CO. | May 9, 2024 | Election of Directors: Beth E. Mooney Director Elections |
Board | Not determined | FOR 17 funds |
Split 7 FOR, 8 AGAINST |
| FORD MOTOR CO. | May 9, 2024 | Election of Directors: John B. Veihmeyer Director Elections |
Board | Not determined | FOR 17 funds |
Split 7 FOR, 8 AGAINST |
| FORD MOTOR CO. | May 9, 2024 | Election of Directors: John C. May Director Elections |
Board | Not determined | FOR 17 funds |
Split 7 FOR, 8 AGAINST |
| FORD MOTOR CO. | May 9, 2024 | Election of Directors: John L. Thornton Director Elections |
Board | Not determined | FOR 17 funds |
Split 7 FOR, 8 AGAINST |
| FORD MOTOR CO. | May 9, 2024 | Election of Directors: John S. Weinberg Director Elections |
Board | Not determined | FOR 17 funds |
Split 7 FOR, 8 AGAINST |
| FORD MOTOR CO. | May 9, 2024 | Election of Directors: Kimberly A. Casiano Director Elections |
Board | Not determined | FOR 17 funds |
Split 7 FOR, 8 AGAINST |
| FORD MOTOR CO. | May 9, 2024 | Election of Directors: Lynn Vojvodich Radakovich Director Elections |
Board | Not determined | FOR 17 funds |
Split 7 FOR, 8 AGAINST |
| FORD MOTOR CO. | May 9, 2024 | Election of Directors: William Clay Ford, Jr. Director Elections |
Board | Not determined | AGAINST 17 funds |
Split 15 FOR, 1 AGAINST |
| FORD MOTOR CO. | May 9, 2024 | Election of Directors: William E. Kennard Director Elections |
Board | Not determined | AGAINST 17 funds |
Split 6 FOR, 9 AGAINST |
| FORD MOTOR CO. | May 9, 2024 | Election of Directors: William W. Helman IV Director Elections |
Board | Not determined | FOR 17 funds |
Split 7 FOR, 8 AGAINST |
| FORRESTER RESEARCH INC. | May 14, 2024 | Election of Directors: Robert M. Galford Director Elections |
Board | For | FOR 19 funds |
Split 5 FOR, 2 WITHHOLD |
| FORTESCUE METALS GROUP LTD. | November 21, 2023 | Approve Remuneration Report Compensation |
Board | For | AGAINST 8 funds |
Split 5 FOR, 4 AGAINST |
| FORTUM OYJ | March 25, 2024 | Reelect Ralf Christian, Luisa Delgado, Jonas Gustavsson, Essimari Kairisto (Vice-Chair), Marita Niemela, Teppo Paavola, Mikael Silvennoinen (Chair), Johan Soderstram and Vesa-Pekka Takala as Directors Director Elections |
Board | For | FOR 2 funds |
Split 3 FOR, 3 AGAINST |
| FORTUNE BRANDS INNOVATIONS INC. | May 7, 2024 | Advisory vote to approve named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 16 funds |
Split 4 FOR, 4 AGAINST |
| FORTUNE BRANDS INNOVATIONS INC. | May 7, 2024 | Election of Class I Directors: Ann F. Hackett Director Elections |
Board | For | FOR 15 funds |
Split 3 FOR, 4 AGAINST |
| FORTUNE BRANDS INNOVATIONS INC. | May 7, 2024 | Election of Class I Directors: Jeffery S. Perry Director Elections |
Board | For | FOR 15 funds |
Split 3 FOR, 4 AGAINST |
| FORWARD AIR CORP. | June 3, 2024 | To approve, on a non-binding, advisory basis, the compensation of the named executive officers (the "say on pay vote"). Say-on-Pay |
Board | For | AGAINST 17 funds |
Split 3 FOR, 2 AGAINST |
| FOX CORP. | November 17, 2023 | Proposal to elect 7 directors: Lachlan K. Murdoch Director Elections |
Board | For | AGAINST 16 funds |
Split 16 FOR, 2 AGAINST |
| FOX CORP. | November 17, 2023 | Proposal to elect 7 directors: Paul D. Ryan Director Elections |
Board | For | AGAINST 16 funds |
Split 5 FOR, 12 AGAINST |
| FOX CORP. | November 17, 2023 | Proposal to elect 7 directors: Roland A. Hernandez Director Elections |
Board | For | FOR 16 funds |
Split 10 FOR, 7 AGAINST |
| FOX CORP. | November 17, 2023 | Proposal to elect 7 directors: William A. Burck Director Elections |
Board | For | FOR 16 funds |
Split 10 FOR, 7 AGAINST |
| FOX FACTORY HOLDING CORP. | May 3, 2024 | Election of Directors (term expires in 2027): Sidney Johnson Director Elections |
Board | For | FOR 14 funds |
Split 5 FOR, 5 WITHHOLD |
| FOX FACTORY HOLDING CORP. | May 3, 2024 | Election of Directors (term expires in 2027): Ted D. Waitman Director Elections |
Board | For | FOR 14 funds |
Split 5 FOR, 5 WITHHOLD |
| FP CORP. | June 26, 2024 | Elect Director Yasuda, Kazuyuki Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| FP CORP. | June 26, 2024 | Elect Director and Audit Committee Member Matsumoto, Shuichi Director Elections |
Board | For | AGAINST 2 funds |
Split 1 FOR, 1 AGAINST |
| FRANCHISE GROUP INC. | August 17, 2023 | To adopt the Agreement and Plan of Merger, dated as May 10, 2023 (as it may be amended from time to time, the "Merger Agreement"), by and among Freedom VCM, Inc., a Delaware corporation ("Parent"), Freedom VCM Subco, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent ("Merger Sub"), and Franchise Group, Inc. (the "Company"), pursuant to which, among other things, Merger Sub will merge with and into the Company (the "Merger"), with the Company surviving the Merger as a wholly-owned subsidiary of Parent (such proposal, the "Merger Agreement Proposal"). Extraordinary Transactions |
Board | For | FOR 15 funds |
Split 5 FOR, 2 ABSTAIN |
| FRANCHISE GROUP INC. | August 17, 2023 | To approve, by nonbinding, advisory vote, certain compensation arrangements for the Company's named executive officers in connection with the Merger (such proposal, the "Merger-Related Compensation Proposal"). Say-on-Pay |
Board | For | FOR 16 funds |
Split 5 FOR, 2 AGAINST |
| FRANKLIN ELECTRIC CO. INC. | May 3, 2024 | Elect Gregg C. Sengstack and David M. Wathen as directors for terms expiring at the 2027 Annual Meeting of Shareholders: Gregg C. Sengstack Director Elections |
Board | For | FOR 14 funds |
Split 3 FOR, 3 AGAINST |
| FRANKLIN RESOURCES INC. | February 6, 2024 | To approve an amendment and restatement of the Company's 2002 Universal Stock Incentive Plan. Compensation |
Board | For | AGAINST 16 funds |
Split 16 FOR, 1 AGAINST |
| FRESNILLO PLC | May 21, 2024 | Re-elect Alberto Tiburcio as Director Director Elections |
Board | For | FOR 13 funds |
Split 1 FOR, 1 AGAINST |
| FRESNILLO PLC | May 21, 2024 | Re-elect Alejandro Bailleres as Director Director Elections |
Board | For | AGAINST 13 funds |
Split 1 FOR, 1 AGAINST |
| FRESNILLO PLC | May 21, 2024 | Re-elect Eduardo Cepeda as Director Director Elections |
Board | For | AGAINST 13 funds |
Split 1 FOR, 1 AGAINST |
| FS BANCORP INC. | May 23, 2024 | Election of three directors to each serve for a three-year term: Joseph P. Zavaglia Director Elections |
Board | For | FOR 18 funds |
Split 6 FOR, 2 WITHHOLD |
| FS BANCORP INC. | May 23, 2024 | Election of three directors to each serve for a three-year term: Pamela M. Andrews Director Elections |
Board | For | FOR 18 funds |
Split 6 FOR, 2 WITHHOLD |
| FTAI INFRASTRUCTURE INC. | May 29, 2024 | Election of Director: Ray M. Robinson Director Elections |
Board | For | WITHHOLD 14 funds |
Split 4 FOR, 2 WITHHOLD |
| FUBOTV INC. | June 18, 2024 | Approval of an amendment to the Company's 2020 Equity Incentive Plan to, among other things, increase the number of shares of Common Stock available for issuance; Compensation |
Board | For | AGAINST 3 funds |
Split 4 FOR, 2 AGAINST |
| FUBOTV INC. | June 18, 2024 | Election of Directors: Daniel Leff Director Elections |
Board | For | FOR 3 funds |
Split 2 FOR, 4 WITHHOLD |
| FUDO TETRA CORP. | June 21, 2024 | Elect Director Okuda, Shinya Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| FUELCELL ENERGY INC. | April 4, 2024 | To approve, on a non-binding advisory basis, the compensation of FuelCell Energy, Inc.'s named executive officers as set forth in the "Executive Compensation" section of the Proxy Statement Say-on-Pay |
Board | For | AGAINST 2 funds |
Split 3 FOR, 2 AGAINST |
| FUJI CO. LTD. | May 16, 2024 | Elect Director Yamaguchi, Hiroshi Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| FUJI CORP. (MACHINERY) | June 27, 2024 | Elect Director Isozumi, Joji Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| FUJI CORP. (MACHINERY) | June 27, 2024 | Elect Director Kano, Junichi Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| FUJI CORP. (MACHINERY) | June 27, 2024 | Elect Director Kawai, Nobuko Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| FUJI CORP. (MACHINERY) | June 27, 2024 | Elect Director Mizuno, Shoji Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| FUJI CORP. (MACHINERY) | June 27, 2024 | Elect Director Suhara, Shinsuke Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| FUJI ELECTRIC CO. LTD. | June 25, 2024 | Elect Director Kondo, Shiro Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 4 AGAINST |
| FUJI KYUKO CO. LTD. | June 19, 2024 | Elect Director Horiuchi, Koichiro Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| FUJI MEDIA HOLDINGS INC. | June 26, 2024 | Elect Director Kumasaka, Takamitsu Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| FUJI OIL HOLDINGS INC. | June 27, 2024 | Elect Director Sakai, Mikio Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| FUJI OIL HOLDINGS INC. | June 27, 2024 | Elect Director Tachikawa, Yoshihiro Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| FUJI SEAL INTERNATIONAL INC. | June 20, 2024 | Elect Director Okazaki, Shigeko Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| FUJIFILM HOLDINGS CORP. | June 27, 2024 | Appoint Statutory Auditor Ishigaki, Tsumugu Compensation |
Board | For | FOR 4 funds |
Split 9 FOR, 1 AGAINST |
| FUJIFILM HOLDINGS CORP. | June 27, 2024 | Elect Director Goto, Teiichi Director Elections |
Board | For | FOR 4 funds |
Split 5 FOR, 4 AGAINST |
| FUJIKURA LTD. | June 27, 2024 | Elect Director Okada, Naoki Director Elections |
Board | For | FOR 7 funds |
Split 1 FOR, 1 AGAINST |
| FUJIMI INC. | June 21, 2024 | Appoint Alternate Statutory Auditor Hayashi, Nobufumi Compensation |
Board | For | AGAINST 2 funds |
Split 1 FOR, 1 AGAINST |
| FUJIMI INC. | June 21, 2024 | Elect Director Kawashita, Masami Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 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.