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Dimensional vs JPMorgan: how alike they voted, 2023-2024

88.2% When both took a single position, they voted the same way on 88.2% of 10,748 items (9,485 the same, 1,263 different). 206 items where at least one of them split its funds are listed separately below. Both voted on 10,954 items in all.

Dimensional 2023-2024 · JPMorgan 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	10,954	9,485	1,263	206	88.2%	87.6%
Board proposals	9,153	8,020	1,033	100	88.6%	88.0%
E&S shareholder proposals	257	148	15	94	90.8%	84.7%
Other items	1,544	1,317	215	12	86.0%	85.7%

Where they did not vote alike

Everything Voted differently Split votes

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

206 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	JPMorgan
TRANSUNION	May 2, 2024	To approve, on a non-binding advisory basis, the compensation of TransUnion's named executive officers. Say-on-Pay	Board	Not determined	FOR 18 funds	Split 1 FOR, 4 AGAINST
TRUSTCO BANK CORP NY	May 21, 2024	Approval of a non-binding advisory resolution on the compensation of TrustCo's named executive officers as disclosed in the proxy statement. Say-on-Pay	Board	For	FOR 20 funds	Split 1 FOR, 1 AGAINST
VERIZON COMMUNICATIONS INC.	May 9, 2024	Advisory vote to approve executive compensation Say-on-Pay	Board	Not determined	FOR 20 funds	Split 1 FOR, 16 AGAINST
VIATRIS INC.	December 15, 2023	Approval of, on a non-binding advisory basis, the 2022 compensation of the named executive officers of the Company. Say-on-Pay	Board	For	FOR 19 funds	Split 1 FOR, 7 AGAINST
WARRIOR MET COAL INC.	April 25, 2024	MANAGEMENT PROPOSAL: To approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay	Board	Contested	AGAINST 17 funds	Split 6 FOR, 1 ABSTAIN
YETI HOLDINGS INC.	May 7, 2024	Election of two Class III directors: Alison Dean Director Elections	Board	For	WITHHOLD 14 funds	Split 3 FOR, 1 ABSTAIN

← All 20 managers, 2023-2024

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