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 |
|---|---|---|---|---|---|---|
| HYSTER-YALE MATERIALS HANDLING INC. | May 8, 2024 | To elect fourteen (14) directors for the ensuing year: Carolyn Corvi Director Elections |
Board | For | WITHHOLD 19 funds |
Split 4 FOR, 2 WITHHOLD |
| HYSTER-YALE MATERIALS HANDLING INC. | May 8, 2024 | To elect fourteen (14) directors for the ensuing year: Colleen R. Batcheler Director Elections |
Board | For | WITHHOLD 19 funds |
Split 4 FOR, 2 WITHHOLD |
| HYSTER-YALE MATERIALS HANDLING INC. | May 8, 2024 | To elect fourteen (14) directors for the ensuing year: H. Vincent Poor Director Elections |
Board | For | WITHHOLD 19 funds |
Split 4 FOR, 2 WITHHOLD |
| HYSTER-YALE MATERIALS HANDLING INC. | May 8, 2024 | To elect fourteen (14) directors for the ensuing year: J.C. Butler, Jr. Director Elections |
Board | For | WITHHOLD 19 funds |
Split 4 FOR, 2 WITHHOLD |
| HYSTER-YALE MATERIALS HANDLING INC. | May 8, 2024 | To elect fourteen (14) directors for the ensuing year: John P. Jumper Director Elections |
Board | For | WITHHOLD 19 funds |
Split 4 FOR, 2 WITHHOLD |
| HYUNDAI MOBIS CO. LTD. | March 20, 2024 | Elect Kang Jin-ah as Outside Director to Serve as an Audit Committee Member Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| HYUNDAI MOBIS CO. LTD. | March 20, 2024 | Elect Park Gi-tae as Inside Director Director Elections |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| I-80 GOLD CORP. | May 14, 2024 | Elect Director John Begeman Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 6 WITHHOLD |
| I-80 GOLD CORP. | May 14, 2024 | Re-approve Omnibus Incentive Plan Compensation |
Board | For | AGAINST 5 funds |
Split 6 FOR, 1 AGAINST |
| I3 VERTICALS INC. | February 22, 2024 | Election of nine Directors: Burton Harvey Director Elections |
Board | For | FOR 13 funds |
Split 2 FOR, 4 WITHHOLD |
| I3 VERTICALS INC. | February 22, 2024 | Election of nine Directors: John Harrison Director Elections |
Board | For | FOR 13 funds |
Split 2 FOR, 4 WITHHOLD |
| IBERDROLA SA | May 17, 2024 | Authorize Issuance of Convertible Bonds, Debentures, Warrants, and Other Debt Securities up to EUR 5 Billion with Exclusion of Preemptive Rights up to 10 Percent of Capital Capital Structure |
Board | For | FOR 3 funds |
Split 6 FOR, 4 AGAINST |
| IBEX LTD. | December 6, 2023 | The Election of Directors: Mohammed Khaishgi Director Elections |
Board | For | AGAINST 11 funds |
Split 5 FOR, 2 AGAINST |
| IBIDEN CO. LTD. | June 13, 2024 | Elect Director Kawashima, Koji Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 4 AGAINST |
| ICF INTERNATIONAL INC. | June 7, 2024 | Election of Directors: Mr. Randall Mehl Director Elections |
Board | For | FOR 20 funds |
Split 5 FOR, 2 AGAINST |
| ICF INTERNATIONAL INC. | June 7, 2024 | Election of Directors: Mr. Scott Salmirs Director Elections |
Board | For | FOR 20 funds |
Split 4 FOR, 2 AGAINST |
| ICHIBANYA CO. LTD. | May 29, 2024 | Elect Director Kuzuhara, Mamoru Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| ICHIGO INC. | May 26, 2024 | Elect Director Fujita, Tetsuya Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| ICHIGO INC. | May 26, 2024 | Elect Director Hasegawa, Takuma Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| ICHIGO INC. | May 26, 2024 | Elect Director Kawate, Noriko Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| ICHIGO INC. | May 26, 2024 | Elect Director Scott Callon Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| ICICI BANK LTD. | August 30, 2023 | Reelect S. Madhavan as Director Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 1 AGAINST |
| IDEMITSU KOSAN CO. LTD. | June 25, 2024 | Appoint Statutory Auditor Tezuka, Masahiko Compensation |
Board | For | AGAINST 5 funds |
Split 4 FOR, 4 AGAINST |
| IDEMITSU KOSAN CO. LTD. | June 25, 2024 | Elect Director Kito, Shunichi Director Elections |
Board | For | FOR 5 funds |
Split 4 FOR, 4 AGAINST |
| IDEX CORP. | May 7, 2024 | Approval of the IDEX Corporation 2024 Incentive Award Plan. Compensation |
Board | For | FOR 16 funds |
Split 22 FOR, 1 AGAINST |
| IDEX CORP. | May 7, 2024 | Election of three directors named in the proxy statement as follows: Lakecia N. Gunter Director Elections |
Board | For | FOR 16 funds |
Split 10 FOR, 11 AGAINST |
| IDEX CORP. | May 7, 2024 | Election of three directors named in the proxy statement as follows: Mark A. Buthman Director Elections |
Board | For | FOR 16 funds |
Split 8 FOR, 13 AGAINST |
| IDEXX LABORATORIES INC. | May 6, 2024 | Advisory Vote on Executive Compensation. To approve a nonbinding advisory resolution on the Company's executive compensation (Proposal Three). Say-on-Pay |
Board | For | FOR 15 funds |
Split 20 FOR, 1 AGAINST |
| IDEXX LABORATORIES INC. | May 6, 2024 | Election of Directors (Proposal One): Asha S. Collins, PhD Director Elections |
Board | For | FOR 14 funds |
Split 20 FOR, 1 AGAINST |
| IDEXX LABORATORIES INC. | May 6, 2024 | Election of Directors (Proposal One): Bruce L. Claflin Director Elections |
Board | For | FOR 14 funds |
Split 16 FOR, 4 AGAINST |
| IDEXX LABORATORIES INC. | May 6, 2024 | Ratification of Appointment of Independent Registered Public Accounting Firm. To ratify the selection of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the current fiscal year (Proposal Two). Audit-related |
Board | For | FOR 14 funds |
Split 20 FOR, 1 AGAINST |
| IDT CORP. | December 13, 2023 | Election of Directors: Elaine S. Yatzkan Director Elections |
Board | For | AGAINST 14 funds |
Split 5 FOR, 2 AGAINST |
| IDT CORP. | December 13, 2023 | Election of Directors: Howard S. Jonas Director Elections |
Board | For | AGAINST 14 funds |
Split 5 FOR, 2 AGAINST |
| IDT CORP. | December 13, 2023 | Election of Directors: Judah Schorr Director Elections |
Board | For | AGAINST 14 funds |
Split 5 FOR, 2 AGAINST |
| IGM BIOSCIENCES INC. | June 11, 2024 | Approval of a stock option exchange program for employees (excluding our chief executive officer and non-employee directors). Compensation |
Board | For | AGAINST 2 funds |
Split 1 FOR, 8 AGAINST |
| IGM BIOSCIENCES INC. | June 11, 2024 | Election of Directors: Christina Teng Topsoe Director Elections |
Board | For | WITHHOLD 2 funds |
Split 5 FOR, 3 WITHHOLD |
| IGM BIOSCIENCES INC. | June 11, 2024 | Election of Directors: M. Kathleen Behrens, Ph.D. Director Elections |
Board | For | WITHHOLD 2 funds |
Split 1 FOR, 8 WITHHOLD |
| IHEARTMEDIA INC. | June 5, 2024 | The approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. Say-on-Pay |
Board | For | AGAINST 1 fund |
Split 5 FOR, 2 AGAINST |
| IHI CORP. | June 26, 2024 | Elect Director Ide, Hiroshi Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| ILLINOIS TOOL WORKS INC. | May 3, 2024 | Advisory vote to approve compensation of ITW's named executive officers; Say-on-Pay |
Board | For | FOR 16 funds |
Split 20 FOR, 1 AGAINST |
| ILLINOIS TOOL WORKS INC. | May 3, 2024 | Election of Directors: Pamela B. Strobel Director Elections |
Board | For | FOR 15 funds |
Split 20 FOR, 1 AGAINST |
| ILLINOIS TOOL WORKS INC. | May 3, 2024 | Ratification of the appointment of Deloitte & Touche LLP as ITW's independent registered public accounting firm for 2024; and Audit-related |
Board | For | FOR 15 funds |
Split 20 FOR, 1 AGAINST |
| ILUKA RESOURCES LTD. | May 7, 2024 | Appoint KPMG as Auditor of the Company Audit-related |
Board | For | FOR 8 funds |
Split 1 FOR, 1 ABSTAIN |
| IMAX CORP. | June 6, 2024 | Advisory Vote on Named Executive Officer Compensation Approval, on an advisory basis, of the compensation of the Company's Named Executive Officers as set forth in the accompanying Proxy Circular and Proxy Statement. Say-on-Pay |
Board | For | AGAINST 19 funds |
Split 3 FOR, 2 AGAINST |
| IMAX CORP. | June 6, 2024 | Election of Directors: Kevin Douglas Director Elections |
Board | For | AGAINST 18 funds |
Split 3 FOR, 2 AGAINST |
| IMCD NV | May 14, 2024 | Approve Remuneration Report Compensation |
Board | For | AGAINST 4 funds |
Split 3 FOR, 3 AGAINST |
| IMMUNOGEN INC. | January 31, 2024 | A proposal to approve the Agreement and Plan of Merger, dated November 30, 2023 (as may be amended, modified or supplemented from time to time, the "Merger Agreement"), by and among ImmunoGen, Inc., a Massachusetts corporation ("ImmunoGen"), AbbVie Inc., a Delaware corporation ("AbbVie"), Athene Subsidiary LLC, a Delaware limited liability company and wholly owned subsidiary of AbbVie ("Intermediate Sub"), and Athene Merger Sub Inc., a Massachusetts corporation and wholly owned subsidiary of Intermediate Sub ("Purchaser"). Upon the terms and subject to the conditions of the Merger Agreement, Purchaser will merge with and into ImmunoGen, and the separate corporate existence of Purchaser will thereupon cease, with ImmunoGen continuing as the surviving corporation and as a wholly owned subsidiary of Intermediate Sub in accordance with the Massachusetts Business Corporation Act; Extraordinary Transactions |
Board | For | FOR 8 funds |
Split 7 FOR, 3 ABSTAIN |
| IMMUNOGEN INC. | January 31, 2024 | A proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to ImmunoGen's named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated by the Merger Agreement; and Say-on-Pay |
Board | For | AGAINST 9 funds |
Split 1 FOR, 10 AGAINST |
| INABA DENKISANGYO CO. LTD. | June 21, 2024 | Elect Director Kita, Seiichi Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| INABA DENKISANGYO CO. LTD. | June 21, 2024 | Elect Director and Audit Committee Member Hashizume, Hiroshi Director Elections |
Board | For | AGAINST 2 funds |
Split 1 FOR, 1 AGAINST |
| INCYTE CORP. | June 12, 2024 | Election of Directors: Julian C. Baker Director Elections |
Board | For | FOR 16 funds |
Split 19 FOR, 2 AGAINST |
| INDEPENDENT BANK CORP. | April 23, 2024 | Election of Directors: Christina L. Keller Director Elections |
Board | For | FOR 19 funds |
Split 5 FOR, 2 AGAINST |
| INDEPENDENT BANK CORP. | April 23, 2024 | Election of Directors: Michael M. Magee, Jr. Director Elections |
Board | For | FOR 19 funds |
Split 5 FOR, 2 AGAINST |
| INDEPENDENT BANK CORP. | April 23, 2024 | Election of Directors: Ronia F. Kruse Director Elections |
Board | For | FOR 19 funds |
Split 5 FOR, 2 AGAINST |
| INDEPENDENT BANK CORP. | May 16, 2024 | Reelect the following Class I Directors: Donna L. Abelli Director Elections |
Board | For | FOR 20 funds |
Split 3 FOR, 3 AGAINST |
| INDEPENDENT BANK CORP. | May 16, 2024 | Reelect the following Class I Directors: John J. Morrissey Director Elections |
Board | For | FOR 20 funds |
Split 3 FOR, 3 AGAINST |
| INDEPENDENT BANK CORP. | May 16, 2024 | Reelect the following Class I Directors: Mary L. Lentz Director Elections |
Board | For | FOR 20 funds |
Split 3 FOR, 3 AGAINST |
| INDIE SEMICONDUCTOR INC. | June 13, 2024 | To approve an amendment to the 2021 Omnibus Equity Incentive Plan to increase the number of shares of Class A Common Stock reserved for issuance thereunder by 7,000,000 shares. Compensation |
Board | For | AGAINST 9 funds |
Split 5 FOR, 2 AGAINST |
| INFOCOM CORP. | June 24, 2024 | Elect Director Kuroda, Jun Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| INFOSYS LTD. | June 26, 2024 | Reelect Nandan M. Nilekani as Director Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| INFRONEER HOLDINGS INC. | June 25, 2024 | Elect Director Kibe, Kazunari Director Elections |
Board | For | FOR 5 funds |
Split 1 FOR, 1 AGAINST |
| INFUSYSTEM HOLDINGS INC. | May 16, 2024 | Election of Directors: Paul Gendron Director Elections |
Board | For | FOR 12 funds |
Split 5 FOR, 2 AGAINST |
| INGENIA COMMUNITIES GROUP | November 17, 2023 | Approve Remuneration Report Compensation |
Board | For | AGAINST 2 funds |
Split 2 FOR, 1 AGAINST |
| INGLES MARKETS INC. | February 13, 2024 | Election of Directors: John R. Lowden Director Elections |
Board | For | WITHHOLD 20 funds |
Split 3 FOR, 2 WITHHOLD |
| INNODATA INC. | June 5, 2024 | Election of Directors: Stewart R. Massey Director Elections |
Board | For | WITHHOLD 7 funds |
Split 5 FOR, 2 WITHHOLD |
| INNOSPEC INC. | May 10, 2024 | Election of two Class II Directors: Leslie J. Parrette Director Elections |
Board | For | FOR 21 funds |
Split 4 FOR, 2 WITHHOLD |
| INNOVATIVE INDUSTRIAL PROPERTIES INC. | May 15, 2024 | Approval on a non-binding advisory basis of the compensation of the Company's named executive officers. Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 3 FOR, 4 AGAINST |
| INNOVATIVE SOLUTIONS AND SUPPORT INC. | April 18, 2024 | Adoption of the Innovative Solutions and Support, Inc. Amended and Restated 2019 Stock-Based Incentive Compensation Plan. Compensation |
Board | For | FOR 12 funds |
Split 1 FOR, 1 AGAINST |
| INNOVIVA INC. | June 17, 2024 | Elect six directors to serve until the 2025 Annual Meeting of Stockholders: Sapna Srivastava, Ph.D. Director Elections |
Board | For | FOR 19 funds |
Split 4 FOR, 4 AGAINST |
| INOGEN INC. | June 5, 2024 | Election of Class I Directors: Elizabeth Mora Director Elections |
Board | For | WITHHOLD 13 funds |
Split 4 FOR, 3 WITHHOLD |
| INOGEN INC. | June 5, 2024 | Election of Class I Directors: Heather Rider Director Elections |
Board | For | WITHHOLD 13 funds |
Split 4 FOR, 3 WITHHOLD |
| INOGEN INC. | June 5, 2024 | To approve the Inogen, Inc. Amended and Restated 2023 Equity Incentive Plan. Compensation |
Board | For | FOR 13 funds |
Split 4 FOR, 3 AGAINST |
| INPEX CORP. | March 26, 2024 | Elect Director Ueda, Takayuki Director Elections |
Board | For | FOR 6 funds |
Split 4 FOR, 5 AGAINST |
| INSPERITY INC. | May 21, 2024 | Election of Directors: Carol R. Kaufman (Class II) Director Elections |
Board | For | FOR 14 funds |
Split 4 FOR, 4 AGAINST |
| INSPIRE MEDICAL SYSTEMS INC. | May 2, 2024 | Election of Class III Directors: Casey M. Tansey Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 3 WITHHOLD |
| INSPIRE MEDICAL SYSTEMS INC. | May 2, 2024 | Election of Class III Directors: Shelley G. Broader Director Elections |
Board | For | FOR 7 funds |
Split 3 FOR, 3 WITHHOLD |
| INSTEEL INDUSTRIES INC. | February 13, 2024 | Election of Directors: G. Kennedy Thompson Director Elections |
Board | For | FOR 20 funds |
Split 2 FOR, 4 WITHHOLD |
| INSULET CORP. | May 22, 2024 | Election of Directors: Timothy J. Scannell Director Elections |
Board | For | FOR 11 funds |
Split 7 FOR, 11 WITHHOLD |
| INSULET CORP. | May 22, 2024 | Election of Directors: Wayne A.I. Frederick Director Elections |
Board | For | FOR 11 funds |
Split 9 FOR, 9 WITHHOLD |
| INTACT FINANCIAL CORP. | May 8, 2024 | Ratify Ernst & Young LLP as Auditors Audit-related |
Board | For | FOR 8 funds |
Split 1 FOR, 1 WITHHOLD |
| INTACT FINANCIAL CORP. | May 8, 2024 | Re-approve Stock Option Plan Compensation |
Board | For | FOR 8 funds |
Split 1 FOR, 1 AGAINST |
| INTAGE HOLDINGS INC. | September 28, 2023 | Elect Director Ishizuka, Noriaki Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| INTEGRAL AD SCIENCE HOLDING CORP. | May 7, 2024 | Election of Class III Directors: Bridgette Heller Director Elections |
Board | For | WITHHOLD 20 funds |
Split 3 FOR, 2 WITHHOLD |
| INTEGRAL AD SCIENCE HOLDING CORP. | May 7, 2024 | Election of Class III Directors: Jill Putman Director Elections |
Board | For | WITHHOLD 20 funds |
Split 3 FOR, 2 WITHHOLD |
| INTEL CORP. | May 7, 2024 | Election of Directors: Risa Lavizzo-Mourey Director Elections |
Board | For | FOR 16 funds |
Split 21 FOR, 1 AGAINST |
| INTELLIA THERAPEUTICS INC. | June 12, 2024 | Election of Directors. Election of the following individuals nominated to serve as Class II directors, for a three-year term ending at the annual meeting of stockholders to be held in 2027: Fred Cohen, M.D., D.Phil. Director Elections |
Board | For | WITHHOLD 13 funds |
Split 5 FOR, 4 WITHHOLD |
| INTER PARFUMS INC. | September 14, 2023 | Election of Directors: Francois Heilbronn Director Elections |
Board | For | FOR 14 funds |
Split 4 FOR, 3 WITHHOLD |
| INTER PARFUMS INC. | September 14, 2023 | Election of Directors: Gerard Kappauf Director Elections |
Board | For | WITHHOLD 14 funds |
Split 3 FOR, 4 WITHHOLD |
| INTER PARFUMS INC. | September 14, 2023 | Election of Directors: Jean Madar Director Elections |
Board | For | WITHHOLD 14 funds |
Split 7 FOR, 1 WITHHOLD |
| INTER PARFUMS INC. | September 14, 2023 | Election of Directors: Michel Atwood Director Elections |
Board | For | WITHHOLD 14 funds |
Split 7 FOR, 1 WITHHOLD |
| INTER PARFUMS INC. | September 14, 2023 | Election of Directors: Philippe Benacin Director Elections |
Board | For | WITHHOLD 14 funds |
Split 7 FOR, 1 WITHHOLD |
| INTER PARFUMS INC. | September 14, 2023 | Election of Directors: Philippe Santi Director Elections |
Board | For | WITHHOLD 14 funds |
Split 3 FOR, 4 WITHHOLD |
| INTER PARFUMS INC. | September 14, 2023 | Election of Directors: Robert Bensoussan Director Elections |
Board | For | FOR 14 funds |
Split 4 FOR, 3 WITHHOLD |
| INTERACTIVE BROKERS GROUP INC. | April 18, 2024 | Election of Directors: Earl H. Nemser Director Elections |
Board | For | AGAINST 11 funds |
Split 3 FOR, 4 AGAINST |
| INTERACTIVE BROKERS GROUP INC. | April 18, 2024 | Election of Directors: Jill Bright Director Elections |
Board | For | FOR 11 funds |
Split 3 FOR, 4 AGAINST |
| INTERACTIVE BROKERS GROUP INC. | April 18, 2024 | Election of Directors: Lawrence E. Harris Director Elections |
Board | For | FOR 11 funds |
Split 3 FOR, 4 AGAINST |
| INTERACTIVE BROKERS GROUP INC. | April 18, 2024 | Election of Directors: Nicole Yuen Director Elections |
Board | For | AGAINST 11 funds |
Split 3 FOR, 4 AGAINST |
| INTERACTIVE BROKERS GROUP INC. | April 18, 2024 | Election of Directors: Richard Repetto Director Elections |
Board | For | FOR 11 funds |
Split 3 FOR, 4 AGAINST |
| INTERACTIVE BROKERS GROUP INC. | April 18, 2024 | Election of Directors: Thomas Peterffy Director Elections |
Board | For | AGAINST 11 funds |
Split 3 FOR, 4 AGAINST |
| INTERCONTINENTAL EXCHANGE INC. | May 17, 2024 | Election of Directors: To be elected for terms expiring in 2025: Caroline L. Silver Director Elections |
Board | For | FOR 16 funds |
Split 19 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.