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 |
|---|---|---|---|---|---|---|
| INTERCONTINENTAL EXCHANGE INC. | May 17, 2024 | To ratify the appointment of Ernst & Young LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2024. Audit-related |
Board | For | FOR 16 funds |
Split 19 FOR, 1 AGAINST |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 30, 2024 | Advisory Vote on Executive Compensation Say-on-Pay |
Board | For | FOR 18 funds |
Split 18 FOR, 1 AGAINST |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 30, 2024 | Election of Directors for a Term of One Year: Andrew N. Liveris Director Elections |
Board | For | FOR 17 funds |
Split 18 FOR, 1 AGAINST |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 30, 2024 | Ratification of Appointment of Independent Registered Public Accounting Firm Audit-related |
Board | For | FOR 17 funds |
Split 18 FOR, 1 AGAINST |
| INTERNATIONAL FLAVORS & FRAGRANCES INC. | May 1, 2024 | Ratify the selection of PricewaterhouseCoopers LLP as our independent registered public accounting firm for the 2024 fiscal year. Audit-related |
Board | Not determined | FOR 16 funds |
Split 18 FOR, 1 AGAINST |
| INTERNATIONAL GAME TECHNOLOGY PLC | May 14, 2024 | Approve Remuneration Policy Compensation |
Board | For | AGAINST 11 funds |
Split 3 FOR, 3 AGAINST |
| INTERNATIONAL GAME TECHNOLOGY PLC | May 14, 2024 | Elect Director Ashley M. Hunter Director Elections |
Board | For | FOR 11 funds |
Split 4 FOR, 3 AGAINST |
| INTERNATIONAL GAME TECHNOLOGY PLC | May 14, 2024 | Elect Director James McCann Director Elections |
Board | For | FOR 11 funds |
Split 1 FOR, 7 AGAINST |
| INTERNATIONAL GAME TECHNOLOGY PLC | May 14, 2024 | Elect Director Samantha Ravich Director Elections |
Board | For | FOR 11 funds |
Split 4 FOR, 3 AGAINST |
| INTERNATIONAL PAPER CO. | May 13, 2024 | Election of Directors (one-year term): Kathryn D. Sullivan Director Elections |
Board | For | FOR 21 funds |
Split 18 FOR, 1 AGAINST |
| INTERNET INITIATIVE JAPAN INC. | June 27, 2024 | Elect Director Katsu, Eijiro Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 1 AGAINST |
| INTEST CORP. | June 20, 2024 | Election of Directors: Gerald J. Maginnis Director Elections |
Board | For | FOR 17 funds |
Split 5 FOR, 2 WITHHOLD |
| INTEVAC INC. | May 15, 2024 | Election of Directors: David S. Dury Director Elections |
Board | For | FOR 16 funds |
Split 5 FOR, 1 AGAINST |
| INTEVAC INC. | May 15, 2024 | Proposal to approve an amendment to the Intevac 2020 Equity Incentive Plan to increase the number of shares reserved for issuance thereunder by 900,000 shares. Compensation |
Board | For | AGAINST 16 funds |
Split 5 FOR, 2 AGAINST |
| INTRA-CELLULAR THERAPIES INC. | June 14, 2024 | To elect one director to serve a three-year term expiring in 2027: Joel S. Marcus Director Elections |
Board | For | FOR 4 funds |
Split 1 FOR, 8 WITHHOLD |
| INTUITIVE SURGICAL INC. | April 25, 2024 | Election of Directors: Sreelakshmi Kolli Director Elections |
Board | For | FOR 11 funds |
Split 21 FOR, 1 AGAINST |
| INVESCO LTD. | May 23, 2024 | Amendment and restatement of the Invesco Ltd. 2016 Global Equity Incentive Plan to increase the number of authorized shares and make certain other revisions Compensation |
Board | For | AGAINST 21 funds |
Split 15 FOR, 1 AGAINST |
| INVESTORS TITLE CO. | May 15, 2024 | Election of Directors: James A. Fine, Jr. Director Elections |
Board | For | WITHHOLD 19 funds |
Split 5 FOR, 2 WITHHOLD |
| INVESTORS TITLE CO. | May 15, 2024 | Election of Directors: James E. Scott Director Elections |
Board | For | WITHHOLD 19 funds |
Split 5 FOR, 2 WITHHOLD |
| INVOCARE LTD. | October 31, 2023 | Approve Scheme of Arrangement in Relation to the Proposed Acquisition of the Company by Eternal Aus BidCo Pty Ltd Extraordinary Transactions |
Board | For | FOR 5 funds |
Split 1 FOR, 1 ABSTAIN |
| IQVIA HOLDINGS INC. | April 16, 2024 | The election of six directors: Todd B. Sisitsky Director Elections |
Board | For | AGAINST 17 funds |
Split 15 FOR, 6 AGAINST |
| IRADIMED CORP. | June 20, 2024 | Election of Directors: Anthony Vuoto Director Elections |
Board | For | FOR 14 funds |
Split 4 FOR, 2 WITHHOLD |
| IRESS LTD. | May 2, 2024 | Approve Remuneration Report Compensation |
Board | For | FOR 6 funds |
Split 1 FOR, 1 AGAINST |
| IRESS LTD. | May 2, 2024 | Elect Julie Fahey as Director Director Elections |
Board | For | FOR 6 funds |
Split 1 FOR, 1 AGAINST |
| IRESS LTD. | May 2, 2024 | Elect Niki Beattie as Director Director Elections |
Board | For | FOR 6 funds |
Split 1 FOR, 1 AGAINST |
| IRESS LTD. | May 2, 2024 | Elect Roger Sharp as Director Director Elections |
Board | For | FOR 6 funds |
Split 1 FOR, 1 AGAINST |
| IRHYTHM TECHNOLOGIES INC. | May 29, 2024 | To approve, on a non-binding advisory basis, the named executive officer compensation. Say-on-Pay |
Board | For | AGAINST 2 funds |
Split 3 FOR, 4 AGAINST |
| IROBOT CORP. | October 12, 2023 | To approve and adopt the Agreement and Plan of Merger, dated as of August 4, 2022, as amended by the Amendment to Agreement and Plan of Merger, dated as of July 24, 2023, by and among iRobot Corporation, a Delaware corporation ("iRobot"), Amazon.com, Inc., a Delaware corporation ("Amazon.com"), and Martin Merger Sub, Inc., a Delaware corporation and an indirect wholly owned subsidiary of Amazon.com ("Merger Sub"), pursuant to which Merger Sub will be merged with and into the Company (the "merger"), with iRobot surviving the merger; Extraordinary Transactions |
Board | For | FOR 15 funds |
Split 5 FOR, 2 ABSTAIN |
| IROBOT CORP. | May 23, 2024 | Approve an amendment to the iRobot Corporation 2018 Stock Option and Incentive Plan, as amended (the "2018 Plan"), to increase the maximum number of shares reserved and issuable under the 2018 Plan. Compensation |
Board | For | AGAINST 12 funds |
Split 5 FOR, 4 AGAINST |
| IRON MOUNTAIN INC. | May 30, 2024 | The approval of a non-binding, advisory resolution approving the compensation of our named executive officers as described in the Iron Mountain Incorporated Proxy Statement. Say-on-Pay |
Board | For | FOR 6 funds |
Split 21 FOR, 1 AGAINST |
| IRON MOUNTAIN INC. | May 30, 2024 | The ratification of the selection by the Audit Committee of Deloitte & Touche LLP as Iron Mountain Incorporated's independent registered public accounting firm for the year ending December 31, 2024. Audit-related |
Board | For | FOR 5 funds |
Split 21 FOR, 1 AGAINST |
| ISEKI & CO. LTD. | March 28, 2024 | Appoint Statutory Auditor Morimoto, Kentaro Compensation |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| ISEKI & CO. LTD. | March 28, 2024 | Elect Director Tomiyasu, Shiro Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| ISUZU MOTORS LTD. | June 26, 2024 | Elect Director Minami, Shinsuke Director Elections |
Board | For | FOR 6 funds |
Split 4 FOR, 4 AGAINST |
| ITC LTD. | August 11, 2023 | Approve Appointment and Remuneration of Hemant Malik as Whole-Time Director Compensation |
Board | For | AGAINST 3 funds |
Split 2 FOR, 1 AGAINST |
| ITC LTD. | August 11, 2023 | Reelect Sumant Bhargavan as Director Director Elections |
Board | For | AGAINST 3 funds |
Split 2 FOR, 1 AGAINST |
| ITC LTD. | March 19, 2024 | Elect Atul Singh as Director Director Elections |
Board | For | AGAINST 3 funds |
Split 2 FOR, 1 AGAINST |
| ITO EN LTD. | July 26, 2023 | Elect Director Honjo, Daisuke Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 1 AGAINST |
| ITO EN LTD. | July 26, 2023 | Elect Director Honjo, Hachiro Director Elections |
Board | For | FOR 4 funds |
Split 2 FOR, 1 AGAINST |
| ITOCHU CORP. | June 21, 2024 | Elect Director Ishii, Keita Director Elections |
Board | For | FOR 2 funds |
Split 5 FOR, 4 AGAINST |
| ITOHAM YONEKYU HOLDINGS INC. | June 26, 2024 | Elect Director Kobayashi, Shuji Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| ITOHAM YONEKYU HOLDINGS INC. | June 26, 2024 | Elect Director Miyashita, Isao Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| ITRON INC. | May 9, 2024 | Election of Directors: Santiago Perez Director Elections |
Board | For | FOR 18 funds |
Split 5 FOR, 4 AGAINST |
| ITRON INC. | May 9, 2024 | Election of Directors: Timothy M. Leyden Director Elections |
Board | For | FOR 18 funds |
Split 5 FOR, 4 AGAINST |
| ITRON INC. | May 9, 2024 | Proposal to approve the Third Amended and Restated 2010 Stock Incentive Plan. Compensation |
Board | For | FOR 18 funds |
Split 10 FOR, 1 AGAINST |
| IVERIC BIO INC. | July 6, 2023 | To approve, by non-binding, advisory vote, compensation that may be paid or become payable by IVERIC to its named executive officers in connection with the Merger. Say-on-Pay |
Board | For | AGAINST 11 funds |
Split 4 FOR, 3 AGAINST |
| IWATANI CORP. | June 19, 2024 | Elect Director Majima, Hiroshi Director Elections |
Board | For | FOR 6 funds |
Split 1 FOR, 1 AGAINST |
| IWATANI CORP. | June 19, 2024 | Elect Director Mori, Shosuke Director Elections |
Board | For | FOR 6 funds |
Split 1 FOR, 1 AGAINST |
| IWATANI CORP. | June 19, 2024 | Elect Director Murai, Shinji Director Elections |
Board | For | FOR 6 funds |
Split 1 FOR, 1 AGAINST |
| IWATANI CORP. | June 19, 2024 | Elect Director Saito, Yuki Director Elections |
Board | For | FOR 6 funds |
Split 1 FOR, 1 AGAINST |
| IYOGIN HOLDINGS INC. | June 27, 2024 | Elect Director Miyoshi, Kenji Director Elections |
Board | For | AGAINST 6 funds |
Split 1 FOR, 1 AGAINST |
| IZUMI CO. LTD. | May 29, 2024 | Appoint Statutory Auditor Horikawa, Tomoko Compensation |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| IZUMI CO. LTD. | May 29, 2024 | Appoint Statutory Auditor Okada, Hirotaka Compensation |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| IZUMI CO. LTD. | May 29, 2024 | Approve Allocation of Income, with a Final Dividend of JPY 45 Capital Structure |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| J & J SNACK FOODS CORP. | February 13, 2024 | Election of Directors: Mary M. Meder Director Elections |
Board | For | FOR 16 funds |
Split 3 FOR, 3 WITHHOLD |
| J & J SNACK FOODS CORP. | February 13, 2024 | Election of Directors: Vincent A. Melchiorre Director Elections |
Board | For | FOR 16 funds |
Split 3 FOR, 3 WITHHOLD |
| J. M. SMUCKER CO. | August 16, 2023 | Advisory approval of the Company's executive compensation. Say-on-Pay |
Board | For | FOR 16 funds |
Split 19 FOR, 1 AGAINST |
| J. M. SMUCKER CO. | August 16, 2023 | Election of Directors whose term of office will expire in 2024. Nominees: Mark T. Smucker Director Elections |
Board | For | FOR 15 funds |
Split 19 FOR, 1 AGAINST |
| J. M. SMUCKER CO. | August 16, 2023 | Ratification of appointment of Ernst & Young LLP as the Company's Independent Registered Public Accounting Firm for the 2024 fiscal year. Audit-related |
Board | For | FOR 15 funds |
Split 19 FOR, 1 AGAINST |
| J.JILL INC. | June 6, 2024 | To elect one director: Jyothi Rao Director Elections |
Board | For | WITHHOLD 13 funds |
Split 5 FOR, 2 WITHHOLD |
| JACK HENRY & ASSOCIATES INC. | November 14, 2023 | Election of Directors: D. Foss Director Elections |
Board | For | FOR 15 funds |
Split 21 FOR, 1 WITHHOLD |
| JACK HENRY & ASSOCIATES INC. | November 14, 2023 | To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay |
Board | For | FOR 16 funds |
Split 21 FOR, 1 AGAINST |
| JACOBS SOLUTIONS INC. | January 24, 2024 | Advisory vote to approve the Company's executive compensation. Say-on-Pay |
Board | For | FOR 17 funds |
Split 17 FOR, 1 AGAINST |
| JACOBS SOLUTIONS INC. | January 24, 2024 | Election of Directors : General Ralph E. Eberhart Director Elections |
Board | For | FOR 16 funds |
Split 17 FOR, 1 AGAINST |
| JACOBS SOLUTIONS INC. | January 24, 2024 | To ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm. Audit-related |
Board | For | FOR 16 funds |
Split 17 FOR, 1 AGAINST |
| JAMES HARDIE INDUSTRIES PLC | August 3, 2023 | Elect Nigel Stein as Director Director Elections |
Board | For | AGAINST 8 funds |
Split 4 FOR, 4 AGAINST |
| JAMF HOLDING CORP. | May 30, 2024 | Election of Directors: Christina Lema Director Elections |
Board | For | WITHHOLD 14 funds |
Split 3 FOR, 4 WITHHOLD |
| JAMF HOLDING CORP. | May 30, 2024 | Election of Directors: David Breach Director Elections |
Board | For | WITHHOLD 14 funds |
Split 3 FOR, 4 WITHHOLD |
| JAMF HOLDING CORP. | May 30, 2024 | Election of Directors: Michael Fosnaugh Director Elections |
Board | For | WITHHOLD 14 funds |
Split 3 FOR, 4 WITHHOLD |
| JAPAN AIRLINES CO. LTD. | June 18, 2024 | Elect Director Tottori, Mitsuko Director Elections |
Board | For | FOR 5 funds |
Split 4 FOR, 4 AGAINST |
| JAPAN AIRPORT TERMINAL CO. LTD. | June 26, 2024 | Elect Director Fukuzawa, Ichiro Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| JAPAN AIRPORT TERMINAL CO. LTD. | June 26, 2024 | Elect Director Saito, Yuji Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| JAPAN AIRPORT TERMINAL CO. LTD. | June 26, 2024 | Elect Director Yokota, Nobuaki Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| JAPAN LIFELINE CO. LTD. | June 26, 2024 | Elect Director Sasaki, Fumihiro Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| JAPAN MATERIAL CO. LTD. | June 26, 2024 | Elect Alternate Director and Audit Committee Member Hayashi, Mikio Director Elections |
Board | For | AGAINST 2 funds |
Split 1 FOR, 1 AGAINST |
| JAPAN MATERIAL CO. LTD. | June 26, 2024 | Elect Director Tanaka, Hisao Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| JAPAN MATERIAL CO. LTD. | June 26, 2024 | Elect Director and Audit Committee Member Imaeda, Tsuyoshi Director Elections |
Board | For | AGAINST 2 funds |
Split 1 FOR, 1 AGAINST |
| JAPAN PETROLEUM EXPLORATION CO. LTD. | June 26, 2024 | Elect Director Yamashita, Michiro Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| JAPAN POST BANK CO. LTD. | June 18, 2024 | Elect Director Kasama, Takayuki Director Elections |
Board | For | FOR 3 funds |
Split 5 FOR, 4 AGAINST |
| JAPAN POST HOLDINGS CO. LTD. | June 19, 2024 | Elect Director Masuda, Hiroya Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 4 AGAINST |
| JAPAN PULP & PAPER CO. LTD. | June 26, 2024 | Elect Director Watanabe, Akihiko Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| JAPAN STEEL WORKS LTD. | June 24, 2024 | Elect Director Matsuo, Toshio Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| JAPAN TOBACCO INC. | March 22, 2024 | Elect Director Terabatake, Masamichi Director Elections |
Board | For | FOR 4 funds |
Split 4 FOR, 4 AGAINST |
| JAPAN WOOL TEXTILE CO. LTD. | February 22, 2024 | Elect Director Nagaoka, Yutaka Director Elections |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| JARDINE CYCLE & CARRIAGE LTD. | April 29, 2024 | Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights Capital Structure |
Board | For | AGAINST 5 funds |
Split 3 FOR, 3 AGAINST |
| JB HI-FI LTD. | October 26, 2023 | Approve Allocation of Restricted Shares to Nick Wells Compensation |
Board | For | AGAINST 9 funds |
Split 1 FOR, 1 AGAINST |
| JB HI-FI LTD. | October 26, 2023 | Approve Allocation of Restricted Shares to Terry Smart Compensation |
Board | For | AGAINST 9 funds |
Split 1 FOR, 1 AGAINST |
| JBG SMITH PROPERTIES | April 25, 2024 | To approve an amendment to the Company's 2017 Omnibus Share Plan, as amended, to increase the number of common shares available for issuance under the plan. Compensation |
Board | For | AGAINST 4 funds |
Split 3 FOR, 4 AGAINST |
| JBG SMITH PROPERTIES | April 25, 2024 | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in the Company's Proxy Statement ("Say-on-Pay"). Say-on-Pay |
Board | For | AGAINST 5 funds |
Split 3 FOR, 4 AGAINST |
| JCR PHARMACEUTICALS CO. LTD. | June 26, 2024 | Elect Director Ashida, Shin Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| JCR PHARMACEUTICALS CO. LTD. | June 26, 2024 | Elect Director Marc Dunoyer Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| JCR PHARMACEUTICALS CO. LTD. | June 26, 2024 | Elect Director Yoda, Toshihide Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| JCU CORP. | June 26, 2024 | Elect Director Omori, Akihisa Director Elections |
Board | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| JDE PEET'S NV | May 30, 2024 | Reelect Hennequin as Non-Executive Director Director Elections |
Board | For | AGAINST 5 funds |
Split 3 FOR, 3 AGAINST |
| JEOL LTD. | June 26, 2024 | Elect Director Oi, Izumi Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| JETBLUE AIRWAYS CORP. | May 17, 2024 | To approve an amendment to the JetBlue Airways Corporation 2020 Omnibus Equity Incentive Plan to increase the number of shares of common stock authorized for issuance Compensation |
Board | For | AGAINST 17 funds |
Split 3 FOR, 2 AGAINST |
| JFE HOLDINGS INC. | June 25, 2024 | Elect Director Kitano, Yoshihisa Director Elections |
Board | For | FOR 5 funds |
Split 4 FOR, 5 AGAINST |
| JGC HOLDINGS CORP. | June 27, 2024 | Appoint Statutory Auditor Funayama, Norio Compensation |
Board | For | AGAINST 3 funds |
Split 1 FOR, 1 AGAINST |
| JGC HOLDINGS CORP. | June 27, 2024 | Elect Director Ishizuka, Tadashi Director Elections |
Board | For | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| JIANGSU HENGRUI PHARMACEUTICALS CO. LTD. | May 15, 2024 | Approve to Appoint Auditor and Internal Control Auditor as well as Payment of Remuneration Audit-related |
Board | For | FOR 4 funds |
Split 1 FOR, 1 ABSTAIN |
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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.