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
651 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 |
|---|---|---|---|---|---|---|
| TRITON INTERNATIONAL LTD. | August 24, 2023 | Adjournment Proposal - To adjourn the Special General Meeting, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes to approve the Merger Proposal at the Special General Meeting Corporate Governance |
Other | For | FOR 18 funds |
Split 5 FOR, 3 ABSTAIN |
| TSURUHA HOLDINGS INC. | August 10, 2023 | Amend Articles to Abolish Company Chairperson and Company Vice Chairperson Posts Corporate Governance |
Other | Contested | AGAINST 3 funds |
Split 1 AGAINST, 1 ABSTAIN |
| TSURUHA HOLDINGS INC. | August 10, 2023 | Amend Articles to Separate Chairperson of the Board and CEO, and Appoint Outside Director as Board Chairperson Corporate Governance |
Other | Contested | FOR 3 funds |
Split 1 AGAINST, 1 ABSTAIN |
| TSURUHA HOLDINGS INC. | August 10, 2023 | Amend Restricted Stock Plan Compensation |
Other | Contested | FOR 3 funds |
Split 1 AGAINST, 1 ABSTAIN |
| TSURUHA HOLDINGS INC. | August 10, 2023 | Appoint Shareholder Director Nominee Ikeda, Akiko Director Elections |
Other | Contested | FOR 3 funds |
Split 1 AGAINST, 1 ABSTAIN |
| TSURUHA HOLDINGS INC. | August 10, 2023 | Appoint Shareholder Director Nominee Tamagami, Muneto Director Elections |
Other | Contested | FOR 3 funds |
Split 1 AGAINST, 1 ABSTAIN |
| TSURUHA HOLDINGS INC. | August 10, 2023 | Appoint Shareholder Director and Audit Committee Member Nominee Gohara, Nobuo Director Elections |
Other | Contested | FOR 3 funds |
Split 1 AGAINST, 1 ABSTAIN |
| TSURUHA HOLDINGS INC. | August 10, 2023 | Appoint Shareholder Director and Audit Committee Member Nominee Nakahata, Yuko Director Elections |
Other | Contested | FOR 3 funds |
Split 1 AGAINST, 1 ABSTAIN |
| TSURUHA HOLDINGS INC. | August 10, 2023 | Appoint Shareholder Director and Audit Committee Member Nominee Nakamura, Motohiko Director Elections |
Other | Contested | FOR 3 funds |
Split 1 AGAINST, 1 ABSTAIN |
| TSURUHA HOLDINGS INC. | August 10, 2023 | Approve Compensation for Outside Directors Who Are Audit Committee Members Compensation |
Other | Contested | AGAINST 3 funds |
Split 1 AGAINST, 1 ABSTAIN |
| TSURUHA HOLDINGS INC. | August 10, 2023 | Approve Compensation for Outside Directors Who Are Not Audit Committee Members Compensation |
Other | Contested | AGAINST 3 funds |
Split 1 AGAINST, 1 ABSTAIN |
| TSURUHA HOLDINGS INC. | August 10, 2023 | Remove Incumbent Director and Audit Committee Member Fujii, Fumiyo Director Elections |
Other | Contested | FOR 3 funds |
Split 1 AGAINST, 1 ABSTAIN |
| TYLER TECHNOLOGIES INC. | May 9, 2024 | Shareholder Proposal Regarding a Simple Majority Vote. Corporate Governance |
Other | Not determined | FOR 12 funds |
Split 23 FOR, 1 AGAINST |
| UBER TECHNOLOGIES INC. | May 6, 2024 | Management proposal to amend the Certificate of Incorporation to reflect Delaware law provisions regarding exculpation of officers. Corporate Governance |
Other | For | FOR 11 funds |
Split 18 FOR, 2 AGAINST |
| UBS GROUP AG | April 24, 2024 | Transact Other Business (Voting) Corporate Governance |
Other | None | AGAINST 11 funds |
Split 2 AGAINST, 4 ABSTAIN |
| UNILEVER PLC | May 1, 2024 | Approve Climate Transition Action Plan Environment or Climate |
Other | For | AGAINST 9 funds |
Split 9 FOR, 1 AGAINST |
| UNITED MICROELECTRONICS CORP. | May 30, 2024 | Approve Amendments to Articles of Association Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 1 AGAINST |
| UNITED PARCEL SERVICE INC. | May 2, 2024 | To take steps to reduce the voting power of UPS class A stock from 10 votes per share to one vote per share. Shareholder Rights and Defenses |
Other | Not determined | FOR 16 funds |
Split 16 FOR, 6 AGAINST |
| UNITED STATES STEEL CORP. | April 12, 2024 | To approve any adjournment of the special meeting of stockholders of United States Steel Corporation (the "Special Meeting"), if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | For | FOR 15 funds |
Split 3 FOR, 4 ABSTAIN |
| UNIVERSAL HEALTH SERVICES INC. | May 15, 2024 | To act on a stockholder proposal to elect each director annually, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | FOR 19 funds |
Split 13 FOR, 5 AGAINST |
| URSTADT BIDDLE PROPERTIES INC. | August 16, 2023 | Adjournment Proposal: To approve one or more adjournments of the special meeting, if necessary or appropriate, to solicit additional proxies in favor of the Merger Proposal. Corporate Governance |
Other | For | FOR 4 funds |
Split 5 FOR, 2 ABSTAIN |
| VALLEY NATIONAL BANCORP | May 21, 2024 | A shareholder proposal to provide shareholders with the right to ratify executive termination pay if properly presented at the Annual Meeting of Shareholders. Compensation |
Other | Against | FOR 19 funds |
Split 4 FOR, 4 AGAINST |
| VAT GROUP AG | May 14, 2024 | Transact Other Business (Voting) Corporate Governance |
Other | For | AGAINST 5 funds |
Split 3 AGAINST, 3 ABSTAIN |
| VEEVA SYSTEMS INC. | June 12, 2024 | To approve an amendment and restatement of our Certificate of Incorporation to reflect the Delaware law provisions regarding officer exculpation. Corporate Governance |
Other | For | FOR 11 funds |
Split 5 FOR, 1 AGAINST |
| VERISK ANALYTICS INC. | May 15, 2024 | Shareholder Proposal - Simple Majority Vote Corporate Governance |
Other | None | FOR 14 funds |
Split 14 FOR, 6 AGAINST |
| VERITIV CORP. | October 17, 2023 | Adjournment Proposal - To approve one or more adjournments of the Special Meeting, if necessary, to solicit additional proxies if a quorum is not present or there are not sufficient votes cast at the Special Meeting to approve the Merger Proposal. Corporate Governance |
Other | For | FOR 20 funds |
Split 4 FOR, 2 ABSTAIN |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Amend Clawback Policy Compensation |
Other | Not determined | FOR 19 funds |
Split 11 FOR, 8 AGAINST |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Independent Board chair Corporate Governance |
Other | Not determined | AGAINST 19 funds |
Split 5 FOR, 15 AGAINST |
| VERTEX PHARMACEUTICALS INC. | May 15, 2024 | Shareholder proposal, if properly presented at the meeting, regarding special shareholder meeting improvement. Corporate Governance |
Other | Against | AGAINST 13 funds |
Split 11 FOR, 11 AGAINST |
| VIBRA ENERGIA SA | April 18, 2024 | Percentage of Votes to Be Assigned - Elect Claudio Antonio Goncalves as Independent Director Director Elections |
Other | None | FOR 3 funds |
Split 1 FOR, 1 AGAINST |
| VIMEO INC. | May 21, 2024 | To approve the amendment to the Amended and Restated Certificate of Incorporation of Vimeo, Inc. (the "Charter") to provide for officer exculpation. Corporate Governance |
Other | For | AGAINST 17 funds |
Split 4 FOR, 2 AGAINST |
| VISA INC. | January 23, 2024 | To vote on a stockholder proposal requesting that the Board adopt a policy to seek shareholder ratification of certain termination pay arrangements. Compensation |
Other | Against | AGAINST 15 funds |
Split 2 FOR, 25 AGAINST |
| VOLKSWAGEN AG | May 29, 2024 | Approve Discharge of Supervisory Board Member F. O. Porsche for Fiscal Year 2023 Corporate Governance |
Other | For | FOR 3 funds |
Split 3 FOR, 3 ABSTAIN |
| VOLKSWAGEN AG | May 29, 2024 | Approve Discharge of Supervisory Board Member H. D. Poetsch for Fiscal Year 2023 Corporate Governance |
Other | For | FOR 3 funds |
Split 3 FOR, 3 AGAINST |
| VOLKSWAGEN AG | May 29, 2024 | Approve Discharge of Supervisory Board Member H. M. Piech for Fiscal Year 2023 Corporate Governance |
Other | For | FOR 3 funds |
Split 3 FOR, 3 AGAINST |
| VOLKSWAGEN AG | May 29, 2024 | Approve Discharge of Supervisory Board Member W. Porsche for Fiscal Year 2023 Corporate Governance |
Other | For | FOR 3 funds |
Split 3 FOR, 3 AGAINST |
| WALGREENS BOOTS ALLIANCE INC. | January 25, 2024 | Stockholder proposal requesting an independent board chairman. Corporate Governance |
Other | Against | AGAINST 15 funds |
Split 3 FOR, 14 AGAINST |
| WARNER BROS. DISCOVERY INC. | June 3, 2024 | To vote on a stockholder proposal entitled, "Adopt a Shareholder Right to Call a Special Shareholder Meeting", if properly presented. Corporate Governance |
Other | Against | AGAINST 16 funds |
Split 12 FOR, 8 AGAINST |
| WEG SA | April 23, 2024 | Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? Shareholder Rights and Defenses |
Other | None | ABSTAIN 3 funds |
Split 1 AGAINST, 1 ABSTAIN |
| WENDY'S CO. | May 21, 2024 | Stockholder proposal regarding an independent Board Chair, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | AGAINST 14 funds |
Split 4 FOR, 2 AGAINST |
| WESCO INTERNATIONAL INC. | May 23, 2024 | Approve amendments to the Company's Restated Certificate of Incorporation regarding Officer Exculpation. Corporate Governance |
Other | For | FOR 19 funds |
Split 7 FOR, 1 AGAINST |
| WEST PHARMACEUTICAL SERVICES INC. | April 23, 2024 | Shareholder Proposal Entitled "Simple Majority Vote" Corporate Governance |
Other | Against | FOR 11 funds |
Split 13 FOR, 8 AGAINST |
| WESTERN DIGITAL CORP. | May 10, 2024 | Adjournment of the Special Meeting from time to time to solicit additional proxies in favor of Proposals 1-4 or if otherwise determined by the Chair of the Special Meeting to be necessary or appropriate. Corporate Governance |
Other | For | FOR 15 funds |
Split 16 FOR, 2 AGAINST |
| WHITEHAVEN COAL LTD. | October 26, 2023 | Approve Capital Protection Environment or Climate |
Other | Against | AGAINST 10 funds |
Split 1 FOR, 1 AGAINST |
| WILLSCOT MOBILE MINI HOLDINGS CORP. | June 7, 2024 | To approve an amendment to the Amended and Restated Certificate of Incorporation to provide for the exculpation of officers. Corporate Governance |
Other | For | FOR 13 funds |
Split 7 FOR, 2 AGAINST |
| WISDOMTREE INC. | June 12, 2024 | To ratify the approval by the Board of Directors of the extension of the Stockholder Rights Agreement, dated March 17, 2023, as amended, by and between the Company and Continental Stock Transfer & Trust Company. Shareholder Rights and Defenses |
Other | Contested | AGAINST 15 funds |
Split 3 FOR, 2 AGAINST |
| WOODSIDE ENERGY GROUP LTD. | April 24, 2024 | Approve Climate Transition Action Plan and 2023 Progress Report Environment or Climate |
Other | For | AGAINST 13 funds |
Split 4 FOR, 6 AGAINST |
| WORKDAY INC. | June 18, 2024 | To approve an amendment to our Restated Certificate of Incorporation to reflect Delaware law provisions providing for officer exculpation. Corporate Governance |
Other | For | AGAINST 10 funds |
Split 2 FOR, 8 AGAINST |
| XEROX HOLDINGS CORP. | May 22, 2024 | Consider a shareholder proposal relating to golden parachutes, if properly presented at the meeting. Compensation |
Other | Against | FOR 20 funds |
Split 3 FOR, 4 AGAINST |
| ZIPRECRUITER INC. | June 11, 2024 | To approve an amendment to our Amended and Restated Certificate of Incorporation to limit the liability of certain officers of the Company as permitted pursuant to recent amendments to the Delaware General Corporation Law. Corporate Governance |
Other | For | AGAINST 12 funds |
Split 3 FOR, 3 AGAINST |
| ZOETIS INC. | May 22, 2024 | Approval of an amendment to our Restated Certificate of Incorporation to provide for exculpation of officers as permitted by the Delaware General Corporation Law. Corporate Governance |
Other | For | FOR 15 funds |
Split 20 FOR, 1 AGAINST |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.