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Dimensional vs Jackson National: how alike they voted, 2023-2024

93.5% When both took a single position, they voted the same way on 93.5% of 11,705 items (10,947 the same, 758 different). 1,130 items where at least one of them split its funds are listed separately below. Both voted on 12,835 items in all.

Dimensional 2023-2024 · Jackson National 2023-2024 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
	Common items	Same	Differ	Split (not in %)	Same position	Fund-level
All ballot items	12,835	10,947	758	1,130	93.5%	89.2%
Board proposals	10,721	9,148	750	823	92.4%	88.0%
E&S shareholder proposals	265	151	0	114	100.0%	91.1%
Other items	1,849	1,648	8	193	99.5%	95.8%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

114 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	Jackson National
THE WENDY'S COMPANY	May 21, 2024	Stockholder proposal regarding cage-free eggs, if properly presented at the Annual Meeting. Environment or Climate	Shareholder (E&S)	Against	Split 2 FOR, 12 AGAINST	Split 1 FOR, 7 AGAINST
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	Split 2 FOR, 11 AGAINST
UNITED PARCEL SERVICE INC.	May 2, 2024	To prepare a report on the risks arising from voluntary carbon-reduction commitments. Environment or Climate	Shareholder (E&S)	Not determined	AGAINST 16 funds	Split 3 FOR, 16 AGAINST
UNITED PARCEL SERVICE INC.	May 2, 2024	To prepare an annual report on the effectiveness of UPS's diversity, equity and inclusion efforts. Diversity, Equity, and Inclusion	Shareholder (E&S)	Not determined	Split 3 FOR, 13 AGAINST	Split 3 FOR, 16 AGAINST
UNITEDHEALTH GROUP INC.	June 3, 2024	If properly presented at the 2024 Annual Meeting of Shareholders, the shareholder proposal requiring a political contributions congruency report. Other Social Issues	Shareholder (E&S)	Against	AGAINST 16 funds	Split 2 FOR, 24 AGAINST
VERIZON COMMUNICATIONS INC.	May 9, 2024	Lobbying activities report Other Social Issues	Shareholder (E&S)	Not determined	AGAINST 19 funds	Split 1 FOR, 14 AGAINST
VERTEX PHARMACEUTICALS INC.	May 15, 2024	Shareholder proposal, if properly presented at the meeting, regarding a report on racial and gender pay gaps. Diversity, Equity, and Inclusion	Shareholder (E&S)	Against	Split 2 FOR, 11 AGAINST	Split 1 FOR, 17 AGAINST
WALMART INC.	June 5, 2024	Publication of Targets for Transitioning from Gestation Crates in Pork Supply Chain Other Social Issues	Shareholder (E&S)	Against	Split 2 FOR, 13 AGAINST	Split 1 FOR, 15 AGAINST
WALMART INC.	June 5, 2024	Racial Equity Audit Diversity, Equity, and Inclusion	Shareholder (E&S)	Against	AGAINST 15 funds	Split 1 FOR, 15 AGAINST
WALMART INC.	June 5, 2024	Workplace Safety & Violence Review Human Rights or Human Capital/workforce	Shareholder (E&S)	Against	AGAINST 15 funds	Split 9 FOR, 7 AGAINST
WEIS MARKETS INC.	May 2, 2024	Shareholder proposal requesting a report on how the Company is addressing climate-change related risks in its Supply Chain. Environment or Climate	Shareholder (E&S)	Against	Split 4 FOR, 16 AGAINST	AGAINST 4 funds
WELLS FARGO & CO.	April 30, 2024	Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination. Human Rights or Human Capital/workforce	Shareholder (E&S)	Against	Split 3 FOR, 13 AGAINST	AGAINST 18 funds
WELLS FARGO & CO.	April 30, 2024	Shareholder Proposal - Third-Party Assessment of Respect for Freedom of Association and Collective Bargaining. Human Rights or Human Capital/workforce	Shareholder (E&S)	Against	Split 3 FOR, 13 AGAINST	AGAINST 18 funds
WINGSTOP INC.	May 23, 2024	Vote on a stockholder proposal regarding greenhouse gas emissions reporting and goals, if properly presented at the Annual Meeting of Stockholders; and Environment or Climate	Shareholder (E&S)	Against	Split 3 FOR, 9 AGAINST	Split 1 FOR, 8 AGAINST

← All 20 managers, 2023-2024

How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.