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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 itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 12,83510,947758 1,13093.5%89.2%
Board proposals 10,7219,148750 82392.4%88.0%
E&S shareholder proposals 2651510 114100.0%91.1%
Other items 1,8491,6488 19399.5%95.8%

Where they did not vote alike

Everything Voted differently Split votes

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

201 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.

CompanyMeetingProposalOn the ballot from Board recommendedDimensionalJackson National
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
14 FOR, 1 AGAINST

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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.