Home › Asset managers › Compare 2023-2024 › Dimensional vs Invesco
Dimensional 2023-2024 · Invesco 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 67,523 | 61,623 | 5,567 | 333 | 91.7% | 91.5% |
| Board proposals | 56,210 | 50,709 | 5,322 | 179 | 90.5% | 90.4% |
| E&S shareholder proposals | 393 | 260 | 15 | 118 | 94.5% | 85.7% |
| Other items | 10,920 | 10,654 | 230 | 36 | 97.9% | 97.7% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
15 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 | Invesco |
|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Shareholder proposal regarding how the Company intends to measure, disclose and reduce GHG emissions associated with its underwriting, insuring and investing activities. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 13 funds |
FOR 25 funds |
| BERKSHIRE HATHAWAY INC. | May 4, 2024 | Shareholder proposal regarding the reporting on the effectiveness of the Corporation's diversity, equity and inclusion efforts. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 13 funds |
FOR 25 funds |
| CARRIER GLOBAL CORP. | April 18, 2024 | Shareowner Proposal regarding transparency in lobbying Other Social Issues |
Shareholder (E&S) | Against | AGAINST 19 funds |
FOR 19 funds |
| GLOBAL PAYMENTS INC. | April 25, 2024 | Advisory shareholder proposal on transparency in political spending. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 16 funds |
FOR 16 funds |
| INTERNATIONAL FLAVORS & FRAGRANCES INC. | May 1, 2024 | Commission a third-party assessment on the Company's commitment to freedom of association and collective bargaining rights. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Not determined | AGAINST 16 funds |
FOR 21 funds |
| L3HARRIS TECHNOLOGIES INC. | April 19, 2024 | Shareholder Proposal titled "Transparency in Lobbying" Other Social Issues |
Shareholder (E&S) | Against | AGAINST 15 funds |
FOR 16 funds |
| LOCKHEED MARTIN CORP. | May 2, 2024 | Stockholder Proposal Requesting a Report on Reducing Full Value Chain GHG Emissions Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 13 funds |
FOR 23 funds |
| NVR INC. | May 7, 2024 | Shareholder proposal to expand political spending disclosure. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 18 funds |
FOR 24 funds |
| OCCIDENTAL PETROLEUM CORP. | May 2, 2024 | Shareholder Proposal Requesting an Annual Report on Lobbying Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 16 funds |
FOR 16 funds |
| SKYWEST INC. | May 7, 2024 | A shareholder proposal regarding collective bargaining policy. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 16 funds |
FOR 10 funds |
| SMITH & WESSON BRANDS INC. | September 19, 2023 | A stockholder proposal (human rights impact assessment). Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 15 funds |
FOR 2 funds |
| SONOCO PRODUCTS CO. | April 17, 2024 | Advisory (non-binding) shareholder proposal regarding transparency in political spending. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 19 funds |
FOR 11 funds |
| STRIDE INC. | December 7, 2023 | Approval of the stockholder proposal regarding a report on lobbying; and Other Social Issues |
Shareholder (E&S) | Against | AGAINST 18 funds |
FOR 7 funds |
| TRUIST FINANCIAL CORP. | April 23, 2024 | Shareholder proposal regarding an annual report on lobbying activities, if properly presented at the Annual Meeting. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 16 funds |
FOR 20 funds |
| TYSON FOODS INC. | February 8, 2024 | Shareholder proposal regarding Tyson Foods' labor practices. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | FOR 14 funds |
AGAINST 21 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.